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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1076
Naples Global Advisors
Florida
$505K – – –
MWM
1077
Modera Wealth Management
New Jersey
$504K +$13.2K +318 +3%
PSF
1078
Pacific Sun Financial
California
$502K +$66.2K +1,590 +16%
OIA
1079
Optimum Investment Advisors
Illinois
$499K +$9.66K +232 +2%
LSPW
1080
Lake Street Private Wealth
Illinois
$498K -$19.5K -468 -4%
SW
1081
SMART Wealth
Nebraska
$497K -$3.38M -81,180 -87%
FCFC
1082
First Citizens Financial Corp
Iowa
$497K +$174K +4,174 +55%
TAM
1083
TCP Asset Management
Ohio
$495K -$1.17K -28 -0.2%
PCM
1084
Prelude Capital Management
New York
$493K +$83.1K +1,996 +21%
SXL
1085
Summit X LLC
Missouri
$493K -$3.08K -74 -0.6%
OWP
1086
Obermeyer Wealth Partners
Colorado
$492K +$20K +480 +4%
DLHL
1087
Donald L. Hagan LLC
Florida
$492K +$36.9K +886 +8%
NSIM
1088
North Star Investment Management
Illinois
$491K -$247K -5,934 -34%
OCM
1089
Objective Capital Management
Ohio
$491K +$78.9K +1,894 +20%
SMA
1090
Sage Mountain Advisors
Georgia
$490K -$25.8K -620 -5%
NPT
1091
Nixon Peabody Trust
Massachusetts
$488K -$20.8K -500 -4%
RWS
1092
Resolute Wealth Strategies
Mississippi
$487K -$12.2K -292 -2%
HVP
1093
Hudson Value Partners
Florida
$486K -$20.4K -490 -4%
FA
1094
Fermata Advisors
California
$486K -$327K -7,850 -41%
1L
1095
10Elms LLP
Oklahoma
$484K -$6.66K -160 -1%
LA
1096
Lifeworks Advisors
Michigan
$483K -$61.6K -1,478 -11%
1SB
1097
1ST Source Bank
Indiana
$482K -$91.6K -2,200 -16%
DI
1098
Disciplined Investments
Oklahoma
$482K -$10.9K -262 -2%
FCAS
1099
First Command Advisory Services
Texas
$480K +$187K +4,482 +65%
QFA
1100
Quattro Financial Advisors
Texas
$480K -$41.1K -986 -8%
42 43
44
45 46