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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K +$119K +2,080 +69%
PWM
1577
Provident Wealth Management
Tennessee
$269K -$24.4K -427 -8%
MCM
1578
Magnolia Capital Management
New York
$269K -$137K -2,390 -32%
NA
1579
NWM Advisors
California
$269K – – –
EWS
1580
Evergreen Wealth Solutions
Pennsylvania
$269K +$17.7K +310 +8%
EWA
1581
Elevate Wealth Advisory
Georgia
$268K – – –
BAM
1582
Brave Asset Management
New Jersey
$268K -$58.8K -1,028 -17%
SFWC
1583
Strategic Family Wealth Counselors
New Jersey
$268K -$23.2K -406 -7%
APW
1584
Aventura Private Wealth
Florida
$267K -$14.6K -256 -5%
NFSG
1585
Newbridge Financial Services Group
Florida
$265K +$200K +3,501 +235%
RGF
1586
Retirement Guys Formula
Ohio
$265K +$1.54K +27 +0.5%
HCM
1587
Horrell Capital Management
Arkansas
$265K -$69.8K -1,220 -20%
CF
1588
Clarity Financial
Texas
$265K -$12.6K -221 -4%
CCMG
1589
Clark Capital Management Group
Pennsylvania
$264K +$572 +10 +0.2%
AWA
1590
Ark Wealth Advisors
California
$264K -$61.9K -1,083 -18%
VBFP
1591
Valtinson Bruner Financial Planning
Minnesota
$264K +$1.94K +34 +0.7%
BFPW
1592
BOK Financial Private Wealth
Colorado
$263K – – –
FNBTCON
1593
First National Bank & Trust Co of Newtown
Pennsylvania
$262K – – –
AT
1594
American Trust
Kentucky
$262K -$3.15K -55 -1%
WCM
1595
WealthBridge Capital Management
Ohio
$261K -$16.2K -284 -5%
VHAM
1596
Van Hulzen Asset Management
California
$261K -$46.9K -820 -14%
SFG
1597
Strive Financial Group
Indiana
$261K -$10.9K -190 -4%
CAM
1598
Carret Asset Management
New York
$260K – – –
SAS
1599
Stelac Advisory Services
New York
$260K – – –
WIA
1600
Wealthedge Investment Advisors
New York
$260K -$2.92K -51 -1%
62 63
64
65 66