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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
1151
Williams Jones Wealth Management
New York
$530K – – –
LG
1152
Leuthold Group
Minnesota
$524K +$1.65K +38 +0.3%
AWM
1153
Accurate Wealth Management
Florida
$523K -$74.9K -1,720 -13%
SP
1154
Successful Portfolios
Florida
$522K -$21.5K -494 -4%
WB
1155
Webster Bank
Connecticut
$521K +$23.9K +550 +5%
RIA
1156
RPG Investment Advisory
California
$519K +$14K +322 +3%
SFC
1157
SYM Financial Corp
Indiana
$517K +$1.31K +30 +0.3%
NFSG
1158
Newbridge Financial Services Group
Florida
$516K -$9.49K -218 -2%
SEP
1159
Southland Equity Partners
Missouri
$516K +$249K +5,720 +94%
LL
1160
LWMG LLC
Minnesota
$513K +$511K +11,730 New
AG
1161
Ascent Group
Virginia
$511K +$26.3K +604 +5%
LSA
1162
L & S Advisors
California
$510K -$63.4K -1,456 -11%
FFG
1163
Frisch Financial Group
New York
$508K +$2K +46 +0.4%
CASB
1164
Cape Ann Savings Bank
Massachusetts
$506K – – –
MW
1165
Marcum Wealth
Ohio
$506K -$8.27K -190 -2%
BA
1166
Bristlecone Advisors
Washington
$505K +$24.6K +564 +5%
PCA
1167
Pallas Capital Advisors
Massachusetts
$505K -$33.6K -772 -6%
OWA
1168
One Wealth Advisors
California
$505K +$502K +11,542 New
CTB
1169
Country Trust Bank
Illinois
$504K -$14.3K -328 -3%
WHC
1170
Wulff, Hansen & Co
California
$503K – – –
GWS
1171
Glassman Wealth Services
Virginia
$503K +$53.3K +1,224 +12%
WP
1172
WealthShield Partners
North Carolina
$502K +$27.6K +634 +6%
MSAM
1173
Moloney Securities Asset Management
Missouri
$499K +$20K +460 +4%
SWM
1174
Silverlake Wealth Management
Vermont
$497K -$31.4K -722 -6%
SDAM
1175
Shulman DeMeo Asset Management
New York
$495K +$28.2K +648 +6%
45 46
47
48 49