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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1601
Missouri Trust & Investment Company
Missouri
$126K – – –
CTA
1602
Colonial Trust Advisors
South Carolina
$126K +$70.6K +1,566 +139%
CA
1603
Centerpoint Advisors
Massachusetts
$125K – – –
PFM
1604
Phillips Financial Management
Indiana
$123K – – –
LWCFA
1605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K – – –
DSC
1606
Duncker Streett & Co
Missouri
$121K -$20.5K -454 -15%
AA
1607
Addison Advisors
Vermont
$119K +$541 +12 +0.5%
FCMT
1608
Founders Capital Management (Texas)
Texas
$119K +$90 +2 +0.1%
BFO
1609
Biltmore Family Office
North Carolina
$117K – – –
FF
1610
Friedenthal Financial
New Jersey
$116K +$112K +2,474 +123,700%
WPA
1611
West Paces Advisors
Georgia
$115K – – –
SFGP
1612
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$115K -$147K -3,266 -57%
BSB
1613
Bangor Savings Bank
Maine
$113K +$2.16K +48 +2%
TAM
1614
Tucker Asset Management
Colorado
$110K – – –
GC
1615
Garde Capital
Washington
$108K +$104K +2,304 New
OC
1616
Oakworth Capital
Alabama
$105K -$314K -6,958 -76%
CWM
1617
Cranbrook Wealth Management
Michigan
$102K -$992 -22 -1%
CL
1618
CSS LLC
Illinois
$100K -$2.92M -64,678 -97%
AWM
1619
Abound Wealth Management
Tennessee
$98.3K – – –
Q1WB
1620
Quest 10 Wealth Builders
Virginia
$97.3K -$12.5K -278 -12%
MIM
1621
MTM Investment Management
South Carolina
$94.7K +$361 +8 +0.4%
APW
1622
Acima Private Wealth
Virginia
$94.6K -$353K -7,820 -79%
GWS
1623
Glassman Wealth Services
Virginia
$93.7K -$90 -2 -0.1%
CVM
1624
Cheviot Value Management
California
$93.5K +$105K +2,324 New
MWM
1625
MGB Wealth Management
Texas
$93.5K – – –
63 64
65
66 67