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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOK
301
Bank of Kentucky
Kentucky
$222K +$5.24K +266 +3%
CA
302
Cetera Advisors
Colorado
$220K -$246K -12,490 -54%
EWM
303
Evercore Wealth Management
New York
$219K +$23K +1,166 +12%
KIG
304
Kessler Investment Group
Indiana
$217K +$1.81K +92 +0.9%
SF
305
Synovus Financial
Georgia
$216K +$16.6K +842 +9%
SCM
306
Sterneck Capital Management
Missouri
$204K +$194K +9,840 New
MWM
307
Merriman Wealth Management
Washington
$203K -$67.5K -3,422 -27%
CTA
308
Chesley Taft & Associates
Illinois
$203K +$193K +9,800 New
SSG
309
Summit Securities Group
New York
$203K +$193K +9,800 New
PO
310
Private Ocean
California
$193K +$50.8K +2,578 +38%
HCP
311
Holt Capital Partners
Texas
$192K – – –
GGPS
312
Gary Goldberg Planning Services
New York
$188K +$23.8K +1,206 +15%
1IC
313
1919 Investment Counsel
Maryland
$179K +$170K +8,600 New
DADC
314
D.A. Davidson & Co
Montana
$178K -$12.9K -652 -7%
CPA
315
Cowen Prime Advisors
New York
$178K +$34K +1,726 +25%
WTB
316
Washington Trust Bank
Washington
$174K +$166K +8,404 New
MA
317
MCF Advisors
Kentucky
$157K -$51.6K -2,616 -26%
CA
318
CapWealth Advisors
Tennessee
$153K -$8.87K -450 -6%
PTC
319
Private Trust Company
Ohio
$146K -$1.54K -78 -1%
FNBT
320
FineMark National Bank & Trust
Florida
$133K +$63.4K +3,218 +100%
DSC
321
Duncker Streett & Co
Missouri
$132K +$15.7K +796 +14%
AF
322
Arrow Financial
New York
$123K -$5.36K -272 -4%
BRWM
323
B. Riley Wealth Management
Tennessee
$120K +$114K +5,766 New
GI
324
Gradient Investments
Minnesota
$112K -$19.7K -1,000 -16%
OC
325
Oakworth Capital
Alabama
$103K +$97.6K +4,950 New
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