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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1001
Objective Capital Management
Ohio
$326K +$332K +11,742 New
APW
1002
Acima Private Wealth
Virginia
$325K -$7.4K -262 -2%
CCM
1003
Cox Capital Management
Massachusetts
$325K +$6.05K +214 +2%
NSIM
1004
North Star Investment Management
Illinois
$324K +$226 +8 +0.1%
AIM
1005
AHL Investment Management
Florida
$322K +$327K +11,588 New
TWM
1006
Tradition Wealth Management
Minnesota
$321K +$29.2K +1,032 +10%
APIM
1007
Agate Pass Investment Management
Washington
$321K +$326K +11,550 New
CWC
1008
Carolinas Wealth Consulting
North Carolina
$320K +$3.96K +140 +1%
JAG
1009
Journey Advisory Group
Kentucky
$319K -$8.48K -300 -3%
RWA
1010
Roberts Wealth Advisors
California
$319K -$4.29K -152 -1%
WHC
1011
Wulff, Hansen & Co
California
$319K +$325K +11,500 New
ACM
1012
Alpha Capital Management
Texas
$318K +$622 +22 +0.2%
CASB
1013
Cape Ann Savings Bank
Massachusetts
$316K – – –
MMG
1014
Monetary Management Group
Missouri
$316K +$48K +1,700 +18%
MW
1015
Marcum Wealth
Ohio
$315K +$14.4K +510 +5%
FSA
1016
Fort Sheridan Advisors
Illinois
$315K +$320K +11,342 New
MA
1017
MBA Advisors
Pennsylvania
$314K -$904 -32 -0.3%
PT
1018
Plimoth Trust
Massachusetts
$314K +$75.8K +2,684 +31%
HAS
1019
HBW Advisory Services
California
$313K -$44.9K -1,590 -12%
FMN
1020
Financial Management Network
California
$313K -$12.2K -430 -4%
TW
1021
Towerpoint Wealth
California
$313K – – –
BA
1022
Bridgewater Advisors
New York
$312K +$317K +11,232 New
LFGH
1023
Lee Financial Group Hawaii
Hawaii
$308K -$54.8K -1,940 -15%
BA
1024
Bristlecone Advisors
Washington
$303K +$452 +16 +0.1%
ML
1025
McAdam LLC
Pennsylvania
$302K +$29.9K +1,058 +11%
39 40
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