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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
551
Continuum Advisory
Idaho
$753K +$23.4K +837 +3%
WIA
552
Wealthstreet Investment Advisors
Texas
$742K – – –
PAM
553
Private Asset Management
California
$738K +$44.4K +1,588 +6%
KCM
554
Kanawha Capital Management
Virginia
$736K -$32.6K -1,164 -4%
AP
555
Advisor Partners
California
$736K +$218K +7,808 +41%
TG
556
TLP Group
Illinois
$721K -$191K -6,835 -21%
PFPT
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$721K +$54.8K +1,960 +8%
BRWM
558
B. Riley Wealth Management
Tennessee
$721K +$732K +26,156 New
WSCM
559
Wellington Shields Capital Management
New York
$716K -$2.8K -100 -0.4%
CAL
560
Capital Analysts LLC
Pennsylvania
$713K -$95.8K -3,425 -12%
BCA
561
Bray Capital Advisors
Florida
$712K +$409K +14,620 +131%
RIA
562
RPG Investment Advisory
California
$711K +$10.4K +370 +1%
WCM
563
Weatherstone Capital Management
Colorado
$692K -$365K -13,046 -34%
RG
564
Rikoon Group
New Mexico
$690K +$34.3K +1,226 +5%
JCP
565
Jabre Capital Partners
Switzerland
$690K +$700K +25,000 New
HB
566
Homrich & Berg
Georgia
$689K -$114K -4,089 -14%
AC
567
Abbrea Capital
California
$686K +$56 +2 +0%
NWP
568
Northstar Wealth Partners
Connecticut
$683K +$5.6K +200 +0.8%
AWM
569
Altium Wealth Management
New York
$683K +$410K +14,653 +145%
AG
570
Appleton Group
Wisconsin
$680K +$689K +24,642 New
VLC
571
Van Leeuwen & Company
New Jersey
$673K +$683K +24,400 New
SFM
572
Signet Financial Management
New Jersey
$671K -$95.9K -3,427 -12%
DCM
573
Dimension Capital Management
Florida
$665K -$1.4K -50 -0.2%
CCM
574
Covington Capital Management
California
$662K – – –
GI
575
GAMCO Investors
Connecticut
$662K – – –
21 22
23
24 25