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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1226
Litman Gregory Wealth Management
California
$463K -$9.6K -206 -2%
MCA
1227
Magnolia Capital Advisors
Mississippi
$463K +$473K +10,162 New
SFP
1228
Shepherd Financial Partners
Massachusetts
$462K -$19.7K -424 -4%
FSA
1229
Fort Sheridan Advisors
Illinois
$462K +$4.66K +100 +1%
O3W
1230
Omni 360 Wealth
New Jersey
$458K +$9.22K +198 +2%
MBT
1231
Montecito Bank & Trust
California
$457K -$37.2K -798 -7%
WAAG
1232
Wealth Alliance Advisory Group
Kansas
$457K -$40.4K -868 -8%
LAM
1233
Lewis Asset Management
California
$456K +$25.6K +550 +6%
GCM
1234
Graham Capital Management
Connecticut
$456K -$2.61M -56,000 -85%
VCM
1235
Vivaldi Capital Management
Illinois
$454K +$1.58K +34 +0.3%
OWP
1236
Obermeyer Wealth Partners
Colorado
$449K -$97.5K -2,094 -18%
APW
1237
Acima Private Wealth
Virginia
$449K – – –
CFS
1238
Coordinated Financial Services
Colorado
$449K -$72.4K -1,554 -14%
GWP
1239
Gateway Wealth Partners
Wisconsin
$448K -$60.2K -1,292 -12%
WA
1240
Wealth Alliance
New York
$447K +$32.8K +704 +8%
WSC
1241
Wellington Shields & Co
New York
$447K – – –
LWA
1242
Lantern Wealth Advisors
New York
$447K -$15.3K -328 -3%
AWMT
1243
AAFMAA Wealth Management & Trust
North Carolina
$446K +$456K +9,782 New
SDAM
1244
Shulman DeMeo Asset Management
New York
$445K +$1.4K +30 +0.3%
CASB
1245
Cape Ann Savings Bank
Massachusetts
$444K +$44.7K +960 +11%
SFFS
1246
Stonehage Fleming Financial Services
Jersey
$442K +$452K +9,694 New
SW
1247
SVB Wealth
Massachusetts
$442K -$125K -2,674 -22%
AFG
1248
Allegheny Financial Group
Pennsylvania
$440K +$187K +4,006 +71%
VAM
1249
Verity Asset Management
North Carolina
$440K +$450K +9,656 New
MP
1250
McDonald Partners
Ohio
$438K +$3.35K +72 +0.8%
48 49
50
51 52