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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
976
LaSalle St. Investment Advisors
Illinois
$924K -$17.3K -302 -2%
BPW
977
BlueDoor Private Wealth
Massachusetts
$922K +$3.15K +55 +0.3%
CRI
978
Colonial River Investments
Virginia
$921K -$156K -2,737 -14%
TPW
979
TOP Private Wealth
Connecticut
$920K +$990K +17,315 New
PCS
980
Private Client Services
Kentucky
$919K +$363K +6,340 +58%
CAM
981
Cozad Asset Management
Illinois
$914K +$212K +3,702 +27%
FMWA
982
Forvis Mazars Wealth Advisors
Missouri
$912K +$166K +2,900 +20%
VCP
983
Verus Capital Partners
Arizona
$912K -$179K -3,126 -15%
JC
984
JM2 Capital
Oklahoma
$910K -$8.23K -144 -0.8%
TC
985
Trust Company
Kansas
$907K -$36.1K -632 -4%
WSFG
986
Wall Street Financial Group
Illinois
$905K -$75.2K -1,315 -7%
PTC
987
Private Trust Company
Ohio
$902K -$55.6K -972 -5%
WMA
988
Wealth Management Associates
New Jersey
$901K +$83.5K +1,460 +9%
DBRC
989
D.B. Root & Company
Pennsylvania
$900K -$97.9K -1,712 -9%
WE
990
Wealth Effects
Massachusetts
$899K -$41K -717 -4%
QWM
991
Quadcap Wealth Management
Texas
$899K +$19.4K +339 +2%
TWA
992
Tandem Wealth Advisors
Arizona
$896K +$52.6K +920 +6%
UBP
993
Union Bancaire Privee
Switzerland
$895K – – –
TW
994
TritonPoint Wealth
Maryland
$894K -$800 -14 -0.1%
IAA
995
Independent Advisor Alliance
North Carolina
$894K -$11M -192,466 -92%
BIG
996
Brookwood Investment Group
Arizona
$890K +$202K +3,532 +27%
TAFW
997
Tred Avon Family Wealth
Maryland
$888K – – –
AIP
998
ARS Investment Partners
New York
$888K -$11K -193 -1%
CWM
999
C2C Wealth Management
Arizona
$886K – – –
CA
1000
Continuum Advisory
Idaho
$881K +$53.7K +939 +6%
38 39
40
41 42