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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
401
Bank OZK
Arkansas
$574K +$231K +2,855 +70%
AW
402
Alaethes Wealth
Nevada
$563K +$30.4K +375 +6%
FHA
403
Flagship Harbor Advisors
Massachusetts
$552K -$13.9K -172 -3%
MWM
404
Melfa Wealth Management
Massachusetts
$551K +$538K +6,644 New
ATC
405
Argent Trust Co
Tennessee
$551K – – –
P
406
&Partners
Tennessee
$548K -$8.1K -100 -1%
MIM
407
Miller Investment Management
Pennsylvania
$546K – – –
ATC
408
Adirondack Trust Company
New York
$544K – – –
AR
409
Apeiron RIA
Texas
$542K +$1.13K +14 +0.2%
CCG
410
Chatham Capital Group
Georgia
$541K -$4.05K -50 -0.8%
SM
411
Southport Management
Wyoming
$540K +$526K +6,500 New
AWA
412
Arete Wealth Advisors
Illinois
$539K +$2.67K +33 +0.5%
IWA
413
Icon Wealth Advisors
Texas
$535K -$304K -3,750 -37%
PA
414
PFG Advisors
Arizona
$535K -$1.78K -22 -0.3%
CFO
415
Collective Family Office
Pennsylvania
$525K +$143K +1,770 +39%
IC
416
IEQ Capital
California
$515K -$2.52M -31,149 -83%
MCC
417
Money Concepts Capital
Florida
$514K +$359K +4,435 +252%
AIM
418
Aspen Investment Management
Michigan
$505K +$228K +2,820 +86%
TFCP
419
Twin Focus Capital Partners
Massachusetts
$503K +$187K +2,310 +62%
BCM
420
Barometer Capital Management
Ontario, Canada
$498K +$16.2K +200 +3%
CA
421
Calton & Associates
Florida
$491K +$247K +3,045 +106%
PFO
422
Pathstone Family Office
New Jersey
$488K +$546K +6,743 +127%
FAIM
423
Financial Advocates Investment Management
Washington
$488K -$290K -3,580 -38%
ACM
424
Antonetti Capital Management
Florida
$486K -$19.4K -240 -4%
PA
425
Pinnacle Associates
New York
$486K -$78.9K -975 -14%
15 16
17
18 19