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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
476
U.S. Capital Wealth Advisors
Texas
$652K -$80.2K -2,378 -12%
SSG
477
Summit Securities Group
New York
$644K -$101K -3,000 -14%
BPC
478
Banque Pictet & Cie
Switzerland
$644K – – –
PWM
479
Perigon Wealth Management
California
$644K +$607K +17,994 New
EAM
480
Evanson Asset Management
California
$637K +$16.5K +488 +3%
FNBT
481
FineMark National Bank & Trust
Florida
$634K +$598K +17,728 New
PWM
482
Palumbo Wealth Management
New York
$633K +$24.8K +734 +4%
YIA
483
YHB Investment Advisors
Connecticut
$632K -$256K -7,594 -30%
EWM
484
Endurance Wealth Management
Rhode Island
$630K -$16.9K -500 -3%
HHAM
485
HITE Hedge Asset Management
Massachusetts
$630K +$594K +17,600 New
KC
486
Kenfarb & Co
Kentucky
$626K +$590K +17,490 New
TAM
487
Tocqueville Asset Management
New York
$623K – – –
CGH
488
CMG Global Holdings
Texas
$622K – – –
WIA
489
World Investment Advisors
California
$618K +$67.4K +1,998 +12%
SVWAG
490
Sound View Wealth Advisors Group
Georgia
$613K +$65K +1,926 +13%
CAG
491
Curtis Advisory Group
California
$613K +$226K +6,700 +64%
CC
492
Constitution Capital
Connecticut
$612K -$320K -9,484 -36%
PCA
493
Personal Capital Advisors
California
$607K -$308K -9,142 -37%
BAM
494
Belpointe Asset Management
Nevada
$603K -$2.78M -82,296 -83%
WPC
495
White Pine Capital
Minnesota
$603K +$18.2K +540 +3%
GT
496
Greenleaf Trust
Michigan
$601K +$3.31K +98 +0.6%
3LCM
497
3D/L Capital Management
Connecticut
$599K +$32.3K +958 +6%
GCMG
498
Gyroscope Capital Management Group
Florida
$598K +$23.8K +706 +4%
BF
499
BOK Financial
Oklahoma
$597K +$32.2K +954 +6%
MYIA
500
Mount Yale Investment Advisors
Colorado
$594K +$23.8K +706 +4%
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