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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1251
Creekside Partners
California
$440K -$30.5K -672 -6%
AP
1252
Americana Partners
Texas
$439K -$636 -14 -0.1%
TW
1253
Towerpoint Wealth
California
$439K -$100K -2,200 -18%
WCP
1254
Wealthcare Capital Partners
Pennsylvania
$438K +$465K +10,236 New
SFP
1255
Shepherd Financial Partners
Massachusetts
$436K – – –
LGWM
1256
Litman Gregory Wealth Management
California
$436K – – –
LAM
1257
Lewis Asset Management
California
$434K -$27.2K -598 -6%
FSA
1258
Fort Sheridan Advisors
Illinois
$430K – – –
CASB
1259
Cape Ann Savings Bank
Massachusetts
$429K – – –
AF
1260
Arrow Financial
New York
$428K +$23.7K +522 +6%
FIA
1261
FNY Investment Advisers
New York
$428K +$454K +10,000 New
TR
1262
Tepp RIA
New Jersey
$428K +$454K +9,992 New
KPWG
1263
KFA Private Wealth Group
Virginia
$427K +$246K +5,406 +118%
QCM
1264
QRG Capital Management
Illinois
$424K +$11.9K +262 +3%
PAG
1265
Private Advisory Group
Washington
$423K -$96.6K -2,126 -18%
OFS
1266
OneAscent Financial Services
Alabama
$423K +$449K +9,870 New
MG
1267
Mather Group
Illinois
$422K -$4.27K -94 -0.9%
APW
1268
Acima Private Wealth
Virginia
$422K – – –
HA
1269
Hanover Advisors
South Carolina
$422K +$1.09K +24 +0.2%
DLHL
1270
Donald L. Hagan LLC
Florida
$421K -$341K -7,500 -43%
HIC
1271
Holderness Investments Company
North Carolina
$419K +$43.6K +960 +11%
FAT
1272
First American Trust
California
$419K +$192K +4,214 +76%
MRP
1273
Measured Risk Portfolios
California
$418K +$443K +9,750 New
NG
1274
Novem Group
New York
$417K +$443K +9,742 New
SDAM
1275
Shulman DeMeo Asset Management
New York
$416K +$2.82K +62 +0.6%
49 50
51
52 53