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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
701
Jump Financial
Illinois
$1.36M +$1.52M +37,976 New
CRWM
702
Castle Rock Wealth Management
California
$1.35M -$1.79M -44,536 -54%
MW
703
MBL Wealth
North Carolina
$1.35M +$678K +16,904 +81%
BW
704
Bison Wealth
Georgia
$1.35M +$46.2K +1,152 +3%
TWP
705
Transparent Wealth Partners
Arkansas
$1.35M +$1.51M +37,652 New
PAMS
706
Pictet Asset Management (Switzerland)
Switzerland
$1.34M – – –
TCB
707
Texas Capital Bancshares
Texas
$1.34M +$211K +5,248 +16%
SFG
708
Sowa Financial Group
Rhode Island
$1.34M +$190K +4,748 +15%
BCFS
709
Butensky & Cohen Financial Security
Florida
$1.33M -$31.5K -784 -2%
ANTB
710
AMG National Trust Bank
Colorado
$1.33M -$554K -13,820 -28%
CWP
711
Capital Wealth Planning
Florida
$1.33M -$25.3K -630 -2%
NCM
712
Nelson Capital Management
California
$1.33M +$107K +2,670 +8%
FTA
713
Financial & Tax Architects
Missouri
$1.33M -$242K -6,030 -14%
FHA
714
Flagship Harbor Advisors
Massachusetts
$1.32M -$1.24M -30,790 -46%
MSFS
715
Main Street Financial Solutions
Pennsylvania
$1.32M +$140K +3,486 +10%
TCPWM
716
Traverso Chambers Private Wealth Management
California
$1.31M -$5.22K -130 -0.4%
BO
717
BRR OpCo
Ohio
$1.31M -$49K -1,222 -3%
CC
718
Copperleaf Capital
North Carolina
$1.31M -$32.6K -812 -2%
FT
719
Fiduciary Trust
Massachusetts
$1.31M +$554K +13,798 +61%
PWLP
720
Prio Wealth Limited Partnership
Massachusetts
$1.29M – – –
EW
721
Evoke Wealth
California
$1.29M -$32.3M -804,540 -96%
FAB
722
First American Bank
Illinois
$1.29M – – –
CS
723
Cannell & Spears
New York
$1.29M – – –
PA
724
PFG Advisors
Arizona
$1.28M +$270K +6,732 +23%
TF
725
TIAA FSB
Florida
$1.28M +$1.44M +35,900 New
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