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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
426
Lion Street Advisors
Texas
$406K -$1.13K -15 -0.5%
AWA
427
Arkadios Wealth Advisors
Georgia
$403K +$408K +5,432 New
IC
428
IEQ Capital
California
$401K -$19.7K -262 -5%
JCM
429
Jacobi Capital Management
Pennsylvania
$398K +$55.9K +745 +16%
BCM
430
Barometer Capital Management
Ontario, Canada
$395K +$330K +4,400 New
TCOV
431
Trust Company of Vermont
Vermont
$392K -$59K -786 -13%
LNC
432
Lincoln National Corp
Pennsylvania
$386K -$10.2K -136 -3%
NL
433
NVWM LLC
Pennsylvania
$384K -$182K -2,429 -32%
WA
434
Wealth Alliance
New York
$382K +$387K +5,149 New
AWS
435
Atria Wealth Solutions
New York
$379K -$402K -5,350 -51%
CCG
436
Coastwise Capital Group
California
$379K -$18.4K -245 -5%
PCFFS
437
Pacific Center for Financial Services
California
$378K – – –
NFG
438
Nations Financial Group
Iowa
$377K +$4.5K +60 +1%
MBT
439
Montecito Bank & Trust
California
$376K – – –
ECM
440
Evergreen Capital Management
Washington
$375K -$826 -11 -0.2%
SM
441
Southport Management
Wyoming
$371K +$375K +5,000 New
RJT
442
Raymond James Trust
Florida
$371K -$14.6K -195 -4%
ARMC
443
American Research & Management Company
Massachusetts
$371K – – –
RRA
444
Round Rock Advisors
Connecticut
$371K +$181K +2,410 +93%
NHC
445
Nicholas Hoffman & Company
Georgia
$371K +$375K +5,000 New
VWA
446
V Wealth Advisors
Kansas
$368K +$73K +973 +25%
TWP
447
Tempus Wealth Planning
California
$364K +$126K +1,681 +52%
BBHC
448
Brown Brothers Harriman & Co
New York
$364K +$203K +2,700 +122%
DWP
449
Destiny Wealth Partners
Florida
$356K – – –
ACM
450
Advisors Capital Management
New Jersey
$356K +$129K +1,712 +56%
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