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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$210K -$34.8K -1,012 -15%
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$6.13K +178 +3%
CS
703
Comerica Securities
Michigan
$208K +$198K +5,750 New
H
704
HoyleCohen
California
$207K +$197K +5,720 New
AWA
705
AmeriServ Wealth Advisors
Pennsylvania
$207K +$207K +6,000 New
IAM
706
Integre Asset Management
New York
$205K +$195K +5,678 New
VCA
707
Verdence Capital Advisors
Maryland
$204K +$194K +5,642 New
OIA
708
Optimum Investment Advisors
Illinois
$204K +$194K +5,644 New
MCP
709
Mirador Capital Partners
California
$204K +$195K +5,656 New
PSF
710
Pacific Sun Financial
California
$204K +$195K +5,656 New
KFA
711
Kelleher Financial Advisors
New York
$203K +$194K +5,632 New
TWA
712
TCI Wealth Advisors
Arizona
$198K +$5.85K +170 +3%
CB
713
Community Bank
New York
$197K +$102K +2,950 +119%
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$196K -$9.43K -274 -5%
BWA
715
BDO Wealth Advisors
Florida
$192K +$10.3K +300 +6%
PG
716
Patten Group
Tennessee
$186K -$344 -10 -0.2%
HR
717
Howe & Rusling
New York
$182K -$18.2K -530 -10%
LPIC
718
LeJeune Puetz Investment Counsel
Michigan
$177K – – –
AOWM
719
Alpha Omega Wealth Management
Virginia
$171K -$48.1K -1,396 -23%
TFS
720
TrustCore Financial Services
Tennessee
$168K +$160K +4,654 New
DSC
721
Duncker Streett & Co
Missouri
$165K +$22.2K +646 +16%
CA
722
Calton & Associates
Florida
$162K +$143K +4,166 New
KPCM
723
Kings Point Capital Management
New York
$154K -$52.9K -1,538 -26%
RIA
724
RPG Investment Advisory
California
$154K +$56.1K +1,630 +62%
NEAM
725
New England Asset Management
Connecticut
$152K -$1.09M -31,800 -88%
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