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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
BKA
451
Brick & Kyle Associates
Pennsylvania
$964K -$5.83K -211 -0.6%
HWA
452
Hillcrest Wealth Advisors
New Jersey
$955K -$809K -29,300 -46%
CAM
453
Concorde Asset Management
Michigan
$954K -$35.6K -1,288 -4%
CRC
454
Curi RMB Capital
Illinois
$952K -$71.8K -2,600 -7%
NB
455
NBT Bank
New York
$942K -$14.2K -514 -2%
CAG
456
Crestwood Advisors Group
Massachusetts
$940K -$5.36K -194 -0.6%
BF
457
BOK Financial
Oklahoma
$934K -$41.2K -1,492 -4%
PAS
458
Park Avenue Securities
New York
$929K -$42.2K -1,527 -4%
FFN
459
Focus Financial Network
Minnesota
$917K -$31.8K -1,152 -3%
FWM
460
Focused Wealth Management
New York
$911K -$648K -23,465 -42%
QT
461
Quantbot Technologies
New York
$911K +$899K +32,551 New
CCM
462
Condor Capital Management
New Jersey
$894K -$2.44M -88,224 -73%
MCM
463
MV Capital Management
Maryland
$889K +$621K +22,488 +243%
MMG
464
Monetary Management Group
Missouri
$888K -$144K -5,200 -14%
IP
465
Intellectus Partners
California
$887K -$257K -9,311 -23%
FT
466
Fiduciary Trust
Massachusetts
$881K +$57.9K +2,097 +7%
EP
467
Edgestream Partners
New Jersey
$879K +$866K +31,389 New
FHA
468
Flagship Harbor Advisors
Massachusetts
$878K -$40.6K -1,472 -4%
CCMD
469
Cypress Capital Management (Delaware)
Delaware
$868K -$4.91K -178 -0.6%
CASB
470
Cape Ann Savings Bank
Massachusetts
$867K -$71.5K -2,590 -8%
GFS
471
GYL Financial Synergies
Connecticut
$866K +$1.71K +62 +0.2%
FSC
472
Full Sail Capital
Oklahoma
$866K +$207K +7,501 +35%
WP
473
WealthSource Partners
California
$854K -$348K -12,618 -29%
MIM
474
Marco Investment Management
Georgia
$850K -$80.4K -2,913 -9%
AC
475
Abbrea Capital
California
$842K – – –
17 18
19
20 21