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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
826
AXS Investments
New York
$891K – – –
SRSA
827
S.R. Schill & Associates
Washington
$887K +$931K +24,626 New
JCM
828
Jacobi Capital Management
Pennsylvania
$879K +$57.5K +1,520 +7%
MWM
829
Marion Wealth Management
Pennsylvania
$878K +$83.4K +2,206 +10%
NHC
830
Nicholas Hoffman & Company
Georgia
$877K +$40.5K +1,072 +5%
WWM
831
Windsor Wealth Management
Indiana
$870K -$3.78K -100 -0.5%
FIM
832
Fernwood Investment Management
Massachusetts
$867K +$17.2K +456 +2%
EIP
833
Ellis Investment Partners
Pennsylvania
$867K +$146K +3,858 +19%
IAS
834
Investment Advisory Services
Texas
$867K +$435K +11,510 +92%
BFA
835
Beaumont Financial Advisors
Massachusetts
$859K +$573K +15,154 +174%
FEM
836
Fulcrum Equity Management
Texas
$857K -$38.6K -1,022 -4%
LMKC
837
L.M. Kohn & Company
Ohio
$857K +$272K +7,190 +43%
SG
838
Somerset Group
Minnesota
$856K +$162K +4,280 +22%
MFA
839
Mayflower Financial Advisors
Massachusetts
$853K -$399K -10,544 -31%
PTC
840
Private Trust Company
Ohio
$850K -$2.27K -60 -0.3%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$849K -$167K -4,420 -16%
CPA
842
Cardiff Park Advisors
California
$846K – – –
TCM
843
Triumph Capital Management
Colorado
$842K +$884K +23,378 New
CMS
844
Capital Market Strategies
Florida
$841K -$15.6K -412 -2%
SWMP
845
Signature Wealth Management Partners
New Jersey
$841K +$384K +10,156 +77%
VDBMI
846
Van Den Berg Management I
Texas
$840K -$55K -1,454 -6%
TSWM
847
Tyler-Stone Wealth Management
Ohio
$838K +$23.2K +614 +3%
TPWA
848
TRUE Private Wealth Advisors
Oregon
$837K +$3.71K +98 +0.4%
GIM
849
Goelzer Investment Management
Indiana
$835K +$14.7K +390 +2%
FA
850
Flagstar Advisors
New York
$830K -$43.9K -1,160 -5%
32 33
34
35 36