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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
1076
Live Oak Investment Partners
Texas
$598K – – –
MMCM
1077
Murphy & Mullick Capital Management
New York
$596K +$632K +13,912 New
JFGIW
1078
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$596K +$355K +7,806 +135%
DWM
1079
Denver Wealth Management
Colorado
$596K -$23.4K -516 -4%
BFAG
1080
Blackston Financial Advisory Group
Florida
$594K +$98.8K +2,174 +19%
CI
1081
CX Institutional
Indiana
$591K -$830K -18,254 -57%
SVWAG
1082
Sound View Wealth Advisors Group
Georgia
$590K +$6.18K +136 +1%
AAS
1083
Annex Advisory Services
Wisconsin
$589K +$144K +3,174 +30%
CTB
1084
Country Trust Bank
Illinois
$588K +$410K +9,020 +192%
BKA
1085
Brick & Kyle Associates
Pennsylvania
$587K +$9.27K +204 +2%
FPW
1086
Flywheel Private Wealth
California
$587K +$623K +13,700 New
BWM
1087
Birchcreek Wealth Management
Ohio
$585K +$71.3K +1,568 +13%
1SB
1088
1ST Source Bank
Indiana
$582K -$117K -2,580 -16%
RFO
1089
RiverGlades Family Offices
Florida
$581K +$6.82K +150 +1%
TVM
1090
True Vision MN
Minnesota
$581K +$617K +13,566 New
SW
1091
SVB Wealth
Massachusetts
$581K +$616K +13,556 New
GA
1092
Geller Advisors
New York
$577K +$613K +13,482 New
CFG
1093
Cooper Financial Group
California
$577K -$14.4K -316 -2%
BAM
1094
Berkshire Asset Management
Pennsylvania
$576K -$5.45K -120 -0.9%
RC
1095
Rovin Capital
Arizona
$575K +$20.7K +456 +4%
CL
1096
COWA LLC
Oklahoma
$573K -$246K -5,408 -29%
NWM
1097
Nova Wealth Management
Florida
$573K +$608K +13,378 New
MWAM
1098
Manhattan West Asset Management
California
$571K +$276K +6,064 +83%
CWP
1099
Cyndeo Wealth Partners
Florida
$571K +$76.4K +1,682 +14%
MAM
1100
Milestone Asset Management
Pennsylvania
$571K -$120K -2,650 -17%
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