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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1026
Wulff, Hansen & Co
California
$514K – – –
GT
1027
Glenview Trust
Kentucky
$512K +$7.56K +200 +1%
BOM
1028
Bank of Marin
California
$510K -$274K -7,242 -34%
CT
1029
Chicago Trust
Illinois
$509K -$15.8K -418 -3%
PWPS
1030
Pinnacle Wealth Planning Services
Ohio
$509K – – –
IGWM
1031
ICA Group Wealth Management
Colorado
$506K -$4.39K -116 -0.8%
SF
1032
Symphony Financial
Texas
$500K +$18.2K +480 +4%
AG
1033
Ascent Group
Virginia
$499K -$135K -3,578 -24%
GC
1034
Garde Capital
Washington
$499K +$3.78K +100 +0.7%
LC
1035
Lindbrook Capital
California
$498K -$322K -8,504 -38%
CWM
1036
Cedar Wealth Management
California
$497K -$22.7K -600 -4%
IFS
1037
Ifrah Financial Services
Arkansas
$497K +$2.12K +56 +0.4%
OAM
1038
Oppenheimer Asset Management
New York
$494K +$73.5K +1,944 +16%
CFS
1039
CRA Financial Services
New Jersey
$494K +$119K +3,140 +30%
FH
1040
FWG Holdings
Florida
$493K -$14K -370 -3%
BWP
1041
Balboa Wealth Partners
Arizona
$493K +$518K +13,696 New
AIFAIM
1042
American Institute for Advanced Investment Management
Arizona
$492K +$26.5K +700 +5%
FNBOH
1043
First National Bank of Hutchinson
Kansas
$486K – – –
WSCM
1044
Wellington Shields Capital Management
New York
$484K +$46.7K +1,236 +10%
HI
1045
Hudock Inc
Pennsylvania
$481K +$97.3K +2,572 +24%
PWMAG
1046
Pinnacle Wealth Management Advisory Group
New Jersey
$479K -$153K -4,050 -23%
IFAM
1047
Institutional & Family Asset Management
Colorado
$478K -$3.44M -90,862 -87%
PWS
1048
Precision Wealth Strategies
Missouri
$475K +$31K +820 +8%
BJL
1049
Brighton Jones LLC
Washington
$475K +$115K +3,044 +30%
DLHL
1050
Donald L. Hagan LLC
Florida
$474K +$73.3K +1,938 +17%
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42
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