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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
701
National Philanthropic Trust
Pennsylvania
$1.25M -$20.7K -496 -2%
FNBT
702
FineMark National Bank & Trust
Florida
$1.24M -$7K -168 -0.6%
CBT
703
Crews Bank & Trust
Florida
$1.24M -$12.7K -306 -1%
SP
704
SIH Partners
Delaware
$1.23M – – –
SFG
705
Sowa Financial Group
Rhode Island
$1.23M -$128K -3,064 -10%
B
706
Bailard
California
$1.22M +$396K +9,508 +49%
FWM
707
Forza Wealth Management
Florida
$1.22M – – –
VA
708
Vident Advisory
Georgia
$1.21M -$57K -1,368 -5%
FFP
709
Forbes Financial Planning
Rhode Island
$1.21M -$638K -15,318 -35%
SWMP
710
Signature Wealth Management Partners
New Jersey
$1.21M -$35.7K -858 -3%
RPGK
711
Retirement Planning Group (Kansas)
Kansas
$1.21M -$462K -11,086 -28%
CFS
712
CRA Financial Services
New Jersey
$1.2M +$46.2K +1,110 +4%
EWM
713
Evercore Wealth Management
New York
$1.2M +$39.5K +948 +3%
FDW
714
Fourth Dimension Wealth
Ohio
$1.2M +$23.9K +574 +2%
GSEP
715
Golden State Equity Partners
California
$1.19M +$23.7K +570 +2%
ACI
716
Alpha Cubed Investments
California
$1.19M -$226K -5,424 -16%
AWMT
717
AAFMAA Wealth Management & Trust
North Carolina
$1.18M -$35.5K -852 -3%
BHBT
718
Burke & Herbert Bank & Trust
Virginia
$1.18M -$22.9K -550 -2%
ECA
719
Elevate Capital Advisors
Colorado
$1.18M -$315K -7,570 -21%
CMS
720
Capital Market Strategies
Florida
$1.18M -$14.2K -342 -1%
CPA
721
Cardiff Park Advisors
California
$1.17M +$1.42K +34 +0.1%
MM
722
Morangie Management
Florida
$1.17M -$34.6K -830 -3%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$1.17M -$167 -4 -0%
CRI
724
Colonial River Investments
Virginia
$1.16M -$80K -1,920 -7%
NL
725
NWAM LLC
Washington
$1.16M +$1.11M +26,644 New
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