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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1351
Texas Capital Bank Wealth Management Services
Texas
$348K +$355K +7,626 New
WFA
1352
WMG Financial Advisors
Tennessee
$345K +$353K +7,570 New
RA
1353
Ransom Advisory
Rhode Island
$345K +$32.6K +700 +10%
PWS
1354
Private Wealth Strategies
Ohio
$343K -$1.96K -42 -0.6%
CC
1355
Constitution Capital
Connecticut
$342K +$466 +10 +0.1%
OAM
1356
Occidental Asset Management
California
$342K +$54.7K +1,174 +19%
SL
1357
SWMG LLC
Texas
$340K +$8.2K +176 +2%
HIC
1358
Holderness Investments Company
North Carolina
$340K +$90.1K +1,934 +35%
KHLMTHM
1359
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$337K – – –
BOSSRA
1360
B.O.S.S. Retirement Advisors
Utah
$337K +$34.9K +750 +11%
WP
1361
Wealthspan Partners
Iowa
$336K -$21.1K -454 -6%
TCM
1362
Triumph Capital Management
Colorado
$334K -$1.34M -28,776 -80%
AWM
1363
Accurate Wealth Management
Florida
$333K -$136K -2,924 -29%
AIM
1364
AHL Investment Management
Florida
$333K – – –
CA
1365
Crewe Advisors
Utah
$332K -$163K -3,510 -33%
LWM
1366
LJI Wealth Management
Indiana
$332K +$339K +7,280 New
HIM
1367
Hanlon Investment Management
New Jersey
$331K -$53.8K -1,154 -14%
MIC
1368
Means Investment Company
Maine
$331K -$9.04K -194 -3%
NDSI
1369
Newman Dignan & Sheerar Inc
Rhode Island
$331K +$6.99K +150 +2%
MW
1370
Members Wealth
Pennsylvania
$330K +$347K +7,458 New
WPWM
1371
Windward Private Wealth Management
Kansas
$330K -$3.63K -78 -1%
PCM
1372
Poehling Capital Management
Wisconsin
$327K – – –
FMII
1373
Farmers & Merchants Investments Inc
Nebraska
$326K +$34.5K +740 +12%
PWMAG
1374
Pinnacle Wealth Management Advisory Group
New Jersey
$326K -$5.68K -122 -2%
DWS
1375
Dynamic Wealth Strategies
California
$324K -$263K -5,652 -44%
53 54
55
56 57