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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
TrueWealth Advisors
Alabama
$994K +$61.2K +2,352 +7%
TCPWM
627
Traverso Chambers Private Wealth Management
California
$993K +$364 +14 +0%
CB
628
Commerce Bank
Missouri
$992K +$44.3K +1,704 +5%
BCM
629
Boltwood Capital Management
California
$992K +$52.8K +2,030 +6%
MAM
630
Meeder Asset Management
Ohio
$989K -$82K -3,154 -8%
PCA
631
Personal Capital Advisors
California
$984K -$218K -8,374 -19%
AI
632
AXS Investments
New York
$983K -$21.1K -810 -2%
B
633
Bailard
California
$982K +$429K +16,484 +82%
PWLP
634
Prio Wealth Limited Partnership
Massachusetts
$973K – – –
CS
635
Cannell & Spears
New York
$970K – – –
GGS
636
Galvin Gaustad & Stein
Arizona
$964K -$31.6K -1,216 -3%
MRC
637
Millburn Ridgefield Corp
New York
$952K +$876K +33,678 +2,034%
LAM
638
LifePro Asset Management
California
$948K +$915K +35,200 New
MBTD
639
Mechanics Bank - Trust Department
California
$945K -$29.3K -1,128 -3%
CSS
640
Cubist Systematic Strategies
Connecticut
$944K -$886K -34,060 -49%
SAM
641
Sequent Asset Management
Texas
$940K +$61K +2,346 +7%
WCM
642
Windsor Capital Management
Arizona
$939K -$83.9K -3,228 -8%
CHA
643
Carmichael Hill & Associates
Maryland
$936K +$6.14K +236 +0.7%
SDAM
644
Shulman DeMeo Asset Management
New York
$921K -$11.9K -456 -1%
BO
645
BRR OpCo
Ohio
$921K +$65.6K +2,524 +8%
WAM
646
Weiss Asset Management
Massachusetts
$919K -$1.51M -58,102 -63%
RIA
647
Regal Investment Advisors
Michigan
$919K +$887K +34,126 New
FAB
648
First American Bank
Illinois
$917K -$198K -7,606 -18%
1IA
649
1834 Investment Advisors
Wisconsin
$916K +$331K +12,740 +60%
WPC
650
White Pine Capital
Minnesota
$912K -$2.6K -100 -0.3%
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