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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
751
Texas Capital Bancshares
Texas
$525K -$129K -5,216 -21%
3LCM
752
3D/L Capital Management
Connecticut
$524K +$6.59K +266 +1%
SFG
753
Sowa Financial Group
Rhode Island
$523K -$47.9K -1,934 -9%
LWP
754
Lumature Wealth Partners
Georgia
$523K +$19.4K +782 +4%
VCA
755
Verdence Capital Advisors
Maryland
$522K -$76.2K -3,074 -13%
SBH
756
Segall Bryant & Hamill
Illinois
$522K -$19.4K -784 -4%
PP
757
Patten & Patten
Tennessee
$522K -$15.9K -640 -3%
TFCP
758
Twin Focus Capital Partners
Massachusetts
$522K +$6.19K +250 +1%
AWS
759
AJ Wealth Strategies
New York
$521K +$495K +20,000 New
NC
760
NBW Capital
Massachusetts
$520K +$494K +19,952 New
SG
761
StoneX Group
New York
$516K +$130K +5,264 +36%
DIA
762
Dana Investment Advisors
Wisconsin
$514K +$1.98K +80 +0.4%
WAP
763
Wealthcare Advisory Partners
Pennsylvania
$510K -$81.3K -3,280 -14%
KIG
764
Kessler Investment Group
Indiana
$510K -$8.27K -334 -2%
ACM
765
Allred Capital Management
Texas
$510K +$12.6K +510 +3%
OCPWS
766
One Charles Private Wealth Services
Massachusetts
$509K -$233K -9,410 -32%
HI
767
Horizon Investments
North Carolina
$508K +$22K +890 +5%
SG
768
Somerset Group
Minnesota
$507K – – –
CHJWM
769
Carlton Hofferkamp & Jenks Wealth Management
Texas
$506K -$1.59K -64 -0.4%
CIC
770
Carnegie Investment Counsel
Ohio
$505K -$16.8K -680 -3%
1IA
771
1834 Investment Advisors
Wisconsin
$504K -$363K -14,640 -43%
CWM
772
Chesapeake Wealth Management
Virginia
$504K -$29.6K -1,194 -6%
GIA
773
Gladstone Institutional Advisory
Florida
$504K +$78.9K +3,184 +20%
MAG
774
Mayfair Advisory Group
Alabama
$503K +$69.1K +2,790 +18%
H
775
HoyleCohen
California
$500K +$3.72K +150 +0.8%
29 30
31
32 33