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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
876
Iconiq Capital
California
$397K – – –
BAIA
877
Bel Air Investment Advisors
California
$397K +$383K +14,728 New
APP
878
Avantax Planning Partners
Iowa
$395K +$16.1K +620 +4%
PP
879
Patron Partners
Texas
$393K -$52.6K -2,022 -12%
SG
880
StoneX Group
New York
$392K +$64.4K +2,476 +20%
BEI
881
Benjamin Edwards Inc
Missouri
$390K -$311K -11,964 -45%
BA
882
Bristlecone Advisors
Washington
$386K – – –
MCCP
883
Mission Creek Capital Partners
California
$386K +$59K +2,270 +19%
AAS
884
Annex Advisory Services
Wisconsin
$386K +$373K +14,334 New
MW
885
Marcum Wealth
Ohio
$385K -$22.6K -868 -6%
SWM
886
SeaCrest Wealth Management
New York
$385K +$56.3K +2,164 +18%
RWB
887
RMR Wealth Builders
New Jersey
$381K +$72.8K +2,798 +25%
ZIM
888
Zacks Investment Management
Illinois
$378K +$365K +14,032 New
IFA
889
Interactive Financial Advisors
Illinois
$377K -$4.16K -160 -1%
SCM
890
Southport Capital Management
Tennessee
$377K +$7.54K +290 +2%
CTB
891
Country Trust Bank
Illinois
$376K -$4.37K -168 -1%
SFA
892
Source Financial Advisors
New York
$376K +$7.8K +300 +2%
BOM
893
Bank of Marin
California
$373K +$8.32K +320 +2%
LCP
894
Legacy Capital Partners
Wisconsin
$369K +$26K +1,000 +8%
NFP
895
Novak Financial Planning
Maryland
$368K -$10.8K -416 -3%
BRWM
896
B. Riley Wealth Management
Tennessee
$367K -$27.1K -1,044 -7%
TWM
897
Titus Wealth Management
California
$365K +$352K +13,540 New
JWA
898
JFS Wealth Advisors
Pennsylvania
$364K +$348K +13,382 +9,697%
CBT
899
Central Bank & Trust
Kentucky
$362K -$63K -2,424 -15%
TW
900
Towerpoint Wealth
California
$359K – – –
34 35
36
37 38