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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
426
Belpointe Asset Management
Nevada
$639K -$111K -1,908 -15%
JSMC
427
Jess S. Morgan & Co
California
$639K +$7.3K +125 +1%
MCCP
428
Mission Creek Capital Partners
California
$633K +$3.33K +57 +0.5%
JCM
429
Jacobi Capital Management
Pennsylvania
$613K -$82.6K -1,415 -12%
MC
430
Mathes Company
New York
$605K – – –
KFGK
431
Keystone Financial Group (Kentucky)
Kentucky
$595K +$81.2K +1,392 +16%
NB
432
NBT Bank
New York
$592K -$11.7K -200 -2%
FC
433
Ferris Capital
Massachusetts
$589K – – –
BS
434
Banco Santander
Spain
$586K -$549K -9,401 -48%
HNB
435
Huntington National Bank
Ohio
$585K -$29.1K -499 -5%
LWM
436
Lyell Wealth Management
California
$585K +$582K +9,980 New
DLHL
437
Donald L. Hagan LLC
Florida
$580K -$119K -2,047 -17%
PWSG
438
Pacific Wealth Strategies Group
California
$578K – – –
RFC
439
Regions Financial Corp
Alabama
$575K -$3.96M -67,780 -87%
AIM
440
Acropolis Investment Management
Missouri
$570K +$12.1K +207 +2%
OC
441
Oppenheimer & Co
New York
$570K +$91.5K +1,567 +19%
CCM
442
Chilton Capital Management
Texas
$564K -$68.1K -1,167 -11%
AF
443
Arrow Financial
New York
$562K -$3.21K -55 -0.6%
OCM
444
Orleans Capital Management
Louisiana
$560K +$557K +9,550 New
IAIM
445
International Assets Investment Management
Florida
$555K -$7.88K -135 -1%
AWE
446
Avidian Wealth Enterprises
Texas
$553K -$32.3K -553 -6%
SFA
447
Sequoia Financial Advisors
Ohio
$553K +$270K +4,630 +96%
OLA
448
Oliver Luxxe Assets
New Jersey
$552K -$252K -4,325 -31%
EAM
449
Evanson Asset Management
California
$552K – – –
EWM
450
EPG Wealth Management
Georgia
$549K +$5.31K +91 +1%
16 17
18
19 20