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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1426
Bartlett & Co
Ohio
$238K – – –
RZH
1427
Relyea Zuckerberg Hanson
Connecticut
$238K -$50.8K -1,162 -18%
TFA
1428
Tranquilli Financial Advisor
New Jersey
$238K +$230K +5,262 New
C
1429
Certuity
Florida
$236K +$229K +5,230 New
SFFS
1430
Stonehage Fleming Financial Services
Jersey
$236K +$141K +3,222 +161%
BWM
1431
BCS Wealth Management
Tennessee
$236K -$25.2K -576 -10%
RWP
1432
RWA Wealth Partners
Massachusetts
$235K +$228K +5,202 New
MIAS
1433
Mason Investment Advisory Services
Virginia
$235K +$227K +5,194 New
LWCFA
1434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$234K +$80.9K +1,848 +53%
FLPIM
1435
F.L. Putnam Investment Management
Massachusetts
$234K +$227K +5,180 New
PCMC
1436
Paragon Capital Management (Colorado)
Colorado
$234K +$227K +5,178 New
QCM
1437
Quantinno Capital Management
New York
$233K – – –
HCA
1438
Harbor Capital Advisors
Illinois
$233K +$225K +5,146 New
SHJ
1439
Sharkey, Howes & Javer
Colorado
$231K +$1.66K +38 +0.7%
FCM
1440
Family Capital Management
Michigan
$231K +$224K +5,114 New
OAM
1441
Occidental Asset Management
California
$230K +$223K +5,090 New
BCM
1442
BluePath Capital Management
Georgia
$230K +$223K +5,088 New
APP
1443
Avantax Planning Partners
Iowa
$230K +$222K +5,080 New
OPCM
1444
Osborne Partners Capital Management
California
$229K – – –
CAS
1445
Coppell Advisory Solutions
Texas
$229K -$130K -2,970 -36%
RWP
1446
Revolve Wealth Partners
New Jersey
$228K -$2.98K -68 -1%
EVM
1447
Evelyn V. Moreno
$226K -$43.8K -1,000 -17%
VWM
1448
Valley Wealth Managers
New Jersey
$225K – – –
3F
1449
360 Financial
Minnesota
$225K -$61.7K -1,410 -22%
PAMG
1450
Patton Albertson Miller Group
Tennessee
$224K – – –
56 57
58
59 60