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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1601
Atlantic Edge Private Wealth Management
Florida
$51.4K +$11.6K +260 +29%
TAM
1602
Townsend Asset Management
North Carolina
$51.1K -$894 -20 -2%
SAM
1603
S.A. Mason
Michigan
$50.9K – – –
BG
1604
Bollard Group
Massachusetts
$50K +$179 +4 +0.4%
FPFS
1605
First Personal Financial Services
North Carolina
$49.2K +$48.1K +1,076 +2,445%
MA
1606
MCF Advisors
Kentucky
$49.1K +$268 +6 +0.5%
MCA
1607
Maryland Capital Advisors
Maryland
$47.8K – – –
MTIC
1608
Missouri Trust & Investment Company
Missouri
$47.4K +$8.05K +180 +20%
WGS
1609
Washington Growth Strategies
District of Columbia
$46K +$383K +8,564 New
AFS
1610
Annapolis Financial Services
Maryland
$45.7K – – –
DCM
1611
Davis Capital Management
Florida
$45.7K – – –
MAM
1612
Marquette Asset Management
Minnesota
$45.3K +$46.1K +1,032 New
OC
1613
Oarsman Capital
Wisconsin
$44.5K +$45.2K +1,012 New
PP
1614
Paloma Partners
Connecticut
$43.9K -$10.9M -243,178 -100%
TLA
1615
Tanglewood Legacy Advisors
Texas
$43.9K – – –
EWP
1616
Elevation Wealth Partners
California
$43.9K +$8.94K +200 +25%
BC
1617
Barrett & Company
Rhode Island
$42.4K +$89 +2 +0.2%
MSG
1618
Main Street Group
Virginia
$42K +$12.2K +272 +40%
CPA
1619
Clear Point Advisors
New York
$41.3K +$358 +8 +0.9%
PAG
1620
Paladin Advisory Group
Iowa
$39.4K – – –
WWP
1621
WR Wealth Planners
Missouri
$39.4K +$268 +6 +0.7%
AW
1622
Avion Wealth
Texas
$39K +$89 +2 +0.2%
JFG
1623
JDM Financial Group
Texas
$38.9K – – –
SIM
1624
Studio Investment Management
Illinois
$38.5K +$14.7K +328 +60%
VAMG
1625
Voisard Asset Management Group
Michigan
$37.3K – – –
63 64
65
66 67