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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
801
Washburn Capital Management
Florida
$1M +$911K +26,290 New
KPW
802
Kore Private Wealth
New York
$1M +$106K +3,062 +13%
IA
803
IFG Advisory
Georgia
$1M +$233K +6,720 +34%
WWM
804
Wolff Wiese Magana
California
$998K -$12.8K -370 -1%
CAAS
805
Capital Asset Advisory Services
Michigan
$988K +$314K +9,062 +54%
BFS
806
Bradley Foster & Sargent
Connecticut
$988K +$895K +25,850 New
TW
807
TrinityPoint Wealth
Connecticut
$984K -$308K -8,896 -26%
MC
808
Moors & Cabot
Massachusetts
$981K +$294K +8,494 +49%
FWP
809
Firethorn Wealth Partners
Georgia
$976K -$54.7K -1,578 -6%
VDBMI
810
Van Den Berg Management I
Texas
$973K -$179K -5,180 -17%
FA
811
Fermata Advisors
California
$971K -$245K -7,068 -22%
VCA
812
Verdence Capital Advisors
Maryland
$968K +$176K +5,092 +25%
LMKC
813
L.M. Kohn & Company
Ohio
$968K +$877K +25,326 New
FIM
814
Fernwood Investment Management
Massachusetts
$967K -$25.8K -744 -3%
SC
815
Sierra Capital
Florida
$965K – – –
B
816
Bailard
California
$965K +$144K +4,162 +20%
FPS
817
Fieldpoint Private Securities
Connecticut
$964K -$6.93K -200 -0.8%
BP
818
BBR Partners
New York
$960K -$131K -3,788 -13%
LRPA
819
L. Roy Papp & Associates
Arizona
$937K -$22K -636 -3%
MWM
820
Maripau Wealth Management
Indiana
$937K +$192K +5,534 +32%
TNAM
821
Terra Nova Asset Management
New York
$935K +$848K +24,474 New
WI
822
Wintrust Investments
Illinois
$931K +$65.7K +1,896 +8%
DIA
823
Dana Investment Advisors
Wisconsin
$927K +$110K +3,164 +15%
CA
824
Claro Advisors
Massachusetts
$924K – – –
EC
825
Estate Counselors
Wisconsin
$921K +$64.8K +1,870 +8%
31 32
33
34 35