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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
426
Rikoon Group
New Mexico
$247K -$5.58K -210 -2%
BIAS
427
Beacon Investment Advisory Services
New Jersey
$247K – – –
MC
428
Mathes Company
New York
$247K – – –
FIB
429
First Interstate Bank
Montana
$246K -$38.1K -1,432 -13%
CFB
430
Cullen/Frost Bankers
Texas
$246K -$2.66K -100 -1%
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$246K -$1.65K -62 -0.7%
PT
432
Plimoth Trust
Massachusetts
$246K +$29K +1,090 +13%
SWM
433
SeaCrest Wealth Management
New York
$245K +$8.08K +304 +3%
SPIA
434
Steward Partners Investment Advisory
New York
$240K -$9.09K -342 -4%
NFG
435
Next Financial Group
Texas
$239K -$23K -864 -9%
EA
436
Elm Advisors
California
$237K -$47.8K -1,800 -17%
CCM
437
Compton Capital Management
Rhode Island
$237K -$5.31K -200 -2%
RWA
438
Ropes Wealth Advisors
Massachusetts
$237K – – –
SFSIG
439
San Francisco Sentry Investment Group
California
$237K +$159K +6,000 +200%
KIG
440
Kessler Investment Group
Indiana
$235K -$26.7K -1,004 -10%
CT
441
Coastline Trust
Rhode Island
$231K +$6.11K +230 +3%
VCM
442
Virtue Capital Management
Tennessee
$230K +$232K +8,720 New
FAT
443
First American Trust
California
$225K +$227K +8,542 New
CG
444
Caprock Group
Idaho
$224K -$11.4K -430 -5%
LWM
445
Lenox Wealth Management
Ohio
$224K +$152K +5,714 New
CAM
446
Concorde Asset Management
Michigan
$222K -$10K -378 -4%
ZB
447
Zions Bancorporation
Utah
$222K +$58.6K +2,206 +35%
DW
448
Domani Wealth
Pennsylvania
$219K +$221K +8,306 New
SJIM
449
St. Johns Investment Management
Florida
$218K +$18.6K +700 +9%
OLA
450
Oliver Luxxe Assets
New Jersey
$218K +$217K +8,148 New
16 17
18
19 20