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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Citizens Financial Group
Rhode Island
$621K -$227K -5,572 -27%
LWP
977
Lumature Wealth Partners
Georgia
$620K +$16.5K +404 +3%
FA
978
Fermata Advisors
California
$619K +$223K +5,464 +56%
SIC
979
Sterling Investment Counsel
New York
$619K +$118K +2,908 +24%
GFA
980
Gallagher Fiduciary Advisors
Illinois
$619K -$134K -3,286 -18%
HCMT
981
Highland Capital Management (Tennessee)
Tennessee
$617K -$11.4K -280 -2%
MC
982
Mathes Company
New York
$613K +$615K +15,100 New
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$611K +$6.03K +148 +1%
CA
984
Clearstead Advisors
Ohio
$610K +$97.4K +2,392 +19%
CSPAM
985
Cary Street Partners Asset Management
Virginia
$608K -$191K -4,684 -24%
QPWM
986
Quadrant Private Wealth Management
Pennsylvania
$607K -$22.2K -546 -4%
SBIA
987
Sheaff Brock Investment Advisors
Indiana
$603K -$51.4K -1,262 -8%
GGS
988
Galvin Gaustad & Stein
Arizona
$601K -$49.9K -1,224 -8%
CP
989
Castleview Partners
Texas
$600K -$778K -19,106 -56%
SW
990
SMART Wealth
Nebraska
$599K +$117K +2,872 +24%
PAMS
991
Pictet Asset Management (Switzerland)
Switzerland
$599K -$385K -9,448 -39%
LSIA
992
LaSalle St. Investment Advisors
Illinois
$599K +$1.14K +28 +0.2%
VNB
993
Virginia National Bank
Virginia
$599K -$18.3K -450 -3%
LL
994
LPWM LLC
Minnesota
$599K +$38.7K +950 +7%
WPC
995
Wedmont Private Capital
Pennsylvania
$597K +$248K +6,096 +71%
TCWM
996
Total Clarity Wealth Management
Illinois
$596K +$896 +22 +0.2%
MCA
997
MSH Capital Advisors
Arizona
$595K +$68K +1,670 +13%
OCM
998
Objective Capital Management
Ohio
$593K -$8.15K -200 -1%
BFIC
999
Bedell Frazier Investment Counselling
California
$590K – – –
CBT
1000
Central Bank & Trust
Kentucky
$590K -$27.3K -670 -4%
38 39
40
41 42