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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1451
FLC Capital Advisors
California
$694K -$52.7K -374 -7%
IPAM
1452
Investment Partners Asset Management
New Jersey
$693K – – –
GFP
1453
Gryphon Financial Partners
Ohio
$692K +$1.55K +11 +0.2%
PWPS
1454
Pinnacle Wealth Planning Services
Ohio
$692K -$28.2K -200 -4%
PWP
1455
Perfromance Wealth Partners
Illinois
$692K +$39.9K +283 +6%
TWPM
1456
Total Wealth Planning & Management
Florida
$691K -$392K -2,782 -35%
BB
1457
Burford Brothers
Texas
$689K -$85.1K -604 -10%
MG
1458
Marex Group
$689K +$731K +5,184 New
OCM
1459
Osterweis Capital Management
California
$689K – – –
JHCP
1460
Jackson Hole Capital Partners
Oklahoma
$687K – – –
LK
1461
Lumbard & Kellner
New Hampshire
$683K – – –
KA
1462
Klingman & Associates
New York
$683K +$65.4K +464 +10%
BAM
1463
Byrne Asset Management
New Jersey
$682K -$17.6K -125 -2%
IA
1464
Insight Advisors
Pennsylvania
$682K +$37.2K +264 +5%
TVM
1465
True Vision MN
Minnesota
$681K +$722K +5,127 New
CFP
1466
Comprehensive Financial Planning
Pennsylvania
$681K -$126K -894 -15%
DI
1467
Diligent Investors
California
$679K – – –
EI
1468
Ellevest Inc
New York
$679K – – –
LIA
1469
Lynx Investment Advisory
District of Columbia
$678K -$2.11K -15 -0.3%
DWM
1470
Destination Wealth Management
California
$677K +$329K +2,337 +85%
HFO
1471
Heritage Family Offices
Arizona
$674K +$705 +5 +0.1%
PB
1472
Prosperity Bancshares
Texas
$674K – – –
FFA
1473
First Foundation Advisors
California
$672K -$23.7K -168 -3%
LWCFA
1474
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$671K – – –
CAM
1475
Cozad Asset Management
Illinois
$671K – – –
57 58
59
60 61