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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
926
Carlton Hofferkamp & Jenks Wealth Management
Texas
$920K +$88 +2 +0%
AWM
927
Aberdeen Wealth Management
Illinois
$918K – – –
OSAM
928
O'Shaughnessy Asset Management
Connecticut
$913K +$333K +7,622 +61%
BA
929
Ballew Advisors
Mississippi
$911K -$2.8K -64 -0.3%
CIA
930
Cladis Investment Advisory
Montana
$910K -$6.13K -140 -0.7%
BFS
931
Bradley Foster & Sargent
Connecticut
$907K – – –
MFA
932
Mayflower Financial Advisors
Massachusetts
$905K -$13.8K -316 -2%
LFM
933
Lumina Fund Management
New York
$904K +$438K +10,000 +100%
MTCM
934
Mint Tower Capital Management
Netherlands
$904K +$875K +20,000 New
SIS
935
Susquehanna International Securities
Ireland
$904K +$875K +20,000 New
PG
936
Proffitt & Goodson
Tennessee
$903K -$27K -618 -3%
HTC
937
Haverford Trust Company
Pennsylvania
$900K -$234K -5,342 -21%
WA
938
Wealthstar Advisors
Texas
$900K -$26K -594 -3%
H
939
HoyleCohen
California
$894K +$50.3K +1,150 +6%
PIA
940
Powell Investment Advisors
Florida
$891K +$3.85K +88 +0.4%
AWM
941
Avitas Wealth Management
California
$888K +$263 +6 +0%
PFA
942
Pathway Financial Advisors
Vermont
$888K +$30.5K +696 +4%
MCCP
943
Mission Creek Capital Partners
California
$883K +$2.01K +46 +0.2%
IP
944
Investment Partners
Ohio
$883K +$963 +22 +0.1%
FTA
945
Financial & Tax Architects
Missouri
$882K +$854K +19,508 New
SIA
946
Schechter Investment Advisors
Michigan
$877K -$2.45K -56 -0.3%
GIM
947
Goelzer Investment Management
Indiana
$877K -$95.8K -2,190 -10%
WWC
948
Waypoint Wealth Counsel
Georgia
$877K -$11.1K -254 -1%
UIA
949
Ulland Investment Advisors
Minnesota
$876K -$4.38K -100 -0.5%
RWA
950
Redhawk Wealth Advisors
Minnesota
$873K -$1.66K -38 -0.2%
36 37
38
39 40