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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
451
HCR Wealth Advisors
California
$333K +$10.4K +79 +3%
SPIO
452
Seven Post Investment Office
California
$329K +$319K +2,429 New
PWP
453
Principle Wealth Partners
Connecticut
$328K – – –
IC
454
Inscription Capital
Texas
$328K +$318K +2,422 New
RDWM
455
Red Door Wealth Management
Tennessee
$328K +$319K +2,426 New
HSA
456
HBK Sorce Advisory
Pennsylvania
$326K +$1.31K +10 +0.4%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$324K +$213K +1,622 +211%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$323K -$2.09M -15,868 -87%
NA
459
Nottingham Advisors
New York
$319K -$78.9K -600 -20%
SA
460
Sicart Associates
New York
$318K – – –
KM
461
Kalos Management
Georgia
$317K +$9.07K +69 +3%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$316K -$159K -1,212 -34%
SCG
463
Sonata Capital Group
Washington
$311K – – –
HPC
464
HM Payson & Co
Maine
$307K – – –
LJAC
465
L.J. Altfest & Co
New York
$299K -$657 -5 -0.2%
RCAG
466
Rehmann Capital Advisory Group
Michigan
$299K +$36.8K +280 +15%
BMC
467
Beaton Management Company
Massachusetts
$297K – – –
DWM
468
Dakota Wealth Management
Florida
$295K +$286K +2,177 New
MSAM
469
Moloney Securities Asset Management
Missouri
$294K -$1.18K -9 -0.4%
GRP
470
Global Retirement Partners
California
$283K -$19.1K -145 -6%
BIM
471
Baldwin Investment Management
Pennsylvania
$280K +$66.4K +505 +32%
MWM
472
Mission Wealth Management
California
$279K +$5.39K +41 +2%
AG
473
Appleton Group
Wisconsin
$279K +$271K +2,059 New
RRA
474
Round Rock Advisors
Connecticut
$277K -$120K -910 -31%
KPCM
475
Kings Point Capital Management
New York
$271K – – –
17 18
19
20 21