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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1826
American Financial Advisors
Georgia
$210K +$184K +3,431 New
TPW
1827
Talon Private Wealth
Florida
$210K +$184K +3,430 New
WPWM
1828
Windward Private Wealth Management
Kansas
$209K +$183K +3,419 New
GPW
1829
Gray Private Wealth
Massachusetts
$209K +$183K +3,416 New
VH
1830
Visionary Horizons
Tennessee
$209K +$183K +3,405 New
DC
1831
DeDora Capital
California
$208K +$182K +3,400 New
WAAG
1832
Wealth Alliance Advisory Group
Kansas
$208K +$182K +3,400 New
SWM
1833
Sendero Wealth Management
Texas
$208K +$182K +3,400 New
BWM
1834
BCGM Wealth Management
Indiana
$208K +$182K +3,399 New
VPP
1835
Vertex Planning Partners
Illinois
$208K +$182K +3,393 New
OL
1836
one8zero8 LLC
North Carolina
$207K +$41K +764 +29%
SLC
1837
Second Line Capital
Louisiana
$207K +$186K +3,474 New
DFG
1838
Dynamic Financial Group
Iowa
$206K +$181K +3,370 New
SIM
1839
SSI Investment Management
California
$206K +$181K +3,370 New
AFC
1840
Ares Financial Consulting
California
$206K +$751 +14 +0.4%
FLP
1841
Financial Life Planners
Arizona
$206K +$181K +3,368 New
BWM
1842
BlackDiamond Wealth Management
New York
$205K -$162K -3,028 -48%
CTA
1843
Chesley Taft & Associates
Illinois
$203K +$178K +3,313 New
TWM
1844
Tripletail Wealth Management
Florida
$201K -$96K -1,790 -34%
IPW
1845
Impact Partnership Wealth
Georgia
$201K +$176K +3,282 New
SWM
1846
SHP Wealth Management
Massachusetts
$200K +$5.42K +101 +3%
MPCL
1847
My Personal CFO LLC
Washington
$200K +$175K +3,265 New
AGWCA
1848
Annis Gardner Whiting Capital Advisors
Florida
$192K +$3.81K +71 +2%
RFA
1849
Reyes Financial Architecture
California
$192K +$45.6K +851 +37%
WAS
1850
Winch Advisory Services
Wisconsin
$190K -$2.09K -39 -1%