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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LL
1026
LPWM LLC
Minnesota
$704K +$51.4K +1,174 +8%
FMWA
1027
Forvis Mazars Wealth Advisors
Missouri
$702K +$21K +480 +3%
GAA
1028
Global Assets Advisory
Florida
$701K +$78.8K +1,800 +13%
MAC
1029
Mason & Associates (California)
California
$699K -$93K -2,126 -12%
RWA
1030
Redmont Wealth Advisors
Illinois
$697K -$7.88K -180 -1%
SCM
1031
Stevens Capital Management
Pennsylvania
$696K -$26.2M -598,318 -97%
BKA
1032
Brick & Kyle Associates
Pennsylvania
$692K +$364K +8,310 +119%
IA
1033
Insight Advisors
Pennsylvania
$686K +$127K +2,902 +24%
LPAM
1034
Lodestar Private Asset Management
California
$685K +$71.5K +1,634 +12%
MC
1035
Mathes Company
New York
$682K
LCM
1036
Lunt Capital Management
Utah
$681K +$660K +15,076 New
SVWAG
1037
Sound View Wealth Advisors Group
Georgia
$681K +$61.1K +1,396 +10%
SQA
1038
Simon Quick Advisors
New Jersey
$679K -$441K -10,068 -40%
QPWM
1039
Quadrant Private Wealth Management
Pennsylvania
$676K
GW
1040
GW & Wade
Massachusetts
$669K -$308K -7,048 -32%
LSIA
1041
LaSalle St. Investment Advisors
Illinois
$667K +$88 +2 +0%
BIA
1042
Benchmark Investment Advisors
Illinois
$666K +$25.4K +580 +4%
JWA
1043
JFS Wealth Advisors
Pennsylvania
$665K +$40.8K +932 +7%
GCA
1044
Greenwood Capital Associates
South Carolina
$663K +$258K +5,896 +67%
GSIAS
1045
Garden State Investment Advisory Services
New Jersey
$661K +$30.7K +702 +5%
RFN
1046
Redwood Financial Network
Ohio
$660K -$138K -3,156 -18%
PJSIMP
1047
P.J. Schmidt Investment Management (PJS)
Wisconsin
$660K +$41.9K +958 +7%
VNB
1048
Virginia National Bank
Virginia
$653K -$13.8K -316 -2%
GIA
1049
Guyasuta Investment Advisors
Pennsylvania
$652K +$38.1K +870 +6%
GGS
1050
Galvin Gaustad & Stein
Arizona
$650K -$18.7K -428 -3%