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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1751
Condor Capital Management
New Jersey
$238K -$37.7K -703 -15%
GLLW
1752
Graves Light Lenhart Wealth
Virginia
$238K +$208K +3,885 New
CWM
1753
Centric Wealth Management
Illinois
$238K +$215K +4,003 New
HC
1754
Hara Capital
Washington
$238K +$5.9K +110 +3%
EPW
1755
Evolve Private Wealth
California
$237K +$207K +3,865 New
RWP
1756
RWA Wealth Partners
Massachusetts
$236K +$207K +3,858 New
RFG
1757
RFP Financial Group
Georgia
$236K +$207K +3,855 New
AMIM
1758
Aull & Monroe Investment Management
Alabama
$236K +$207K +3,850 New
MAMG
1759
Milestone Asset Management Group
Connecticut
$236K +$207K +3,850 New
FB
1760
First Bancorp
Maine
$235K +$206K +3,844 New
NL
1761
NDWM LLC
California
$233K +$204K +3,810 New
NJIM
1762
Nabity-Jensen Investment Management
Nebraska
$233K +$204K +3,806 New
KWM
1763
KFG Wealth Management
Indiana
$233K +$204K +3,805 New
NWA
1764
Navis Wealth Advisors
New York
$233K -$161K -3,000 -44%
AF
1765
AGP Franklin
Tennessee
$233K +$204K +3,800 New
OLA
1766
Oliver Luxxe Assets
New Jersey
$232K +$204K +3,795 New
MPW
1767
Magnolia Private Wealth
Pennsylvania
$232K -$49.1K -915 -19%
SMH
1768
Sanders Morris Harris
Texas
$232K +$204K +3,794 New
NEWAS
1769
N.E.W. Advisory Services
Wisconsin
$232K +$11.9K +222 +6%
AMM
1770
American Money Management
California
$232K +$203K +3,781 New
SP
1771
SmartHarvest Portfolios
Washington
$231K +$203K +3,778 New
LW
1772
Linscomb Wealth
Texas
$231K +$203K +3,776 New
WCM
1773
Weaver Capital Management
Georgia
$231K – – –
UOTTAIMCU
1774
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$231K -$55K -1,025 -21%
Kayne Anderson Rudnick Investment Management
1775
Kayne Anderson Rudnick Investment Management
California
$230K – – –