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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
726
Oppenheimer Asset Management
New York
$1.02M +$663K +16,874 +180%
CWM
727
Collaborative Wealth Management
Florida
$1.01M +$1.02M +25,902 New
TWM
728
Tradition Wealth Management
Minnesota
$1.01M +$1.06K +27 +0.1%
RFA
729
Resurgent Financial Advisors
Georgia
$1.01M +$1.01M +25,750 New
AWM
730
Altium Wealth Management
New York
$1M +$5.46K +139 +0.5%
PIA
731
Perennial Investment Advisors
California
$995K +$288K +7,337 +41%
FFG
732
Fortem Financial Group
California
$992K +$628K +15,972 +169%
CCA
733
Clearwater Capital Advisors
Illinois
$988K -$58.8K -1,496 -6%
EWA
734
EP Wealth Advisors
California
$988K +$307K +7,806 +45%
TP
735
Tranquility Partners
Tennessee
$987K +$19.7K +500 +2%
PFT
736
Providence First Trust
Arizona
$983K +$377K +9,602 +62%
PIM
737
Parker Investment Management
California
$983K +$990K +25,176 New
3LCM
738
3D/L Capital Management
Connecticut
$981K -$4.05K -103 -0.4%
BCA
739
Biltmore Capital Advisors
New Jersey
$980K +$224K +5,687 +29%
H
740
HoyleCohen
California
$971K +$6.05K +154 +0.6%
CIM
741
Contravisory Investment Management
Massachusetts
$971K +$83.4K +2,121 +9%
CFB
742
Cullen/Frost Bankers
Texas
$968K +$59.8K +1,521 +7%
FFA
743
First Foundation Advisors
California
$963K +$16.8K +427 +2%
WAS
744
WESPAC Advisors SoCal
California
$957K +$950K +24,164 New
BJL
745
Brighton Jones LLC
Washington
$955K +$21.2K +539 +2%
CCM
746
Condor Capital Management
New Jersey
$954K -$18.1K -461 -2%
SCM
747
Schnieders Capital Management
California
$949K -$4.13K -105 -0.4%
MOS
748
MGO One Seven
Ohio
$948K +$125K +3,179 +15%
LCM
749
Laurion Capital Management
New York
$943K -$1.28M -32,688 -58%
CA
750
CoreCap Advisors
Michigan
$940K +$946K +24,078 New
28 29
30
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