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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1026
Williams Jones Wealth Management
New York
$609K +$110K +2,582 +21%
PMG
1027
ProVise Management Group
Florida
$607K -$1,000K -23,378 -61%
TCWM
1028
Total Clarity Wealth Management
Illinois
$607K +$144K +3,358 +30%
BFIC
1029
Bedell Frazier Investment Counselling
California
$602K -$36.3K -850 -6%
WCM
1030
WealthBridge Capital Management
Ohio
$601K +$86.7K +2,028 +16%
GCA
1031
Greenwood Capital Associates
South Carolina
$592K -$18.6K -434 -3%
BWM
1032
Birchcreek Wealth Management
Ohio
$586K +$6.24K +146 +1%
NEAM
1033
New England Asset Management
Connecticut
$586K – – –
PWPS
1034
Pinnacle Wealth Planning Services
Ohio
$586K – – –
PJSIMP
1035
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$174K +4,066 +41%
GWP
1036
Gateway Wealth Partners
Wisconsin
$585K -$19.4K -454 -3%
AWM
1037
Accurate Wealth Management
Florida
$584K +$74.4K +1,740 +15%
KFP
1038
KMG Fiduciary Partners
Ohio
$584K +$82.2K +1,922 +16%
AIP
1039
Ahrens Investment Partners
Louisiana
$584K +$337K +7,878 +127%
GAA
1040
Global Assets Advisory
Florida
$581K +$48.7K +1,140 +9%
PC
1041
Permanens Capital
New York
$580K +$599K +14,000 New
IA
1042
Insight Advisors
Pennsylvania
$579K -$69.6K -1,628 -10%
BWP
1043
Balboa Wealth Partners
Arizona
$576K +$35.2K +824 +6%
SVWAG
1044
Sound View Wealth Advisors Group
Georgia
$574K -$42K -982 -7%
DJYG
1045
David J. Yvars Group
Florida
$574K +$252K +5,890 +74%
JWA
1046
JFS Wealth Advisors
Pennsylvania
$570K +$10.1K +236 +2%
LL
1047
LPWM LLC
Minnesota
$570K – – –
WPW
1048
Watershed Private Wealth
Illinois
$570K – – –
9WM
1049
9258 Wealth Management
Ohio
$570K -$23.9K -558 -4%
GIA
1050
Guyasuta Investment Advisors
Pennsylvania
$569K +$32.5K +760 +6%
40 41
42
43 44