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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
851
Triumph Capital Management
Colorado
$1M -$497K -10,934 -32%
DI
852
Diligent Investors
California
$1M +$52.4K +1,154 +5%
PPW
853
Parcion Private Wealth
Washington
$1,000K +$2.82K +62 +0.3%
3AM
854
3EDGE Asset Management
Florida
$999K +$208K +4,568 +24%
TPCW
855
TD Private Client Wealth
New York
$997K -$99.5K -2,190 -9%
ICP
856
Interchange Capital Partners
Pennsylvania
$989K -$145K -3,196 -12%
PAM
857
Peak Asset Management
Colorado
$984K – – –
MSFS
858
Main Street Financial Solutions
Pennsylvania
$984K +$35.4K +780 +4%
LC
859
Lindbrook Capital
California
$981K – – –
HNWAG
860
High Net Worth Advisory Group
Florida
$978K – – –
AF
861
Apollon Financial
South Carolina
$977K +$32.7K +720 +3%
SA
862
Sovran Advisors
California
$976K +$972K +21,390 New
CCA
863
Criterion Capital Advisors
Tennessee
$974K – – –
MPW
864
MA Private Wealth
California
$973K – – –
NCM
865
Narwhal Capital Management
Georgia
$971K -$421K -9,266 -29%
MMPW
866
Mitchell McLeod Pugh & Williams
Alabama
$971K +$23.3K +512 +2%
WWA
867
Wisconsin Wealth Advisors
Wisconsin
$967K +$1.03M +22,572 New
CIAS
868
Capital Investment Advisory Services
North Carolina
$966K -$113K -2,480 -10%
TCMP
869
Thrive Capital Management (Pennsylvania)
Pennsylvania
$958K +$573K +12,602 +129%
PIA
870
Powell Investment Advisors
Florida
$958K +$102K +2,250 +11%
PAS
871
PKS Advisory Services
New York
$955K +$1.01M +22,304 New
BA
872
Ballew Advisors
Mississippi
$953K -$1K -22 -0.1%
CG
873
Caprock Group
Idaho
$952K +$117K +2,578 +13%
IAG
874
Ipsen Advisor Group
Arkansas
$951K +$1.01M +22,198 New
HTC
875
Haverford Trust Company
Pennsylvania
$950K +$81.2K +1,786 +9%
33 34
35
36 37