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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
751
Evoke Wealth
California
$1.55M -$27.9K -640 -2%
FAM
752
Family Asset Management
South Carolina
$1.55M +$1.54M +35,444 New
PAM
753
Peak Asset Management
Colorado
$1.53M – – –
GM
754
GeoWealth Management
Illinois
$1.53M -$2.99M -68,692 -66%
CICI
755
Capital Investment Counsel Inc
North Carolina
$1.53M – – –
MWM
756
Moran Wealth Management
Florida
$1.52M +$1.52M +34,836 New
VAFP
757
Vahanian & Associates Financial Planning
New York
$1.52M -$1.6M -36,736 -51%
ANTB
758
AMG National Trust Bank
Colorado
$1.52M -$695K -15,962 -31%
OPOWM
759
One Plus One Wealth Management
Florida
$1.52M -$935K -21,486 -38%
WPC
760
White Pine Capital
Minnesota
$1.51M +$9.58K +220 +0.6%
EL
761
Essex LLC
Illinois
$1.51M -$156K -3,588 -9%
DACS
762
Dymon Asia Capital (Singapore)
Singapore
$1.51M +$1.5M +34,500 New
BWA
763
BDO Wealth Advisors
Florida
$1.51M -$114K -2,628 -7%
RFMS
764
RWQ Financial Management Services
Florida
$1.5M +$1.5M +34,372 New
MBTD
765
Mechanics Bank - Trust Department
California
$1.5M -$24.6K -566 -2%
3LCM
766
3D/L Capital Management
Connecticut
$1.5M +$1.49M +34,234 New
AC
767
Abbrea Capital
California
$1.5M +$32.1K +738 +2%
AFP
768
Alpha Financial Partners
Kentucky
$1.5M +$1.49M +34,190 New
MCM
769
Monument Capital Management
Virginia
$1.49M -$18.1K -416 -1%
AWM
770
Axxcess Wealth Management
California
$1.49M -$346K -7,940 -19%
RIA
771
Regal Investment Advisors
Michigan
$1.48M +$178K +4,084 +14%
WT
772
Washington Trust
Rhode Island
$1.47M -$41.4K -952 -3%
SMC
773
Smith, Moore & Co
Missouri
$1.46M +$267K +6,128 +22%
SW
774
SMART Wealth
Nebraska
$1.45M +$1.44M +33,188 New
LWM
775
Lionsbridge Wealth Management
Florida
$1.44M +$798K +18,330 +125%
29 30
31
32 33