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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Core Wealth Partners
California
$303K +$829 +19 +0.3%
TPW
1202
Tiller Private Wealth
Pennsylvania
$302K +$290K +6,654 New
CD
1203
Chapin Davis
Maryland
$301K – – –
HAS
1204
Holland Advisory Services
Florida
$300K – – –
LJAC
1205
L.J. Altfest & Co
New York
$299K – – –
OC
1206
Opinicus Capital
Florida
$299K +$3.4K +78 +1%
CCA
1207
Clarity Capital Advisors
Florida
$298K +$1.05K +24 +0.4%
CGL
1208
Clarius Group LLC
Washington
$297K – – –
AA
1209
Ancora Advisors
Ohio
$297K -$25.8K -591 -8%
DIM
1210
DLK Investment Management
California
$296K -$1.66K -38 -0.6%
PFPT
1211
Pinnacle Financial Partners (Tennessee)
Tennessee
$294K +$7.07K +162 +3%
FFO
1212
Fiduciary Family Office
Florida
$294K +$283K +6,483 New
PFG
1213
Pinnacle Financial Group
Illinois
$294K +$29K +665 +11%
SCG
1214
Sonata Capital Group
Washington
$293K +$2.66K +61 +1%
SFG
1215
SNS Financial Group
Minnesota
$292K – – –
MCM
1216
Magnolia Capital Management
New York
$291K – – –
ERIM
1217
Eagle Ridge Investment Management
Connecticut
$291K – – –
CCM
1218
Coldstream Capital Management
Washington
$287K +$277K +6,337 New
MSFS
1219
Main Street Financial Solutions
Pennsylvania
$287K +$480 +11 +0.2%
CA
1220
Continuum Advisory
Idaho
$287K +$21.9K +501 +9%
SLC
1221
Second Line Capital
Louisiana
$286K -$2.09K -48 -0.8%
ACM
1222
Arcataur Capital Management
Wisconsin
$286K -$8.29K -190 -3%
MPA
1223
Marvin & Palmer Associates
Delaware
$284K +$274K +6,270 New
FSA
1224
Financial Sense Advisors
California
$284K +$273K +6,265 New
LSIA
1225
LaSalle St. Investment Advisors
Illinois
$282K -$224K -5,132 -45%
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