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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
951
Osterweis Capital Management
California
$445K – – –
JSAM
952
J. Safra Asset Management
New York
$445K +$416K +6,838 New
TI
953
Trexquant Investment
Connecticut
$444K -$4.41M -72,428 -91%
MWM
954
Modera Wealth Management
New Jersey
$444K +$416K +6,824 New
GCP
955
GSA Capital Partners
United Kingdom
$444K +$416K +6,830 New
ACP
956
Aviance Capital Partners
Florida
$443K +$73.1K +1,200 +21%
HCM
957
Hall Capital Management
Rhode Island
$442K -$56K -920 -12%
APW
958
Aurora Private Wealth
New Jersey
$442K -$26.6K -436 -6%
PGAM
959
Princeton Global Asset Management
New Jersey
$441K -$8.77K -144 -2%
PWP
960
Personal Wealth Partners
Minnesota
$440K – – –
WF
961
Welch & Forbes
Massachusetts
$437K – – –
CA
962
Continuum Advisory
Idaho
$436K +$19K +312 +5%
MCWS
963
McKinley Carter Wealth Services
West Virginia
$435K +$408K +6,694 New
ONST
964
Old North State Trust
North Carolina
$434K -$89.2K -1,464 -18%
SWM
965
Sanctuary Wealth Management
Idaho
$433K – – –
VC
966
Veracity Capital
Georgia
$433K +$406K +6,662 New
HSWM
967
Hubbell Strickland Wealth Management
Louisiana
$432K +$487 +8 +0.1%
CMO
968
Covenant Multifamily Offices
Texas
$430K +$4.63K +76 +1%
TFCP
969
Twin Focus Capital Partners
Massachusetts
$430K +$116K +1,908 +41%
GIA
970
Gladstone Institutional Advisory
Florida
$429K -$30.5K -500 -7%
DIA
971
Dana Investment Advisors
Wisconsin
$429K – – –
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$429K – – –
CCMD
973
Cypress Capital Management (Delaware)
Delaware
$426K – – –
TPA
974
Trivium Point Advisory
Connecticut
$424K -$14.5K -238 -4%
FFG
975
Frisch Financial Group
New York
$424K +$397K +6,518 New
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