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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
726
National Philanthropic Trust
Pennsylvania
$1.78M +$227K +3,968 +13%
DWP
727
Daymark Wealth Partners
Ohio
$1.77M +$553K +9,669 +41%
FHC
728
First Horizon Corporation
Tennessee
$1.77M -$191K -3,342 -9%
CA
729
Cache Advisors
California
$1.77M – – –
JCM
730
Jacobi Capital Management
Pennsylvania
$1.77M +$5.03K +88 +0.3%
FA
731
Fiduciary Alliance
South Carolina
$1.76M -$31.7K -555 -2%
WC
732
Wexford Capital
Florida
$1.76M – – –
AIS
733
Advocate Investing Services
Maryland
$1.75M -$74.7K -1,307 -4%
MA
734
Montag & Associates
Georgia
$1.75M -$1.03K -18 -0.1%
RPGK
735
Retirement Planning Group (Kansas)
Kansas
$1.74M -$223K -3,897 -11%
CA
736
Clearstead Advisors
Ohio
$1.74M +$25.8K +452 +1%
TAS
737
TIFF Advisory Services
Pennsylvania
$1.74M -$8.18M -143,062 -81%
EFG
738
Everest Financial Group
Minnesota
$1.73M -$58.6K -1,025 -3%
MSFS
739
Main Street Financial Solutions
Pennsylvania
$1.73M +$146K +2,546 +8%
PIA
740
Perennial Investment Advisors
California
$1.72M +$37K +647 +2%
CICC
741
Capital Investment Counsel (Colorado)
Colorado
$1.72M +$51.2K +896 +3%
SI
742
Seeds Investor
New York
$1.72M +$1.85M +32,307 New
CWM
743
Comprehensive Wealth Management
Washington
$1.71M +$1.64M +28,739 +813%
CFGF
744
Compass Financial Group (Florida)
Florida
$1.7M +$6.75K +118 +0.4%
UAS
745
United Asset Strategies
New York
$1.69M -$104K -1,816 -5%
SWA
746
Sax Wealth Advisors
New Jersey
$1.69M -$54.4K -951 -3%
CIM
747
Contravisory Investment Management
Massachusetts
$1.69M -$317K -5,542 -15%
AA
748
Acorns Advisers
California
$1.68M +$230K +4,022 +15%
YIA
749
YHB Investment Advisors
Connecticut
$1.68M +$469K +8,205 +35%
BL
750
Balentine LLC
Georgia
$1.68M -$952K -16,658 -35%
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