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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1001
Berger Financial Group
Minnesota
$574K -$11.2K -256 -2%
SGFG
1002
Silver Grove Financial Group
New York
$574K +$562K +12,846 New
WG
1003
Welch Group
Alabama
$573K +$21.3K +486 +4%
TH
1004
TCTC Holdings
Texas
$572K – – –
TCM
1005
Triumph Capital Management
Colorado
$572K -$164K -3,736 -23%
CF
1006
Canoe Financial
Alberta, Canada
$570K +$1.05M +24,000 New
BA
1007
Ballew Advisors
Mississippi
$569K -$76K -1,736 -12%
FPW
1008
Flywheel Private Wealth
California
$569K – – –
TCM
1009
Tradewinds Capital Management
Washington
$567K +$6.83K +156 +1%
RMC
1010
Resources Management Corp
Connecticut
$566K -$32K -730 -5%
LWL
1011
Leo Wealth LLC
Texas
$565K -$351K -8,020 -39%
CL
1012
CSS LLC
Illinois
$564K +$553K +12,628 New
BP
1013
BBR Partners
New York
$562K -$13.3K -304 -2%
GLA
1014
Great Lakes Advisors
Illinois
$560K – – –
NG
1015
Norden Group
Utah
$560K – – –
SWP
1016
Sagespring Wealth Partners
Tennessee
$560K -$1.84K -42 -0.3%
MWP
1017
Momentum Wealth Planning
Florida
$554K +$201K +4,600 +59%
FIM
1018
Freedom Investment Management
Connecticut
$554K -$1.14M -26,010 -68%
LWM
1019
Lodestone Wealth Management
Washington
$553K -$4.55K -104 -0.8%
SIA
1020
SeaBridge Investment Advisors
New Jersey
$553K -$35.5K -810 -6%
TWP
1021
Tyche Wealth Partners
Texas
$551K +$17.3K +396 +3%
BBHC
1022
Brown Brothers Harriman & Co
New York
$547K -$53.7K -1,226 -9%
SAM
1023
Sequent Asset Management
Texas
$547K – – –
LI
1024
LRI Investments
Florida
$545K -$22.8K -520 -4%
RFA
1025
Resurgent Financial Advisors
Georgia
$541K -$10.7K -244 -2%
39 40
41
42 43