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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1376
Financial Perspectives
Minnesota
$274K +$3.94K +90 +2%
BPWM
1377
Badgley Phelps Wealth Managers
Washington
$271K – – –
HT
1378
Heritage Trust
Oklahoma
$271K – – –
COCM
1379
Charter Oak Capital Management
New Hampshire
$271K -$33.9K -774 -11%
KC
1380
Kingfisher Capital
North Carolina
$271K +$43.8K +1,000 +20%
TWA
1381
Talisman Wealth Advisors
New Jersey
$270K +$175 +4 +0.1%
CCWM
1382
Cassaday & Co Wealth Management
Virginia
$269K – – –
NSIM
1383
North Star Investment Management
Illinois
$267K +$22.4K +512 +9%
JFGIW
1384
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$56.3K +1,286 +28%
CCB
1385
Cutter & Co Brokerage
Missouri
$265K -$54.9K -1,254 -18%
EWM
1386
Evermay Wealth Management
Virginia
$264K – – –
MPW
1387
Monterey Private Wealth
California
$263K +$3.94K +90 +2%
CWM
1388
Concentrum Wealth Management
California
$260K +$27.9K +638 +12%
LSA
1389
L & S Advisors
California
$260K +$252K +5,752 New
AMIM
1390
Aull & Monroe Investment Management
Alabama
$258K – – –
AWC
1391
Adamsbrown Wealth Consultants
Kansas
$258K – – –
TW
1392
TrinityPoint Wealth
Connecticut
$258K +$250K +5,708 New
SXL
1393
Summit X LLC
Missouri
$257K +$249K +5,696 New
AI
1394
AXS Investments
New York
$256K +$248K +5,670 New
RA
1395
Resolute Advisors
California
$256K +$248K +5,668 New
AAS
1396
Asset Allocation Strategies
Michigan
$255K -$28.8K -658 -10%
JF
1397
Jump Financial
Illinois
$255K -$164K -3,754 -40%
GAG
1398
GM Advisory Group
New York
$255K -$20.7K -474 -8%
APA
1399
Astoria Portfolio Advisors
New York
$255K -$1.14K -26 -0.4%
FPW
1400
Flagship Private Wealth
Massachusetts
$254K +$246K +5,628 New
54 55
56
57 58