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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
701
WMS Partners
Maryland
$653K +$621K +25,074 New
IWS
702
Insight Wealth Strategies
California
$649K +$71.2K +2,876 +13%
SCA
703
Snowden Capital Advisors
New York
$645K +$14.6K +590 +2%
EWM
704
Edge Wealth Management
New York
$644K – – –
QFA
705
Quattro Financial Advisors
Texas
$643K -$3.43M -138,474 -86%
MOS
706
MGO One Seven
Ohio
$638K +$90K +3,632 +20%
FPS
707
Fieldpoint Private Securities
Connecticut
$631K – – –
IC
708
IEQ Capital
California
$630K +$316K +12,740 +111%
FIM
709
Fernwood Investment Management
Massachusetts
$629K +$10.8K +436 +2%
IA
710
IFG Advisory
Georgia
$627K +$28.5K +1,152 +5%
AWM
711
Aries Wealth Management
Maine
$626K – – –
SI
712
Symmetry Investments
Jersey
$620K -$4.38M -176,856 -88%
SA
713
Strategic Advisors
New York
$620K +$32K +1,292 +6%
BWM
714
BNC Wealth Management
Oregon
$619K +$279K +11,266 +90%
AF
715
Allworth Financial
California
$600K +$361K +14,586 +173%
CT
716
Caldwell Trust
Florida
$596K +$547K +22,080 +2,795%
OIS
717
Okabena Investment Services
Minnesota
$591K – – –
HCM
718
Hollencrest Capital Management
California
$587K -$270K -10,882 -33%
GIM
719
Goelzer Investment Management
Indiana
$580K -$16K -646 -3%
SFWA
720
Summit Financial Wealth Advisors
Louisiana
$580K +$121K +4,870 +28%
CS
721
Capital Square
Tennessee
$578K -$25.5K -1,030 -5%
RMC
722
Resources Management Corp
Connecticut
$576K +$77K +3,108 +16%
MWPCG
723
Measured Wealth Private Client Group
New Hampshire
$575K -$7.48K -302 -1%
CPA
724
Court Place Advisors
Maryland
$574K -$24.8K -1,000 -4%
FFS
725
Founders Financial Securities
Maryland
$567K +$260K +10,496 +93%
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