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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
676
Strategic Advisors
New York
$236K +$234K +6,240 New
GAG
677
GM Advisory Group
New York
$235K – – –
CS
678
Comerica Securities
Michigan
$234K +$231K +6,172 New
BCA
679
Berman Capital Advisors
Georgia
$233K -$171K -4,560 -43%
IFAM
680
Institutional & Family Asset Management
Colorado
$231K -$91.7K -2,446 -29%
CAM
681
Cozad Asset Management
Illinois
$231K +$30K +800 +15%
VIM
682
Vista Investment Management
Pennsylvania
$228K – – –
AWA
683
AmeriServ Wealth Advisors
Pennsylvania
$227K – – –
TI
684
Telemetry Investments
New York
$227K – – –
CT
685
Chicago Trust
Illinois
$225K +$2.02K +54 +0.9%
JIC
686
Joel Isaacson & Co
New York
$222K +$300 +8 +0.1%
PWMAG
687
Pinnacle Wealth Management Advisory Group
New Jersey
$220K -$107K -2,850 -33%
BFO
688
Boston Family Office
Massachusetts
$220K -$9K -240 -4%
WP
689
WealthSource Partners
California
$219K -$1.78M -47,524 -89%
CFA
690
Carroll Financial Associates
North Carolina
$218K +$75 +2 +0%
HI
691
Hudock Inc
Pennsylvania
$216K -$1.11M -29,700 -84%
SAM
692
Sequent Asset Management
Texas
$216K – – –
EWM
693
Evercore Wealth Management
New York
$216K +$1.5K +40 +0.7%
BIM
694
Baldwin Investment Management
Pennsylvania
$216K +$214K +5,710 New
RWM
695
Raffa Wealth Management
District of Columbia
$215K +$92.5K +2,466 +77%
QPWM
696
Quadrant Private Wealth Management
Pennsylvania
$214K +$600 +16 +0.3%
KFA
697
Kelleher Financial Advisors
New York
$213K – – –
LIA
698
LBMC Investment Advisors
Tennessee
$212K -$4.28K -114 -2%
SAM
699
SignalPoint Asset Management
Missouri
$212K +$375 +10 +0.2%
MCP
700
Mirador Capital Partners
California
$211K -$459K -12,236 -69%
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