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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1726
Comprehensive Financial Planning
Pennsylvania
$245K +$1.23K +23 +0.6%
FFG
1727
Fiduciary Financial Group
California
$245K +$215K +4,004 New
GCM
1728
Graham Capital Management
Connecticut
$245K -$383K -7,136 -64%
BI
1729
Ballast Inc
Kentucky
$245K +$215K +4,000 New
SC
1730
Scratch Capital
Idaho
$245K +$215K +4,000 New
EWA
1731
Exit Wealth Advisors
Georgia
$245K +$214K +3,997 New
TWM
1732
Tortuga Wealth Management
California
$244K -$43.6K -812 -17%
UFF
1733
USA Financial Formulas
Michigan
$243K -$99.2K -1,849 -32%
B
1734
Bayban
Minnesota
$242K – – –
BCM
1735
Basso Capital Management
Connecticut
$242K -$57.2K -1,067 -21%
KWM
1736
Keebeck Wealth Management
Illinois
$241K -$58.9K -1,098 -22%
RIS
1737
Richmond Investment Services
Wisconsin
$241K -$35.5K -662 -14%
ESB
1738
Essex Savings Bank
Connecticut
$240K +$211K +3,925 New
MCCA
1739
Mill Creek Capital Advisors
Pennsylvania
$240K -$121K -2,254 -37%
BWMG
1740
Barnes Wealth Management Group
California
$240K +$210K +3,913 New
WQ
1741
Wealth Quarterback
New Jersey
$239K +$210K +3,907 New
SMA
1742
Seven Mile Advisory
New Jersey
$239K +$209K +3,896 New
VIM
1743
Vista Investment Management
Pennsylvania
$238K +$209K +3,887 New
CCM
1744
Condor Capital Management
New Jersey
$238K -$37.7K -703 -15%
GLLW
1745
Graves Light Lenhart Wealth
Virginia
$238K +$208K +3,885 New
CWM
1746
Centric Wealth Management
Illinois
$238K +$215K +4,003 New
HC
1747
Hara Capital
Washington
$238K +$5.9K +110 +3%
EPW
1748
Evolve Private Wealth
California
$237K +$207K +3,865 New
RWP
1749
RWA Wealth Partners
Massachusetts
$236K +$207K +3,858 New
RFG
1750
RFP Financial Group
Georgia
$236K +$207K +3,855 New
68 69
70
71 72