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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
826
Caprock Group
Idaho
$920K +$270K +7,804 +48%
TC
827
Trust Company
Kansas
$918K -$468K -13,522 -36%
EPA
828
Element Pointe Advisors
Florida
$915K -$261K -7,540 -24%
PWS
829
Precision Wealth Strategies
Missouri
$915K +$829K +23,944 New
BCM
830
BlueCrest Capital Management
Jersey
$914K +$828K +23,920 New
SA
831
Strategic Advisors
New York
$910K – – –
TPWA
832
TRUE Private Wealth Advisors
Oregon
$908K -$193K -5,580 -20%
MFW
833
Meristem Family Wealth
Minnesota
$905K -$449K -12,952 -35%
EHC
834
Everett Harris & Co
California
$902K +$182K +5,256 +29%
FEM
835
Fulcrum Equity Management
Texas
$899K -$281K -8,126 -26%
NCM
836
Narwhal Capital Management
Georgia
$898K +$502K +14,500 +161%
WT
837
Whittier Trust
California
$893K +$55.4K +1,600 +7%
NHC
838
Nicholas Hoffman & Company
Georgia
$890K +$2.01K +58 +0.2%
TDC
839
Thompson Davis & Co
Virginia
$890K +$807K +23,296 New
SWM
840
Shelton Wealth Management
Texas
$888K +$805K +23,230 New
FHC
841
First Heartland Consultants
Missouri
$888K +$805K +23,242 New
CMS
842
Capital Market Strategies
Florida
$885K +$193K +5,568 +32%
TSWM
843
Tyler-Stone Wealth Management
Ohio
$884K +$23.6K +682 +3%
TFCP
844
Twin Focus Capital Partners
Massachusetts
$873K +$98.7K +2,850 +14%
OFS
845
Oldfather Financial Services
Nebraska
$872K -$710K -20,500 -48%
GA
846
GFS Advisors
Texas
$871K -$1.47M -42,400 -65%
FT
847
Fiduciary Trust
Massachusetts
$869K +$66.6K +1,922 +9%
JF
848
JSF Financial
California
$869K +$115K +3,314 +17%
RFWA
849
RPg Family Wealth Advisory
Massachusetts
$866K -$151K -4,372 -16%
PWP
850
Principle Wealth Partners
Connecticut
$858K +$778K +22,460 New
32 33
34
35 36