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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
801
Udine Wealth Management
Florida
$594K +$605K +21,402 New
ACM
802
Allred Capital Management
Texas
$593K +$51.7K +1,830 +9%
MS
803
Maven Securities
Jersey
$591K +$602K +21,302 New
PFA
804
Pathway Financial Advisors
Vermont
$590K +$506K +17,892 New
AR
805
Advisory Research
Illinois
$589K +$27.6K +978 +5%
BCP
806
Berkeley Capital Partners
Georgia
$589K +$77.9K +2,756 +15%
AWA
807
Arkadios Wealth Advisors
Georgia
$587K -$153K -5,408 -20%
CIC
808
Carnegie Investment Counsel
Ohio
$587K +$49.4K +1,748 +9%
DIA
809
Dana Investment Advisors
Wisconsin
$586K +$38.9K +1,376 +7%
B
810
Bailard
California
$585K -$484K -17,144 -45%
MAM
811
MMA Asset Management
Pennsylvania
$583K -$5.65K -200 -0.9%
NB
812
NBT Bank
New York
$579K -$3.62K -128 -0.6%
PP
813
Patten & Patten
Tennessee
$579K +$22.7K +802 +4%
JWA
814
JFS Wealth Advisors
Pennsylvania
$577K +$14.1K +500 +2%
FT
815
Fiduciary Trust
Massachusetts
$577K +$87K +3,080 +17%
ACA
816
Atlas Capital Advisors
Wyoming
$575K +$237K +8,394 +68%
PG
817
Proffitt & Goodson
Tennessee
$573K -$10.6K -374 -2%
KP
818
Keel Point
Alabama
$572K +$582K +20,612 New
CHJWM
819
Carlton Hofferkamp & Jenks Wealth Management
Texas
$569K +$6.16K +218 +1%
WG
820
Welch Group
Alabama
$569K +$260K +9,210 +82%
AWM
821
Aberdeen Wealth Management
Illinois
$566K -$14.1K -500 -2%
MSAGDF
822
Moneda SA Administradora General de Fondos
Chile
$564K – – –
FPCP
823
Fort Point Capital Partners
California
$563K +$44.6K +1,580 +8%
VCA
824
Verdence Capital Advisors
Maryland
$562K +$6.05K +214 +1%
LWP
825
Lumature Wealth Partners
Georgia
$560K +$2.6K +92 +0.5%
31 32
33
34 35