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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1676
Nicolet Bankshares
Wisconsin
$229K -$219K -3,832 -47%
GPWM
1677
Grant Private Wealth Management
California
$229K -$63.2K -1,106 -20%
MCM
1678
Mengis Capital Management
Oregon
$228K -$9.49K -166 -4%
UWPG
1679
Ullmann Wealth Partners Group
Florida
$228K – – –
FPGK
1680
Financial Partners Group (Kansas)
Kansas
$228K -$16.4K -286 -6%
TC
1681
TAGStone Capital
North Carolina
$227K – – –
FFG
1682
Fiduciary Financial Group
California
$227K +$15.8K +276 +7%
CL
1683
CLG LLC
California
$227K +$245K +4,277 New
CT
1684
Coastline Trust
Rhode Island
$227K – – –
TNAM
1685
Terra Nova Asset Management
New York
$227K +$1.72K +30 +0.7%
WLIM
1686
White Lighthouse Investment Management
Massachusetts
$226K – – –
PHWM
1687
Pine Harbor Wealth Management
Maryland
$226K +$800 +14 +0.3%
MCA
1688
Magnolia Capital Advisors
Mississippi
$226K -$22.8K -398 -9%
T
1689
TrueFG
Texas
$226K +$6.92K +121 +3%
AIIMS
1690
Analyst IMS Investment Management Services
Israel
$225K +$10K +175 +4%
LCP
1691
Larch Capital Partners
Florida
$223K +$240K +4,200 New
SCM
1692
Sage Capital Management
New Jersey
$223K +$457 +8 +0.2%
MCA
1693
McGuire Capital Advisors
Oklahoma
$223K -$129K -2,263 -35%
PCWA
1694
Pacific Capital Wealth Advisors
California
$221K – – –
OHWP
1695
Oak Harbor Wealth Partners
North Carolina
$221K -$85.2K -1,490 -26%
HCM
1696
Harvey Capital Management
Florida
$220K – – –
JFGIW
1697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K -$84.2K -1,472 -26%
AFM
1698
Abbot Financial Management
Massachusetts
$219K – – –
MTIC
1699
Missouri Trust & Investment Company
Missouri
$218K – – –
VW
1700
Vantus Wealth
Pennsylvania
$218K +$235K +4,109 New
66 67
68
69 70