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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1051
Basso Capital Management
Connecticut
$697K +$325K +7,600 +84%
RFN
1052
Redwood Financial Network
Ohio
$692K +$81.6K +1,908 +13%
CT
1053
Cambridge Trust
Massachusetts
$689K – – –
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$680K +$28.9K +676 +4%
GSIAS
1055
Garden State Investment Advisory Services
New Jersey
$675K +$63.4K +1,482 +10%
HVP
1056
Hudson Value Partners
Florida
$674K -$76.9K -1,798 -10%
VM
1057
VPR Management
Texas
$671K – – –
WFAG
1058
Worth Financial Advisory Group
North Carolina
$669K -$10.8K -252 -2%
KCM
1059
Kanawha Capital Management
Virginia
$669K +$7.36K +172 +1%
GWM
1060
Greenwich Wealth Management
Connecticut
$667K -$74K -1,730 -10%
SC
1061
Solstein Capital
California
$667K +$6.84K +160 +1%
FEM
1062
Fulcrum Equity Management
Texas
$666K +$142K +3,332 +27%
BFA
1063
Brendel Financial Advisors
New Hampshire
$664K -$12.8K -300 -2%
PJSIMP
1064
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K +$58.4K +1,366 +9%
TWA
1065
Tandem Wealth Advisors
Arizona
$663K -$17.6K -412 -3%
KLCM
1066
KG&L Capital Management
Louisiana
$662K -$3.33K -78 -0.5%
YIA
1067
YHB Investment Advisors
Connecticut
$657K +$1.28K +30 +0.2%
GF
1068
Gries Financial
Ohio
$655K -$14.7K -344 -2%
ST
1069
Spinnaker Trust
Maine
$654K – – –
PRS
1070
Pinkerton Retirement Specialists
Idaho
$653K +$164K +3,840 +33%
BFAG
1071
Blackston Financial Advisory Group
Florida
$649K -$216K -5,042 -25%
CA
1072
Clearstead Advisors
Ohio
$649K +$67.6K +1,580 +11%
MAC
1073
Mason & Associates (California)
California
$648K – – –
NFA
1074
Northwest Financial Advisors
Virginia
$643K +$656K +15,332 New
CWM
1075
Circle Wealth Management
New Jersey
$642K +$362K +8,472 +124%
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