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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
476
Advisors Capital Management
New Jersey
$322K -$80.7K -957 -20%
BO
477
Bank OZK
Arkansas
$322K +$342K +4,057 New
EWA
478
Exencial Wealth Advisors
Oklahoma
$321K -$7.25K -86 -2%
PMG
479
ProVise Management Group
Florida
$321K – – –
MC
480
Moors & Cabot
Massachusetts
$320K +$7.33K +87 +2%
FPGK
481
Financial Partners Group (Kansas)
Kansas
$318K -$23K -273 -6%
PCA
482
Personal Capital Advisors
California
$318K +$23.3K +276 +7%
WCA
483
Waypoint Capital Advisors
Minnesota
$317K – – –
BPCE
484
Bank Pictet & Cie (Europe)
Germany
$315K – – –
BC
485
Bartlett & Co
Ohio
$313K – – –
FFS
486
Founders Financial Securities
Maryland
$313K +$332K +3,943 New
BCWM
487
Bartlett & Co Wealth Management
Ohio
$313K – – –
SAM
488
Seelaus Asset Management
New Jersey
$312K +$1.69K +20 +0.5%
WP
489
WMS Partners
Maryland
$310K -$178K -2,106 -35%
MBT
490
Montecito Bank & Trust
California
$309K -$98.2K -1,165 -23%
WSC
491
Wellington Shields & Co
New York
$309K -$59K -700 -15%
X
492
Xponance
Pennsylvania
$308K -$186K -2,205 -36%
BFA
493
Beaumont Financial Advisors
Massachusetts
$306K +$169 +2 +0.1%
SCI
494
S&CO Inc
Massachusetts
$305K +$2.53K +30 +0.8%
HSA
495
HBK Sorce Advisory
Pennsylvania
$304K +$84.8K +1,006 +36%
RSWM
496
Robertson Stephens Wealth Management
California
$304K +$323K +3,835 New
NCM
497
NCM Capital Management
New Jersey
$297K – – –
TFCP
498
Twin Focus Capital Partners
Massachusetts
$297K – – –
JGC
499
J. Goldman & Co
New York
$297K +$316K +3,750 New
PAMS
500
Pictet Asset Management (Switzerland)
Switzerland
$296K +$315K +3,733 New
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