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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1176
Strategic Financial Concepts
Texas
$625K -$726K -12,698 -52%
ICP
1177
Interchange Capital Partners
Pennsylvania
$625K +$252K +4,402 +60%
BAM
1178
Berkshire Asset Management
Pennsylvania
$624K – – –
NCM
1179
Narwhal Capital Management
Georgia
$624K +$3.77K +66 +0.6%
BOM
1180
Bank of Marin
California
$619K – – –
BHBT
1181
Burke & Herbert Bank & Trust
Virginia
$619K -$7.72K -135 -1%
FCAS
1182
First Command Advisory Services
Texas
$619K -$78.4K -1,372 -11%
RWB
1183
RMR Wealth Builders
New Jersey
$616K -$76.8K -1,343 -10%
AC
1184
Apella Capital
Connecticut
$614K +$56K +980 +10%
MMA
1185
Miracle Mile Advisors
California
$614K +$47.2K +825 +8%
VFG
1186
Victory Financial Group
Texas
$613K -$702K -12,277 -52%
BA
1187
Bridgewater Advisors
New York
$613K +$596K +10,419 New
HVP
1188
Hudson Value Partners
Florida
$609K -$11.4K -200 -2%
EFP
1189
Elser Financial Planning
Indiana
$609K -$7.66K -134 -1%
PWMAG
1190
Pinnacle Wealth Management Advisory Group
New Jersey
$608K +$20.1K +351 +3%
SGFG
1191
Silver Grove Financial Group
New York
$607K -$7.78K -136 -1%
IA
1192
Insight Advisors
Pennsylvania
$607K -$48.6K -850 -7%
SP
1193
Successful Portfolios
Florida
$604K – – –
MWA
1194
Medallion Wealth Advisors
Connecticut
$604K -$915 -16 -0.1%
RCM
1195
Regency Capital Management
Hawaii
$604K -$7.91M -138,285 -92%
BBFA
1196
Brindle & Bay Financial Advisors
Texas
$602K -$107K -1,863 -14%
FPW
1197
Flywheel Private Wealth
California
$601K – – –
HCP
1198
Hexagon Capital Partners
Arkansas
$599K -$3.49K -61 -0.5%
WB
1199
WesBanco Bank
West Virginia
$598K -$80.3K -1,405 -11%
RWM
1200
Ritholtz Wealth Management
New York
$597K -$245K -4,291 -28%
46 47
48
49 50