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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
251
B. Riley Wealth Advisors
Florida
$168K -$26.5K -818 -14%
BRWM
252
B. Riley Wealth Management
Tennessee
$167K -$391K -12,062 -71%
AIM
253
Acropolis Investment Management
Missouri
$165K -$56.6K -1,746 -26%
TAM
254
Tocqueville Asset Management
New York
$160K +$156K +4,800 New
M
255
MOTCO
Texas
$151K – – –
AF
256
Arrow Financial
New York
$141K +$2.6K +80 +2%
OIA
257
Optimum Investment Advisors
Illinois
$107K +$77.7K +2,396 +300%
BIM
258
BlackRock Investment Management
Delaware
$93K +$90.3K +2,784 New
GT
259
Glenmede Trust
Pennsylvania
$84K -$13K -400 -14%
1IC
260
1919 Investment Counsel
Maryland
$76K -$23K -710 -24%
WT
261
Whittier Trust
California
$74K – – –
BPBT
262
Boston Private Bank & Trust
Massachusetts
$71K -$21.4K -660 -24%
NSIM
263
North Star Investment Management
Illinois
$67K +$64.9K +2,000 New
RIA
264
Regal Investment Advisors
Michigan
$61K – – –
SFSIG
265
San Francisco Sentry Investment Group
California
$55K -$6.94K -214 -12%
HRIA
266
Haberer Registered Investment Advisor
Ohio
$53K – – –
CAL
267
Capital Analysts LLC
Pennsylvania
$51.7K -$101K -3,100 -67%
LWM
268
LBA Wealth Management
Florida
$48K +$1.62K +50 +4%
WRM
269
Westport Resources Management
Connecticut
$43K – – –
PMFA
270
Plante Moran Financial Advisors
Michigan
$41K – – –
CTC
271
Central Trust Company
Missouri
$40K -$2.85K -88 -7%
KPCM
272
Kings Point Capital Management
New York
$37K – – –
TWM
273
Torch Wealth Management
Ohio
$37K – – –
KT
274
Kanaly Trust
Texas
$35K – – –
ATC
275
Adirondack Trust Company
New York
$33K -$32.4K -1,000 -50%
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