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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1101
Creekside Partners
California
$458K – – –
RIA
1102
RPG Investment Advisory
California
$458K -$25.6K -584 -5%
TW
1103
Towerpoint Wealth
California
$458K +$88 +2 +0%
SAM
1104
Silvercrest Asset Management
New York
$458K +$21.7K +496 +5%
MMA
1105
Miracle Mile Advisors
California
$457K +$29.2K +668 +7%
SFPG
1106
Stonebridge Financial Planning Group
Florida
$455K -$366K -8,350 -45%
WP
1107
WealthPLAN Partners
Nebraska
$454K +$92.3K +2,108 +26%
CPA
1108
Court Place Advisors
Maryland
$451K -$37.2K -850 -8%
AFG
1109
Allegheny Financial Group
Pennsylvania
$451K +$175 +4 +0%
LGWM
1110
Litman Gregory Wealth Management
California
$450K -$4.03K -92 -0.9%
FSA
1111
Fort Sheridan Advisors
Illinois
$448K – – –
JHC
1112
J. Hagan Capital
Kentucky
$448K -$700K -15,992 -61%
CFA
1113
Cahill Financial Advisors
Minnesota
$448K -$55.5K -1,268 -11%
CWM
1114
Circle Wealth Management
New Jersey
$447K +$71.6K +1,636 +20%
BFA
1115
Beaumont Financial Advisors
Massachusetts
$447K -$29K -662 -6%
MWM
1116
Meadowbrook Wealth Management
New York
$446K +$437K +9,990 New
MWP
1117
Madison Wealth Partners
Wisconsin
$444K +$613 +14 +0.1%
CASB
1118
Cape Ann Savings Bank
Massachusetts
$443K -$7.27K -166 -2%
GCM
1119
Generation Capital Management
New York
$440K +$432K +9,858 New
T
1120
Tidemark
California
$438K -$11.5K -262 -3%
PCM
1121
Pennsylvania Capital Management
Pennsylvania
$437K +$175 +4 +0%
BWS
1122
Buck Wealth Strategies
Colorado
$433K +$1.05K +24 +0.2%
LSPW
1123
Lake Street Private Wealth
Illinois
$431K -$91.6K -2,092 -18%
WWC
1124
Waypoint Wealth Counsel
Georgia
$427K – – –
GAG
1125
GM Advisory Group
New York
$427K -$132K -3,010 -24%
43 44
45
46 47