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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
776
Custom Index Systems
New York
$578K +$531K +14,304 New
OC
777
Oakworth Capital
Alabama
$573K +$472K +12,736 +878%
BOM
778
Bank of Marin
California
$573K +$44.1K +1,188 +9%
BCM
779
Basso Capital Management
Connecticut
$569K +$523K +14,100 New
PSIWM
780
Paradigm Strategies in Wealth Management
Minnesota
$566K -$20.2K -544 -4%
CLOS
781
Compagnie Lombard Odier SCmA
Switzerland
$565K +$519K +14,000 New
MAS
782
Madden Advisory Services
Florida
$564K +$35.7K +962 +7%
FSA
783
Fort Sheridan Advisors
Illinois
$564K -$11.9K -322 -2%
KIG
784
Kessler Investment Group
Indiana
$562K -$125K -3,362 -19%
JGC
785
J. Goldman & Co
New York
$561K -$240K -6,460 -32%
CCFM
786
Clear Creek Financial Management
Washington
$558K -$101K -2,718 -16%
LJAC
787
L.J. Altfest & Co
New York
$558K -$3.38M -91,026 -87%
GFS
788
GYL Financial Synergies
Connecticut
$554K +$5.57K +150 +1%
NFP
789
Narus Financial Partners
Utah
$553K +$75.2K +2,028 +17%
EAM
790
Evanson Asset Management
California
$551K +$1.19K +32 +0.2%
BCP
791
Berkeley Capital Partners
Georgia
$549K +$187K +5,040 +59%
AF
792
Advisornet Financial
Minnesota
$547K -$174K -4,680 -26%
MGIA
793
Moneta Group Investment Advisors
Missouri
$546K +$76K +2,050 +18%
LP
794
LMR Partners
United Kingdom
$544K +$500K +13,480 New
PD
795
Planning Directions
Pennsylvania
$541K -$70.9K -1,910 -12%
CTWM
796
Cherry Tree Wealth Management
Minnesota
$536K – – –
LCWP
797
Legacy Capital Wealth Partners
Arkansas
$535K +$186K +5,024 +61%
M
798
MYeCFO
California
$534K – – –
OCBCO
799
Oversea-Chinese Banking Corp (OCBC)
Singapore
$534K – – –
WCA
800
Westover Capital Advisors
Delaware
$533K +$490K +13,200 New
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