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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1126
Litman Gregory Wealth Management
California
$363K – – –
LL
1127
LPWM LLC
Minnesota
$363K +$31K +820 +9%
AT
1128
American Trust
Kentucky
$363K +$71.6K +1,894 +23%
RTS
1129
Round Table Services
New Jersey
$362K +$12.9K +340 +3%
KFP
1130
KMG Fiduciary Partners
Ohio
$360K – – –
DI
1131
Disciplined Investments
Oklahoma
$360K +$4.39K +116 +1%
IA
1132
Insight Advisors
Pennsylvania
$360K +$5.97K +158 +2%
NEPWA
1133
New England Private Wealth Advisors
Massachusetts
$359K +$172K +4,552 +84%
PFO
1134
Pathstone Family Office
New Jersey
$358K +$30.7K +812 +9%
SCM
1135
Sterneck Capital Management
Missouri
$357K +$14.4K +382 +4%
PG
1136
Patten Group
Tennessee
$355K -$2.19K -58 -0.7%
WG
1137
Welch Group
Alabama
$355K +$53.9K +1,426 +17%
SXL
1138
Summit X LLC
Missouri
$355K +$371K +9,804 New
SAG
1139
Spotlight Asset Group
Illinois
$354K +$308K +8,132 New
CMI
1140
Clare Market Investments
Texas
$352K +$142K +3,752 +62%
SAM
1141
SignalPoint Asset Management
Missouri
$352K +$3.71K +98 +1%
PAM
1142
Private Asset Management
California
$348K +$21.3K +564 +6%
SAM
1143
Seelaus Asset Management
New Jersey
$348K +$119K +3,158 +48%
DJSG
1144
D.J. St. Germain
Massachusetts
$346K – – –
BAM
1145
Berkshire Asset Management
Pennsylvania
$345K -$151K -4,000 -29%
BHIC
1146
Bassett Hargrove Investment Counsel
Delaware
$345K +$859K +22,714 New
FSA
1147
Fort Sheridan Advisors
Illinois
$344K -$22.7K -600 -6%
IWA
1148
Intercontinental Wealth Advisors
Texas
$344K +$13.3K +352 +4%
CCG
1149
Coastwise Capital Group
California
$343K -$68.1K -1,802 -16%
ES
1150
Eagle Strategies
New York
$343K +$361K +9,536 New
44 45
46
47 48