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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWMG
926
DB Wealth Management Group
California
$702K +$636K +18,370 New
SIC
927
Salem Investment Counselors
North Carolina
$700K +$36.2K +1,044 +6%
FA
928
Flagstar Advisors
New York
$700K +$323K +9,314 +103%
EWM
929
Edge Wealth Management
New York
$698K -$224K -6,470 -26%
GEA
930
Glen Eagle Advisors
New Jersey
$695K +$343K +9,904 +119%
WCG
931
Weaver Consulting Group
California
$695K -$15.1K -436 -2%
CHJWM
932
Carlton Hofferkamp & Jenks Wealth Management
Texas
$693K +$139 +4 +0%
AFM
933
Andesa Financial Management
Pennsylvania
$692K – – –
PFBT
934
Parkside Financial Bank & Trust
Missouri
$688K – – –
SWM
935
Scissortail Wealth Management
Oklahoma
$688K +$600K +17,332 New
BOM
936
Bank of Marin
California
$687K +$76.5K +2,208 +14%
CTI
937
Community Trust & Investment
Kentucky
$686K – – –
YIA
938
YHB Investment Advisors
Connecticut
$685K -$27.6K -798 -4%
PWM
939
Purus Wealth Management
California
$685K +$620K +17,910 New
PFA
940
Pathway Financial Advisors
Vermont
$684K – – –
IGWM
941
ICA Group Wealth Management
Colorado
$682K +$529K +15,264 New
PWMAG
942
Pinnacle Wealth Management Advisory Group
New Jersey
$676K +$88.3K +2,550 +17%
AI
943
AXS Investments
New York
$673K -$349K -10,070 -36%
AWA
944
Alta Wealth Advisors
Massachusetts
$673K +$610K +17,610 New
LAM
945
LifePro Asset Management
California
$672K +$166K +4,784 +37%
CFG
946
Cooper Financial Group
California
$671K +$201K +5,796 +49%
GGS
947
Galvin Gaustad & Stein
Arizona
$670K +$10.8K +312 +2%
TI
948
tru Independence
Oregon
$669K -$8.24K -238 -1%
S
949
SignatureFD
Georgia
$669K +$61.8K +1,784 +11%
AWMS
950
Advocacy Wealth Management Services
Georgia
$667K -$5.98M -172,560 -91%
36 37
38
39 40