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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
951
Cobiz Wealth
Colorado
– -$213K -7,436 Closed
KFC
952
Klingenstein Fields & Co
New York
– -$209K -7,284 Closed
EFS
953
Essex Financial Services
Connecticut
– -$201K -7,000 Closed
NA
954
Nottingham Advisors
New York
– -$244K -6,446 Closed
AS
955
Altshuler Shaham
Israel
– -$172K -6,000 Closed
RWA
956
River Wealth Advisors
Pennsylvania
– -$158K -5,494 Closed
BAM
957
Belpointe Asset Management
Nevada
– -$122K -4,262 Closed
CA
958
Claro Advisors
Massachusetts
– -$122K -3,220 Closed
MWA
959
Meridian Wealth Advisors
Texas
– -$72K -2,500 Closed
HDIM
960
Hanson & Doremus Investment Management
Vermont
– -$63K -2,200 Closed
BAM
961
Brave Asset Management
New Jersey
– -$44K -1,550 Closed
WVP
962
Worth Venture Partners
New Jersey
– -$39K -1,410 Closed
BWM
963
Baystate Wealth Management
Massachusetts
– -$34K -1,054 Closed
ECM
964
ExodusPoint Capital Management
New York
– -$29K -1,012 Closed
HT
965
Heritage Trust
Oklahoma
– -$20K -710 Closed
BDWM
966
Brewin Dolphin Wealth Management
Ireland
– -$20.1K -700 Closed
KCM
967
Karp Capital Management
California
– -$20K -700 Closed
JA
968
JOYN Advisors
Georgia
– -$19K -662 Closed
RCG
969
Ruggie Capital Group
Florida
– -$15K -538 Closed
WANY
970
Wealthspire Advisors (New York)
New York
– -$11K -392 Closed
SGS
971
Sterling Global Strategies
California
– -$8.6K -300 Closed
ONST
972
Old North State Trust
North Carolina
– -$7K -250 Closed
M
973
MOTCO
Texas
– -$7K -228 Closed
HPC
974
HM Payson & Co
Maine
– -$6K -212 Closed
RAM
975
Riggs Asset Management
Pennsylvania
– -$5K -190 Closed
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