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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
726
Vivaldi Capital Management
Illinois
$791K -$6.39K -226 -0.8%
SWA
727
Sax Wealth Advisors
New Jersey
$784K +$13.3K +472 +2%
CAM
728
Concorde Asset Management
Michigan
$778K +$76.6K +2,710 +11%
HNB
729
Huntington National Bank
Ohio
$775K +$31.4K +1,112 +4%
WA
730
Winfield Associates
Ohio
$774K +$788K +27,900 New
TPWA
731
TRUE Private Wealth Advisors
Oregon
$771K -$70K -2,478 -8%
AI
732
AXS Investments
New York
$768K +$782K +27,670 New
PBC
733
Pavion Blue Capital
California
$760K -$674K -23,870 -47%
ICP
734
Interchange Capital Partners
Pennsylvania
$760K +$493K +17,454 +175%
FWP
735
Firethorn Wealth Partners
Georgia
$752K +$766K +27,104 New
RFWA
736
RPg Family Wealth Advisory
Massachusetts
$750K -$16.2K -574 -2%
BTWM
737
Baker Tilly Wealth Management
Wisconsin
$747K -$449K -15,890 -37%
BIM
738
Bridgecreek Investment Management
Oklahoma
$745K – – –
FTUS
739
Flow Traders U.S.
New York
$744K +$758K +26,816 New
SFM
740
Signet Financial Management
New Jersey
$743K +$377K +13,336 +99%
WWM
741
Wolff Wiese Magana
California
$735K -$38K -1,344 -5%
RA
742
RFG Advisory
Alabama
$735K +$277K +9,812 +59%
AWM
743
Altium Wealth Management
New York
$733K +$11.2K +396 +2%
GCP
744
Gill Capital Partners
Colorado
$732K -$610K -21,584 -45%
BAM
745
Berkshire Asset Management
Pennsylvania
$724K – – –
FIM
746
Fernwood Investment Management
Massachusetts
$723K +$53.9K +1,908 +8%
SFG
747
Sowa Financial Group
Rhode Island
$722K +$168K +5,936 +30%
DBIA
748
Dumont & Blake Investment Advisors
New Jersey
$720K +$21.2K +750 +3%
GC
749
Grace Capital
Massachusetts
$715K +$402K +14,240 +169%
GIA
750
Gladstone Institutional Advisory
Florida
$713K +$179K +6,344 +33%
28 29
30
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