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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
976
Monetary Management Group
Missouri
$855K +$19.6K +450 +2%
RWB
977
RMR Wealth Builders
New Jersey
$851K -$92.5K -2,124 -10%
RIL
978
Rothschild Investment LLC
Illinois
$850K -$1.48K -34 -0.2%
LAM
979
LifePro Asset Management
California
$850K -$7.96M -182,908 -90%
SOS
980
Silver Oak Securities
Tennessee
$847K +$843K +19,374 New
SIA
981
Schechter Investment Advisors
Michigan
$846K -$34.7K -796 -4%
JSW
982
Journey Strategic Wealth
New Jersey
$844K +$464K +10,662 +124%
NRS
983
Neville Rodie & Shaw
New York
$842K +$57.5K +1,320 +7%
LGA
984
Lebenthal Global Advisors
New York
$833K +$28.7K +660 +4%
PFSC
985
Peoples Financial Services Corp
Pennsylvania
$831K – – –
BCA
986
Bay Colony Advisors
Massachusetts
$826K +$165K +3,784 +25%
TA
987
TrueWealth Advisors
Alabama
$826K +$94.2K +2,164 +13%
GA
988
GoalVest Advisory
New York
$825K – – –
WAAG
989
Wealth Alliance Advisory Group
Kansas
$824K +$118K +2,714 +17%
AWM
990
Avitas Wealth Management
California
$823K +$50.4K +1,158 +7%
MCCP
991
Mission Creek Capital Partners
California
$823K -$522 -12 -0.1%
TFA
992
Teamwork Financial Advisors
Texas
$820K -$102K -2,336 -11%
HWM
993
HB Wealth Management
Georgia
$817K +$540K +12,406 +198%
AWM
994
Activest Wealth Management
Florida
$813K +$135K +3,098 +18%
MC
995
Mathes Company
New York
$813K -$39.2K -900 -5%
NB
996
Northwest Bancshares
Pennsylvania
$813K -$47.6K -1,094 -6%
BIM
997
Bullseye Investment Management
Ohio
$811K -$4.29M -98,466 -84%
TCM
998
Triumph Capital Management
Colorado
$808K -$214K -4,912 -21%
TCM
999
Towercrest Capital Management
Pennsylvania
$807K – – –
SWM
1000
SeaCrest Wealth Management
New York
$806K +$18.9K +434 +2%
38 39
40
41 42