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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1526
Harrell Investment Partners
Texas
$229K -$51.8K -1,206 -20%
Walleye Capital
1527
Walleye Capital
New York
$228K -$6.26M -145,682 -97%
TCWA
1528
Turtle Creek Wealth Advisors
Texas
$228K -$1.52M -35,452 -88%
CWC
1529
Carolinas Wealth Consulting
North Carolina
$227K +$117K +2,722 +131%
MWM
1530
Merriman Wealth Management
Washington
$227K -$26.5K -618 -11%
CCG
1531
Coastwise Capital Group
California
$226K -$945 -22 -0.5%
3AM
1532
3EDGE Asset Management
Florida
$226K +$206K +4,794 New
BFO
1533
Boston Family Office
Massachusetts
$225K +$205K +4,766 New
WHG
1534
Westwood Holdings Group
Texas
$225K +$205K +4,766 New
ZIG
1535
Zuckerman Investment Group
Illinois
$222K +$202K +4,712 New
PA
1536
Parkside Advisors
California
$222K +$202K +4,710 New
PCM
1537
Prelude Capital Management
New York
$222K +$202K +4,710 New
CSIC
1538
Clifford Swan Investment Counsel
California
$222K +$202K +4,694 New
SW
1539
Solidarity Wealth
Utah
$221K +$201K +4,688 New
OHWP
1540
Oak Harbor Wealth Partners
North Carolina
$221K +$75.7K +1,762 +60%
PFM
1541
Peak Financial Management
Massachusetts
$221K +$201K +4,680 New
VFG
1542
Victory Financial Group
Texas
$221K +$201K +4,676 New
CFS
1543
Commonwealth Financial Services
West Virginia
$220K – – –
CCM
1544
Condor Capital Management
New Jersey
$219K +$200K +4,648 New
SCM
1545
Sage Capital Management
New Jersey
$219K +$200K +4,648 New
PW
1546
Peninsula Wealth
California
$219K +$199K +4,644 New
PCMC
1547
Paragon Capital Management (Colorado)
Colorado
$219K +$199K +4,642 New
FCM
1548
Fogel Capital Management
Florida
$218K +$203K +4,720 New
VWM
1549
Valley Wealth Managers
New Jersey
$218K -$15.6K -364 -7%
NB
1550
Nicolet Bankshares
Wisconsin
$218K +$198K +4,620 New