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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
601
M Holdings Securities
Oregon
$270K -$1.83M -51,748 -87%
BMC
602
Beaton Management Company
Massachusetts
$270K – – –
AWE
603
Avidian Wealth Enterprises
Texas
$268K -$551K -15,558 -66%
CI
604
Cavalier Investments
Georgia
$266K -$653K -18,464 -70%
NAM
605
NTV Asset Management
West Virginia
$265K +$71.4K +2,016 +34%
HWA
606
HCR Wealth Advisors
California
$263K -$63.7K -1,800 -19%
SFC
607
SYM Financial Corp
Indiana
$259K -$4.25K -120 -2%
PWMAG
608
Pinnacle Wealth Management Advisory Group
New Jersey
$258K – – –
ATC
609
Argent Trust Co
Tennessee
$258K +$271K +7,666 New
WDL
610
Well Done LLC
Michigan
$257K – – –
TW
611
Transform Wealth
Colorado
$256K -$8.71K -246 -3%
NP
612
Ninepoint Partners
Ontario, Canada
$256K +$269K +7,600 New
PCM
613
Palisade Capital Management
New Jersey
$253K +$265K +7,500 New
CG
614
Caprock Group
Idaho
$252K +$8.78K +248 +3%
PV
615
Private Vista
Illinois
$250K +$263K +7,432 New
LBC
616
Lowe Brockenbrough & Co
Virginia
$248K -$9.2K -260 -3%
DWM
617
Doyle Wealth Management
Florida
$246K -$13.9K -392 -5%
CCT
618
Country Club Trust
Missouri
$244K -$55.6K -1,570 -18%
TSWM
619
Triangle Securities Wealth Management
North Carolina
$244K -$2.9K -82 -1%
MA
620
MCF Advisors
Kentucky
$244K +$71 +2 +0%
IWC
621
Integrated Wealth Concepts
Massachusetts
$241K +$23.9K +674 +10%
WAG
622
Winthrop Advisory Group
Massachusetts
$240K -$98.2K -2,774 -30%
FA
623
Fagan Associates
New York
$239K -$48.4K -1,368 -16%
DSC
624
Duncker Streett & Co
Missouri
$239K +$88.8K +2,510 +55%
FPCP
625
Fort Point Capital Partners
California
$239K +$3.29M +92,818 +1,025%
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