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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1501
Summit X LLC
Missouri
$299K +$40.8K +458 +17%
HCM
1502
Hutchinson Capital Management
California
$299K – – –
JWM
1503
JPL Wealth Management
Colorado
$299K +$276K +3,102 New
CPSC
1504
Carl P. Sherr & Co
Massachusetts
$298K – – –
GWSA
1505
Global Wealth Strategies & Associates
Colorado
$298K – – –
APSI
1506
Asset Planning Services Inc
Louisiana
$298K – – –
PWA
1507
Primoris Wealth Advisors
Florida
$297K – – –
SDWMA
1508
Schneider Downs Wealth Management Advisors
Pennsylvania
$296K -$53.1K -596 -16%
MBT
1509
Montecito Bank & Trust
California
$296K +$18.7K +210 +7%
APW
1510
Aurora Private Wealth
New Jersey
$295K +$273K +3,066 New
WP
1511
Westmount Partners
California
$292K +$9.44K +106 +4%
CPSAC
1512
Chas P. Smith & Associates (CPS)
Florida
$291K -$134K -1,500 -33%
GCIM
1513
Gunn & Company Investment Management
Florida
$291K +$269K +3,022 New
JSL
1514
JT Stratford LLC
Georgia
$290K +$534 +6 +0.2%
TB
1515
Treynor Bancshares
Iowa
$290K -$70.7K -794 -21%
MPCL
1516
My Personal CFO LLC
Washington
$290K +$178 +2 +0.1%
BAM
1517
Bayshore Asset Management
Florida
$289K – – –
CCG
1518
Chatham Capital Group
Georgia
$289K – – –
LCC
1519
Lincoln Capital Corp
Rhode Island
$289K – – –
HFS
1520
Howard Financial Services
Texas
$289K +$8.72K +98 +3%
APIM
1521
Agate Pass Investment Management
Washington
$288K +$266K +2,992 New
TPWA
1522
TRUE Private Wealth Advisors
Oregon
$286K +$10.7K +120 +4%
OPCM
1523
Osborne Partners Capital Management
California
$286K -$99.2K -1,114 -27%
MWP
1524
Meridian Wealth Partners
Pennsylvania
$286K +$264K +2,970 New
NRI
1525
NFP Retirement Inc
California
$286K +$264K +2,968 New
59 60
61
62 63