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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1676
Coppell Advisory Solutions
Texas
$235K +$331K +5,787 New
SWM
1677
SilverOak Wealth Management
Minnesota
$235K +$17.2K +300 +7%
MFG
1678
Mission Financial Group
Nevada
$235K +$253K +4,426 New
CPA
1679
Cathy Pareto & Associates
Florida
$235K +$16.3K +285 +7%
PRTG
1680
Post Resch Tallon Group
New York
$235K +$172 +3 +0.1%
HC
1681
Hara Capital
Washington
$235K +$30.6K +536 +14%
OWA
1682
Octavia Wealth Advisors
Ohio
$233K -$127K -2,222 -34%
ORC
1683
O'Rourke & Company
Massachusetts
$232K +$6.06K +106 +2%
PAMG
1684
Patton Albertson Miller Group
Tennessee
$231K – – –
WCM
1685
Weaver Capital Management
Georgia
$231K – – –
NB
1686
Nicolet Bankshares
Wisconsin
$229K -$219K -3,832 -47%
GPWM
1687
Grant Private Wealth Management
California
$229K -$63.2K -1,106 -20%
MCM
1688
Mengis Capital Management
Oregon
$228K -$9.49K -166 -4%
UWPG
1689
Ullmann Wealth Partners Group
Florida
$228K – – –
FPGK
1690
Financial Partners Group (Kansas)
Kansas
$228K -$16.4K -286 -6%
TC
1691
TAGStone Capital
North Carolina
$227K – – –
FFG
1692
Fiduciary Financial Group
California
$227K +$15.8K +276 +7%
CL
1693
CLG LLC
California
$227K +$245K +4,277 New
CT
1694
Coastline Trust
Rhode Island
$227K – – –
TNAM
1695
Terra Nova Asset Management
New York
$227K +$1.72K +30 +0.7%
WLIM
1696
White Lighthouse Investment Management
Massachusetts
$226K – – –
PHWM
1697
Pine Harbor Wealth Management
Maryland
$226K +$800 +14 +0.3%
MCA
1698
Magnolia Capital Advisors
Mississippi
$226K -$22.8K -398 -9%
T
1699
TrueFG
Texas
$226K +$6.92K +121 +3%
AIIMS
1700
Analyst IMS Investment Management Services
Israel
$225K +$10K +175 +4%
66 67
68
69 70