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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LK
901
Lumbard & Kellner
New Hampshire
$596K +$1.99K +44 +0.3%
PD
902
Planning Directions
Pennsylvania
$595K +$9.78K +216 +2%
CFO
903
Colony Family Offices
North Carolina
$594K – – –
Empower Advisory Group
904
Empower Advisory Group
Colorado
$585K +$36.5K +805 +7%
CFP
905
Comprehensive Financial Planning
Pennsylvania
$583K +$65.2K +1,439 +13%
OBWG
906
Onyx Bridge Wealth Group
New York
$582K -$11.3M -248,489 -95%
PA
907
Pinnacle Associates
New York
$581K +$40.8K +900 +8%
CWM
908
Collaborative Wealth Management
Florida
$580K -$37.1K -820 -6%
CWM
909
Chemistry Wealth Management
New York
$580K – – –
PCOTEOTHU
910
Provident Company of the Employees of the Hebrew University
Israel
$579K – – –
UAS
911
United Asset Strategies
New York
$577K -$21.9K -484 -4%
CTWM
912
Cherry Tree Wealth Management
Minnesota
$572K – – –
NCM
913
Noesis Capital Mangement
Florida
$568K -$95.1K -2,100 -14%
KWM
914
Keebeck Wealth Management
Illinois
$566K – – –
JC
915
JM2 Capital
Oklahoma
$562K -$1.68K -37 -0.3%
AIP
916
ARS Investment Partners
New York
$561K +$21.7K +480 +4%
LJAC
917
L.J. Altfest & Co
New York
$558K -$60.8K -1,343 -10%
Vanguard Capital Wealth Advisors
918
Vanguard Capital Wealth Advisors
Colorado
$558K +$557K +12,300 New
Verition Fund Management
919
Verition Fund Management
Connecticut
$556K -$3.23M -71,344 -85%
CIC
920
Cutler Investment Counsel
Oregon
$555K – – –
OIS
921
Okabena Investment Services
Minnesota
$552K +$12.1K +268 +2%
CWM
922
Cornerstone Wealth Management
Missouri
$551K +$166K +3,658 +43%
BOM
923
Bank of Marin
California
$550K – – –
BMCM
924
Bryn Mawr Capital Management
Pennsylvania
$549K +$10K +221 +2%
BWM
925
BCS Wealth Management
Tennessee
$546K +$545K +12,036 New