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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
426
Kessler Investment Group
Indiana
$127K -$3.7K -148 -3%
DADC
427
D.A. Davidson & Co
Montana
$126K -$46.8K -1,872 -28%
SWA
428
Sutton Wealth Advisors
Florida
$126K – – –
AIP
429
Almanack Investment Partners
Pennsylvania
$124K +$120K +4,814 New
BKA
430
Brick & Kyle Associates
Pennsylvania
$115K – – –
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$108K -$92.7K -3,710 -47%
CFA
432
Carroll Financial Associates
North Carolina
$107K – – –
CLOS
433
Compagnie Lombard Odier SCmA
Switzerland
$105K +$102K +4,100 New
EDRH
434
Edmond de Rothschild Holding
Switzerland
$104K -$1.43M -57,254 -93%
SNT
435
Security National Trust
West Virginia
$103K – – –
TWA
436
TCI Wealth Advisors
Arizona
$103K – – –
TIM
437
Tortoise Investment Management
New York
$102K – – –
SBL
438
Sargent Bickham Lagudis
Colorado
$96K – – –
AIM
439
Advantage Investment Management
Iowa
$94K +$15K +600 +20%
CFA
440
CT Financial Advisors
Pennsylvania
$89.3K +$300 +12 +0.3%
SIA
441
Spruce Investment Advisors
Connecticut
$88K – – –
TCOV
442
Trust Company of Vermont
Vermont
$85K -$1.25K -50 -1%
PFO
443
Pathstone Family Office
New Jersey
$84K +$82.2K +3,290 New
MA
444
MCF Advisors
Kentucky
$77K – – –
FWM
445
Focused Wealth Management
New York
$76K +$50 +2 +0.1%
PG
446
Patten Group
Tennessee
$74K +$1.75K +70 +2%
HCM
447
Highlander Capital Management
New Jersey
$72K – – –
ECM
448
Exchange Capital Management
Michigan
$71K -$7.09K -284 -9%
RFWA
449
RPg Family Wealth Advisory
Massachusetts
$70.2K +$68.3K +2,736 New
YWP
450
YorkBridge Wealth Partners
New York
$67K -$15K -600 -19%
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