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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1151
Naples Global Advisors
Florida
$646K +$31.4K +550 +5%
SOS
1152
Silver Oak Securities
Tennessee
$645K +$158K +2,761 +29%
BFG
1153
Berger Financial Group
Minnesota
$644K +$55.5K +971 +9%
AW
1154
Alchemi Wealth
Connecticut
$643K -$67K -1,172 -9%
S
1155
SignatureFD
Georgia
$643K -$148K -2,589 -18%
MAM
1156
Milestone Asset Management
Pennsylvania
$643K +$324K +5,675 +88%
RWA
1157
Roberts Wealth Advisors
California
$643K -$60.4K -1,056 -8%
CA
1158
Chatterton & Associates
California
$641K +$52.8K +923 +9%
RMC
1159
Resources Management Corp
Connecticut
$638K -$3.94K -69 -0.6%
LCM
1160
Lionhunter Capital Management
New York
$637K +$686K +12,000 New
PFA
1161
Pathway Financial Advisors
Vermont
$636K – – –
MHS
1162
M Holdings Securities
Oregon
$635K -$22.1K -386 -3%
CA
1163
COFG Advisors
Illinois
$634K +$177K +3,098 +35%
CF
1164
Cantor Fitzgerald
New York
$632K -$516K -9,016 -43%
BBHC
1165
Brown Brothers Harriman & Co
New York
$627K +$27.5K +481 +4%
MC
1166
Mathes Company
New York
$627K -$11.4K -200 -2%
BCM
1167
Boreal Capital Management
Florida
$625K – – –
SFC
1168
Strategic Financial Concepts
Texas
$625K -$726K -12,698 -52%
ICP
1169
Interchange Capital Partners
Pennsylvania
$625K +$252K +4,402 +60%
BAM
1170
Berkshire Asset Management
Pennsylvania
$624K – – –
NCM
1171
Narwhal Capital Management
Georgia
$624K +$3.77K +66 +0.6%
BOM
1172
Bank of Marin
California
$619K – – –
BHBT
1173
Burke & Herbert Bank & Trust
Virginia
$619K -$7.72K -135 -1%
FCAS
1174
First Command Advisory Services
Texas
$619K -$78.4K -1,372 -11%
RWB
1175
RMR Wealth Builders
New Jersey
$616K -$76.8K -1,343 -10%
45 46
47
48 49