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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
626
Montecito Bank & Trust
California
$1.05M +$1.02M +24,080 New
BAM
627
Belpointe Asset Management
Nevada
$1.05M +$235K +5,566 +30%
YCM
628
Yakira Capital Management
Connecticut
$1.05M +$1.02M +24,026 New
AAS
629
Ameritas Advisory Services
Nebraska
$1.05M -$2.17M -51,230 -68%
AFO
630
Allie Family Office
Florida
$1.05M -$81.8K -1,934 -7%
AFS
631
AFG Fiduciary Services
Massachusetts
$1.04M -$170K -4,014 -14%
HCM
632
Howard Capital Management
Georgia
$1.04M -$27K -638 -3%
HAS
633
HBW Advisory Services
California
$1.04M +$93.7K +2,216 +10%
PWM
634
Purus Wealth Management
California
$1.04M +$6.6K +156 +0.7%
TSWM
635
Triangle Securities Wealth Management
North Carolina
$1.04M +$143K +3,374 +17%
RPA
636
Rock Point Advisors
Vermont
$1.04M -$131K -3,100 -12%
MBI
637
May Barnhard Investments
Maryland
$1.03M -$1.1K -26 -0.1%
VWA
638
Visionary Wealth Advisors
Illinois
$1.03M +$407K +9,620 +68%
CFS
639
CRA Financial Services
New Jersey
$1.03M -$27.5K -650 -3%
RFC
640
Regions Financial Corp
Alabama
$1.03M -$153K -3,612 -13%
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$33.3K -788 -3%
CAM
642
Cresset Asset Management
Illinois
$1.02M +$25.6K +606 +3%
CCG
643
Cypress Capital Group
Florida
$1.01M – – –
JGIA
644
Jackson Grant Investment Advisers
Connecticut
$1.01M +$3.3K +78 +0.3%
PTP
645
Platform Technology Partners
New York
$1.01M +$58.5K +1,384 +6%
MA
646
Mezzasalma Advisors
New Jersey
$1.01M +$979K +23,148 New
TPW
647
Turn8 Private Wealth
$1M -$15.7K -370 -2%
FHC
648
First Horizon Corporation
Tennessee
$1M +$970K +22,934 New
AF
649
Apexium Financial
Texas
$996K -$19.7K -466 -2%
CV
650
Counterweight Ventures
North Carolina
$991K -$787K -18,610 -45%
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