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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
726
NBT Bank
New York
$524K +$47.4K +2,054 +11%
1IA
727
1834 Investment Advisors
Wisconsin
$522K +$46.1K +2,000 +10%
EWM
728
Endurance Wealth Management
Rhode Island
$518K -$175K -7,598 -26%
FTA
729
Financial & Tax Architects
Missouri
$518K +$487K +21,112 New
PWM
730
Perigon Wealth Management
California
$517K +$124K +5,358 +34%
FNT
731
First National Trust
Pennsylvania
$516K +$33.9K +1,470 +8%
PAM
732
Private Asset Management
California
$515K -$348K -15,078 -42%
AWM
733
Altavista Wealth Management
North Carolina
$504K -$6.92K -300 -1%
RCM
734
Regency Capital Management
Hawaii
$503K +$473K +20,490 New
ABC
735
Associated Banc-Corp
Wisconsin
$500K -$2.89M -125,392 -78%
NHC
736
Nicholas Hoffman & Company
Georgia
$499K +$39K +1,692 +9%
FSA
737
Financial Sense Advisors
California
$497K +$467K +20,244 New
PAM
738
Palisade Asset Management
Minnesota
$496K -$620K -26,890 -57%
PP
739
Peconic Partners
New York
$491K +$461K +20,000 New
B
740
Bailard
California
$490K -$82.2K -3,564 -15%
WPWM
741
Windward Private Wealth Management
Kansas
$484K -$208K -8,996 -31%
DIA
742
Dana Investment Advisors
Wisconsin
$482K +$453K +19,632 New
NFP
743
Narus Financial Partners
Utah
$480K +$452K +19,574 New
SG
744
Somerset Group
Minnesota
$478K – – –
CIC
745
Carnegie Investment Counsel
Ohio
$477K +$143K +6,180 +47%
CC
746
Cedar Capital
Illinois
$475K -$135K -5,856 -23%
MAS
747
Managed Account Services
Florida
$472K +$197K +8,530 +80%
LWP
748
Lumature Wealth Partners
Georgia
$471K +$54.7K +2,370 +14%
SW
749
SlateStone Wealth
Florida
$469K +$441K +19,132 New
CAG
750
Csenge Advisory Group
Florida
$469K +$449K +19,462 New
28 29
30
31 32