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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1926
Cowen and Company
New York
– -$998K -22,728 Closed
RFS
1927
Richardson Financial Services
Massachusetts
– -$950K -20,846 Closed
PCA
1928
Prosperity Capital Advisors
Ohio
– -$888K -20,224 Closed
TFA
1929
Tranquilli Financial Advisor
New Jersey
– -$885K -20,158 Closed
UM
1930
Ulysses Management
New York
– -$878K -20,000 Closed
CIM
1931
Contravisory Investment Management
Massachusetts
– -$864K -19,680 Closed
BBWP
1932
Beacon Bridge Wealth Partners
Pennsylvania
– -$861K -19,624 Closed
TI
1933
Truxt Investmentos
Brazil
– -$808K -18,400 Closed
IAA
1934
Ironsides Asset Advisors
North Carolina
– -$790K -17,994 Closed
ZIMP
1935
Zimmermann Investment Management & Planning
Pennsylvania
– -$721K -16,422 Closed
BSTWA
1936
Blake Schutter Theil Wealth Advisors
Ohio
– -$649K -14,780 Closed
BCM
1937
Bayesian Capital Management
New York
– -$527K -12,000 Closed
RW
1938
REDW Wealth
New Mexico
– -$495K -11,280 Closed
PAM
1939
PVG Asset Management
Colorado
– -$492K -11,216 Closed
SC
1940
Sierra Capital
Florida
– -$492K -11,206 Closed
PMG
1941
ProVise Management Group
Florida
– -$469K -10,672 Closed
HOWA
1942
Heritage Oak Wealth Advisors
Florida
– -$406K -9,238 Closed
NWMG
1943
National Wealth Management Group
Ohio
– -$396K -9,028 Closed
BOSSRA
1944
B.O.S.S. Retirement Advisors
Utah
– -$387K -8,822 Closed
CAM
1945
CenterStar Asset Management
Illinois
– -$366K -8,344 Closed
HPCM
1946
Hunter Perkins Capital Management
Illinois
– -$363K -8,274 Closed
SRL
1947
Scientech Research LLC
New Jersey
– -$331K -7,550 Closed
CWM
1948
Concentrum Wealth Management
California
– -$324K -7,390 Closed
TCBWMS
1949
Texas Capital Bank Wealth Management Services
Texas
– -$322K -7,342 Closed
NCFG
1950
New Century Financial Group
New Jersey
– -$313K -7,130 Closed
76 77
78
79 80