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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
351
Kessler Investment Group
Indiana
$190K -$21.8K -1,012 -10%
TIM
352
Tortoise Investment Management
New York
$177K – – –
EWM
353
Evercore Wealth Management
New York
$174K -$19.3K -898 -10%
IPC
354
Independent Portfolio Consultants
Florida
$165K – – –
NFG
355
Next Financial Group
Texas
$152K -$15K -698 -9%
AF
356
Arrow Financial
New York
$148K -$34.2K -1,590 -19%
SFWA
357
Summit Financial Wealth Advisors
Louisiana
$146K – – –
DADC
358
D.A. Davidson & Co
Montana
$146K +$2.5K +116 +2%
ASN
359
Advisory Services Network
Georgia
$144K +$118K +5,464 +467%
DSC
360
Duncker Streett & Co
Missouri
$140K +$301 +14 +0.2%
WA
361
Winfield Associates
Ohio
$134K +$94.8K +4,400 +244%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$131K -$45K -2,090 -26%
AIM
363
Advantage Investment Management
Iowa
$119K -$21.1K -980 -15%
BAM
364
Bruderman Asset Management
New York
$119K -$12.4K -574 -9%
FNBT
365
FineMark National Bank & Trust
Florida
$117K -$67.7K -3,146 -37%
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$101K – – –
RIA
367
Regal Investment Advisors
Michigan
$99K +$24.9K +1,158 +34%
BKA
368
Brick & Kyle Associates
Pennsylvania
$97K – – –
LFR
369
Lehman Financial Resources
Pennsylvania
$95K – – –
PG
370
Patten Group
Tennessee
$90.3K +$39.6K +1,838 +79%
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$90K +$25.8K +1,200 +41%
CA
372
CapWealth Advisors
Tennessee
$89K – – –
GI
373
Gradient Investments
Minnesota
$88K +$32.3K +1,500 +58%
SNT
374
Security National Trust
West Virginia
$87K -$2.24K -104 -3%
TWA
375
TCI Wealth Advisors
Arizona
$87K – – –
13 14
15
16 17