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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1201
Peak Asset Management
Colorado
$595K +$7.55K +132 +1%
UWS
1202
Unique Wealth Strategies
Illinois
$594K +$27.4K +479 +4%
CHAM
1203
Clear Harbor Asset Management
Connecticut
$592K -$3.43K -60 -0.5%
SIA
1204
SeaBridge Investment Advisors
New Jersey
$590K -$70K -1,225 -10%
DI
1205
Disciplined Investments
Oklahoma
$589K – – –
GI
1206
GLOBALT Investments
Georgia
$586K -$49.2K -861 -7%
SIAP
1207
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$583K -$322K -5,638 -34%
KA
1208
Klingman & Associates
New York
$583K +$64K +1,120 +11%
WCP
1209
Wealthcare Capital Partners
Pennsylvania
$582K +$11.9K +208 +2%
SB
1210
Strategic Blueprint
Georgia
$582K +$148K +2,588 +31%
LAM
1211
Lewis Asset Management
California
$582K +$7.26K +127 +1%
FCFC
1212
First Commonwealth Financial Corp
Pennsylvania
$581K -$443K -7,753 -41%
WA
1213
WP Advisors
California
$580K -$333K -5,832 -35%
TW
1214
Towerpoint Wealth
California
$579K +$25.6K +448 +4%
SAM
1215
Sequent Asset Management
Texas
$579K -$23.6K -412 -4%
MW
1216
MBL Wealth
North Carolina
$579K – – –
EFS
1217
Essex Financial Services
Connecticut
$578K +$68.2K +1,193 +12%
BFO
1218
Boston Family Office
Massachusetts
$577K +$360K +6,300 +138%
BWA
1219
Beam Wealth Advisors
Louisiana
$575K -$27.4K -479 -4%
OWP
1220
Obermeyer Wealth Partners
Colorado
$574K – – –
BPWM
1221
Badgley Phelps Wealth Managers
Washington
$569K -$34.6K -606 -5%
PA
1222
PSI Advisors
Florida
$569K +$45.7K +799 +8%
WCG
1223
Weaver Consulting Group
California
$569K -$56.8K -994 -8%
QP
1224
Quartz Partners
New York
$566K +$103K +1,793 +20%
IP
1225
Indivisible Partners
Florida
$566K +$609K +10,652 New
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