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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1526
Covestor
United Kingdom
$219K +$39.5K +888 +22%
KAS
1527
KPP Advisory Services
Kentucky
$219K +$218K +4,896 New
ML
1528
MLP3 LLC
New Jersey
$219K +$218K +4,896 New
AIFAIM
1529
American Institute for Advanced Investment Management
Arizona
$219K -$27.7K -621 -11%
RBFC
1530
Roman Butler Fullerton & Co
Missouri
$217K -$56.5K -1,269 -22%
COCM
1531
Charter Oak Capital Management
New Hampshire
$217K -$31.3K -703 -13%
TA
1532
TruWealth Advisors
Louisiana
$216K -$3.74K -84 -2%
MFG
1533
Mustico Financial Group
New York
$216K +$206K +4,637 New
SOS
1534
Silver Oak Securities
Tennessee
$216K -$246K -5,530 -53%
EWM
1535
Elmwood Wealth Management
California
$216K +$215K +4,829 New
TWM
1536
Tortuga Wealth Management
California
$215K +$214K +4,799 New
BAM
1537
Broyhill Asset Management
North Carolina
$215K – – –
CFO
1538
Collective Family Office
Pennsylvania
$215K -$11.1K -250 -5%
UOTTAIMCU
1539
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$214K -$11.5K -259 -5%
DI
1540
Disciplined Investors
Texas
$213K -$223 -5 -0.1%
NWM
1541
Northwest Wealth Management
Iowa
$213K -$91.9K -2,064 -30%
YP
1542
YANKCOM Partnership
South Dakota
$213K – – –
MPW
1543
Magnolia Private Wealth
Pennsylvania
$211K -$84.8K -1,904 -29%
EWM
1544
Elevatus Welath Management
New York
$210K +$1.6K +36 +0.8%
KA
1545
Klingman & Associates
New York
$210K -$14.6K -328 -7%
CCMG
1546
Clark Capital Management Group
Pennsylvania
$210K +$209K +4,686 New
AWC
1547
Adamsbrown Wealth Consultants
Kansas
$208K -$24.1K -541 -10%
PCMC
1548
Paragon Capital Management (Colorado)
Colorado
$208K – – –
LFA
1549
Longview Financial Advisors
Alabama
$206K – – –
BFA
1550
Bragg Financial Advisors
North Carolina
$206K +$1.34K +30 +0.7%
60 61
62
63 64