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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMT
801
AAFMAA Wealth Management & Trust
North Carolina
$1.12M +$704K +15,744 +161%
TPCW
802
TD Private Client Wealth
New York
$1.12M -$161K -3,596 -12%
LWM
803
Laidlaw Wealth Management
New York
$1.11M -$11.6K -260 -1%
HWM
804
HB Wealth Management
Georgia
$1.11M -$16.9K -378 -1%
CIAS
805
Capital Investment Advisory Services
North Carolina
$1.1M -$59.2K -1,324 -5%
OC
806
Opinicus Capital
Florida
$1.1M +$74.3K +1,662 +7%
RIL
807
Rothschild Investment LLC
Illinois
$1.09M -$294K -6,572 -21%
EFS
808
Essex Financial Services
Connecticut
$1.09M -$307K -6,866 -22%
CP
809
Castleview Partners
Texas
$1.09M -$433K -9,686 -28%
KFA
810
Kapstone Financial Advisors
Ohio
$1.09M -$122K -2,728 -10%
SIC
811
Salem Investment Counselors
North Carolina
$1.09M -$55.3K -1,236 -5%
DWG
812
Darden Wealth Group
Michigan
$1.08M -$3.84K -86 -0.3%
OSAM
813
O'Shaughnessy Asset Management
Connecticut
$1.08M +$18.7K +418 +2%
WBCM
814
Wilson & Boucher Capital Management
California
$1.08M -$17.9K -400 -2%
DCM
815
Disciplina Capital Management
Tennessee
$1.08M +$1.07M +23,974 +4,391%
WG
816
Welch Group
Alabama
$1.08M +$100K +2,242 +10%
SG
817
Somerset Group
Minnesota
$1.06M – – –
RIS
818
Retirement Income Solutions
Michigan
$1.06M -$59.6K -1,334 -5%
CFS
819
CRA Financial Services
New Jersey
$1.05M +$63.3K +1,416 +6%
ACI
820
Alpha Cubed Investments
California
$1.05M -$554K -12,394 -34%
CA
821
Clearstead Advisors
Ohio
$1.04M -$118K -2,648 -10%
MFG
822
Menard Financial Group
Texas
$1.04M +$1.88K +42 +0.2%
LCM
823
Lazari Capital Management
California
$1.03M +$126K +2,812 +14%
WA
824
Waverly Advisors
Alabama
$1.03M +$286K +6,394 +37%
AGAM
825
Audent Global Asset Management
California
$1.03M -$559K -12,508 -35%
31 32
33
34 35