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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
EFMC
1076
Empire Financial Management Company
New York
$559K – – –
BFM
1077
Boston Financial Management
Massachusetts
$558K -$715K -16,000 -56%
CWM
1078
Circle Wealth Management
New Jersey
$557K -$122K -2,724 -18%
TWA
1079
Tandem Wealth Advisors
Arizona
$554K +$9.74K +218 +2%
CSPAM
1080
Cary Street Partners Asset Management
Virginia
$554K -$88.2K -1,974 -14%
NPT
1081
Nixon Peabody Trust
Massachusetts
$553K +$563K +12,600 New
9WM
1082
9258 Wealth Management
Ohio
$553K – – –
CFO
1083
Collective Family Office
Pennsylvania
$551K +$69.7K +1,560 +14%
BOM
1084
Bank of Marin
California
$551K -$20.9K -468 -4%
ST
1085
Sageworth Trust
Pennsylvania
$549K – – –
SFM
1086
Signet Financial Management
New Jersey
$548K +$30.7K +686 +6%
AWM
1087
Aries Wealth Management
Maine
$547K +$17K +380 +3%
TW
1088
Towerpoint Wealth
California
$546K – – –
CT
1089
Chicago Trust
Illinois
$546K -$4.47K -100 -0.8%
RIA
1090
RPG Investment Advisory
California
$546K -$32.4K -724 -6%
LSPW
1091
Lake Street Private Wealth
Illinois
$544K -$1.13M -25,292 -67%
BJL
1092
Brighton Jones LLC
Washington
$543K -$248K -5,542 -31%
OBWG
1093
Onyx Bridge Wealth Group
New York
$542K -$10M -224,118 -95%
DFCM
1094
Dark Forest Capital Management
Puerto Rico
$542K -$337K -7,534 -38%
FMN
1095
Financial Management Network
California
$540K +$2.15K +48 +0.4%
FNBOH
1096
First National Bank of Hutchinson
Kansas
$538K – – –
SAM
1097
Sequent Asset Management
Texas
$538K – – –
PT
1098
Plimoth Trust
Massachusetts
$535K +$83.7K +1,872 +18%
SMA
1099
Sage Mountain Advisors
Georgia
$534K – – –
FFWA
1100
FRG Family Wealth Advisors
Washington
$534K +$16.1K +360 +3%
42 43
44
45 46