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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
826
Seven Springs Wealth Group
Tennessee
$74K -$44.4K -2,578 -40%
WB
827
Webster Bank
Connecticut
$72K +$2.76K +160 +4%
PMFA
828
Plante Moran Financial Advisors
Michigan
$67K -$40K -2,320 -40%
GLLW
829
Graves Light Lenhart Wealth
Virginia
$66K +$59.7K +3,462 New
JHCP
830
Jackson Hole Capital Partners
Oklahoma
$65K – – –
TWA
831
TCI Wealth Advisors
Arizona
$63K – – –
GEA
832
Glen Eagle Advisors
New Jersey
$62.7K +$35K +2,030 +159%
DSC
833
Duncker Streett & Co
Missouri
$61K -$25.4K -1,474 -31%
OC
834
Oakworth Capital
Alabama
$59K -$5.93K -344 -10%
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K – – –
ASBI
836
American State Bank (Iowa)
Iowa
$57K +$51.8K +3,006 New
BC
837
Barnett & Company
Tennessee
$56K +$41.4K +2,400 +400%
CTFG
838
Capstone Triton Financial Group
Oklahoma
$55K +$50.1K +2,908 New
JSAM
839
J. Safra Asset Management
New York
$55K +$50.3K +2,916 New
CFA
840
Carroll Financial Associates
North Carolina
$54K -$13K -754 -21%
SIC
841
Salem Investment Counselors
North Carolina
$54K +$49.1K +2,850 New
COCM
842
Charter Oak Capital Management
New Hampshire
$54K +$49.3K +2,858 New
RPWA
843
Regent Peak Wealth Advisors
Georgia
$54K +$49.4K +2,866 New
APWM
844
Atlas Private Wealth Management
New York
$52K -$18.4K -1,070 -28%
DI
845
Disciplined Investments
Oklahoma
$46K +$2.52K +146 +6%
CA
846
Clearstead Advisors
Ohio
$45K +$29.7K +1,726 +267%
KFI
847
Key Financial Inc
Pennsylvania
$43K +$38.7K +2,244 New
TWM
848
Tradition Wealth Management
Minnesota
$43K +$38.7K +2,248 New
BWA
849
BDO Wealth Advisors
Florida
$42K -$20K -1,160 -34%
CFN
850
Cordasco Financial Network
Florida
$42K +$10.7K +620 +38%
32 33
34
35 36