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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
476
J. Safra Asset Management
New York
$297K – – –
WW
477
Waterfront Wealth
Kansas
$292K -$8.36K -100 -3%
BC
478
Bartlett & Co
Ohio
$291K – – –
BCWM
479
Bartlett & Co Wealth Management
Ohio
$291K – – –
DIP
480
Davis Investment Partners
North Carolina
$288K -$41.8K -500 -13%
APWA
481
Atlas Private Wealth Advisors
New Jersey
$285K +$286K +3,421 New
KWA
482
Kingswood Wealth Advisors
California
$284K +$286K +3,414 New
TCM
483
Tandem Capital Management
New Jersey
$283K – – –
HWM
484
HB Wealth Management
Georgia
$282K +$4.35K +52 +2%
TCOV
485
Trust Company of Vermont
Vermont
$278K -$44.3K -530 -14%
EBA
486
Eagle Bay Advisors
New York
$277K +$60.3K +721 +28%
PA
487
Procyon Advisors
Connecticut
$277K -$9.53K -114 -3%
SIC
488
Sterling Investment Counsel
New York
$275K -$84 -1 -0%
KTC
489
Kistler-Tiffany Companies
Pennsylvania
$271K – – –
GFS
490
GYL Financial Synergies
Connecticut
$265K – – –
SRC
491
Shufro Rose & Co
New York
$264K – – –
3LCM
492
3D/L Capital Management
Connecticut
$263K +$2.93K +35 +1%
LAM
493
LifePro Asset Management
California
$262K -$93.3K -1,116 -26%
CFG
494
Citizens Financial Group
Rhode Island
$262K +$263K +3,146 New
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$261K -$836 -10 -0.3%
CC
496
Callan Capital
California
$261K +$41.8K +500 +19%
FAP
497
Financial Advisory Partners
Florida
$260K – – –
PFO
498
Pathstone Family Office
New Jersey
$260K -$56.8K -679 -18%
HIA
499
Harbor Investment Advisory
Maryland
$257K -$36K -430 -12%
FFA
500
Fragasso Financial Advisors
Pennsylvania
$256K +$3.43K +41 +1%
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