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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1576
Sage Mountain Advisors
Georgia
$275K -$276K -4,819 -48%
LCM
1577
LVM Capital Management
Michigan
$275K -$17.2K -300 -5%
SFC
1578
Summit Financial Consulting
Michigan
$274K +$295K +5,163 New
OCM
1579
One Capital Management
California
$274K – – –
LA
1580
Latitude Advisors
Florida
$273K -$52.8K -924 -15%
PPG
1581
Peak Planning Group
Colorado
$272K +$10.3K +180 +4%
GPA
1582
Garrison Point Advisors
California
$271K -$24K -420 -8%
CCAM
1583
Cascades Capital Asset Management
North Carolina
$271K -$59.5K -1,040 -17%
BSWM
1584
Boston Standard Wealth Management
Massachusetts
$270K +$2.12K +37 +0.7%
DI
1585
Disciplined Investors
Texas
$270K -$286 -5 -0.1%
LWCFA
1586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$270K +$119K +2,080 +69%
PWM
1587
Provident Wealth Management
Tennessee
$269K -$24.4K -427 -8%
MCM
1588
Magnolia Capital Management
New York
$269K -$137K -2,390 -32%
NA
1589
NWM Advisors
California
$269K – – –
EWS
1590
Evergreen Wealth Solutions
Pennsylvania
$269K +$17.7K +310 +8%
EWA
1591
Elevate Wealth Advisory
Georgia
$268K – – –
BAM
1592
Brave Asset Management
New Jersey
$268K -$58.8K -1,028 -17%
SFWC
1593
Strategic Family Wealth Counselors
New Jersey
$268K -$23.2K -406 -7%
APW
1594
Aventura Private Wealth
Florida
$267K -$14.6K -256 -5%
NFSG
1595
Newbridge Financial Services Group
Florida
$265K +$200K +3,501 +235%
RGF
1596
Retirement Guys Formula
Ohio
$265K +$1.54K +27 +0.5%
HCM
1597
Horrell Capital Management
Arkansas
$265K -$69.8K -1,220 -20%
CF
1598
Clarity Financial
Texas
$265K -$12.6K -221 -4%
CCMG
1599
Clark Capital Management Group
Pennsylvania
$264K +$572 +10 +0.2%
AWA
1600
Ark Wealth Advisors
California
$264K -$61.9K -1,083 -18%
62 63
64
65 66