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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
426
Evercore Wealth Management
New York
$764K – – –
JWBC
427
J.W. Burns & Co
New York
$764K +$223K +8,670 +43%
EP
428
Edgestream Partners
New Jersey
$756K +$380K +14,762 +109%
BCFS
429
Butensky & Cohen Financial Security
Florida
$748K -$5.41K -210 -0.7%
PAS
430
Partnervest Advisory Services
California
$747K -$122K -4,738 -14%
DWM
431
Dorchester Wealth Management
Quebec, Canada
$745K -$25.8K -1,000 -3%
FTI
432
Fiduciary Trust International
Massachusetts
$744K +$1.13K +44 +0.2%
BWL
433
Bogart Wealth LLC
Virginia
$741K +$86.2K +3,344 +14%
NFG
434
Next Financial Group
Texas
$720K -$358K -13,890 -34%
CCM
435
Covington Capital Management
California
$713K -$38.7K -1,500 -5%
KIG
436
Kessler Investment Group
Indiana
$712K -$16.6K -646 -2%
GA
437
Geneva Advisors
Illinois
$709K +$129K +5,020 +23%
NSIM
438
North Star Investment Management
Illinois
$700K -$82.4K -3,196 -11%
ASN
439
Advisory Services Network
Georgia
$700K +$677K +26,260 New
HB
440
Homrich & Berg
Georgia
$670K -$54.1K -2,098 -8%
CIM
441
Contravisory Investment Management
Massachusetts
$660K +$4.17K +162 +0.7%
MBTD
442
Mechanics Bank - Trust Department
California
$657K – – –
MSAM
443
Moloney Securities Asset Management
Missouri
$652K +$7.94K +308 +1%
RWA
444
RGT Wealth Advisors
Texas
$650K +$629K +24,400 New
FHAM
445
Folger Hill Asset Management
New York
$649K +$628K +24,362 New
CFA
446
Carroll Financial Associates
North Carolina
$640K – – –
DIA
447
Denver Investment Advisors
Colorado
$622K – – –
LA
448
Lynch & Associates
Indiana
$616K – – –
SCG
449
Sonata Capital Group
Washington
$611K – – –
IH
450
IFC Holdings
Florida
$611K +$239K +9,268 +68%
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