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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
701
Sequent Asset Management
Texas
$217K +$212K +5,702 New
LIA
702
LBMC Investment Advisors
Tennessee
$217K +$212K +5,706 New
EWM
703
Evercore Wealth Management
New York
$215K +$210K +5,652 New
MIM
704
Macroview Investment Management
Maryland
$214K +$165K +4,438 +370%
QPWM
705
Quadrant Private Wealth Management
Pennsylvania
$214K +$209K +5,636 New
CT
706
Cambridge Trust
Massachusetts
$213K -$158K -4,260 -43%
KFA
707
Kelleher Financial Advisors
New York
$213K +$209K +5,632 New
NL
708
NWAM LLC
Washington
$212K -$239K -6,440 -54%
SAM
709
SignalPoint Asset Management
Missouri
$212K +$207K +5,578 New
CCM
710
Coldstream Capital Management
Washington
$210K +$205K +5,526 New
LSA
711
L & S Advisors
California
$210K +$206K +5,534 New
NPT
712
Nixon Peabody Trust
Massachusetts
$203K +$198K +5,336 New
CAM
713
Cozad Asset Management
Illinois
$201K +$197K +5,300 New
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$55.7K -1,498 -22%
ACA
715
Atlas Capital Advisors
Wyoming
$200K -$21.3K -572 -10%
LWM
716
Lenox Wealth Management
Ohio
$199K +$9.66K +260 +5%
WAM
717
Wealthspire Advisors (Maryland)
Maryland
$197K -$9.14K -246 -5%
TFS
718
TrustCore Financial Services
Tennessee
$196K +$37.4K +1,006 +24%
PG
719
Patten Group
Tennessee
$194K +$20.4K +550 +12%
FANJ
720
Financial Architects (New Jersey)
New Jersey
$192K -$238K -6,408 -56%
LPIC
721
LeJeune Puetz Investment Counsel
Michigan
$186K – – –
TWA
722
TCI Wealth Advisors
Arizona
$186K – – –
C
723
Cerebellum
California
$182K -$34K -916 -16%
AOWM
724
Alpha Omega Wealth Management
Virginia
$180K – – –
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$178K +$18.9K +510 +12%
27 28
29
30 31