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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
776
Powell Investment Advisors
Florida
$1.02M +$5.52K +124 +0.5%
RWA
777
River Wealth Advisors
Pennsylvania
$1.02M +$15.6K +350 +2%
IAIM
778
International Assets Investment Management
Florida
$1.02M -$95.5K -2,144 -9%
HNWAG
779
High Net Worth Advisory Group
Florida
$1.01M -$6.06K -136 -0.6%
FineMark National Bank & Trust
780
FineMark National Bank & Trust
Florida
$1.01M -$89 -2 -0%
CA
781
Claro Advisors
Massachusetts
$1.01M +$8.95K +201 +0.9%
LCM
782
Lazari Capital Management
California
$1.01M -$27.7K -621 -3%
PTP
783
Platform Technology Partners
New York
$1M +$38.3K +861 +4%
JAG
784
Journey Advisory Group
Kentucky
$1M -$14.3K -320 -1%
CCP
785
Cushing Capital Partners
Wisconsin
$1M -$46.2K -1,037 -4%
MSFS
786
Main Street Financial Solutions
Pennsylvania
$999K +$6.14K +138 +0.6%
EWM
787
Edge Wealth Management
New York
$999K +$6.77K +152 +0.7%
HBK Sorce Advisory
788
HBK Sorce Advisory
Pennsylvania
$998K +$222K +4,975 +36%
FA
789
Fermata Advisors
California
$995K +$509K +11,429 +106%
Focus Partners Advisor Solutions
790
Focus Partners Advisor Solutions
Missouri
$994K +$274K +6,151 +38%
WWA
791
Wisconsin Wealth Advisors
Wisconsin
$993K -$7.97K -179 -0.8%
ML
792
McAdam LLC
Pennsylvania
$990K +$198K +4,452 +25%
LWA
793
Legacy Wealth Advisors
Florida
$986K +$982K +22,048 New
RIS
794
Retirement Income Solutions
Michigan
$985K +$56.9K +1,278 +6%
IAG
795
Innovative Advisory Group
Massachusetts
$981K -$30.4K -682 -3%
MFP
796
Meramec Financial Planners
Missouri
$981K +$820K +18,414 New
Salem Investment Counselors
797
Salem Investment Counselors
North Carolina
$976K -$5.79K -130 -0.6%
TL
798
Tradewinds LLC
North Carolina
$976K -$11.2K -252 -1%
IAG
799
Ipsen Advisor Group
Arkansas
$976K -$25.5K -572 -3%
NB
800
NBT Bank
New York
$976K -$3.56K -80 -0.4%