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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
551
Joseph P. Lucia & Associates
New York
$126K -$28.3K -215 -19%
AWM
552
Activest Wealth Management
Florida
$123K -$25.2K -192 -17%
NSIM
553
North Star Investment Management
Illinois
$118K +$95.3K +725 +483%
ED
554
Exane Derivatives
France
$117K – – –
SC
555
Solstein Capital
California
$116K – – –
BWL
556
Bogart Wealth LLC
Virginia
$114K -$15K -114 -12%
OFG
557
Oxford Financial Group
Indiana
$114K +$111K +843 New
DMK
558
David M. Knott
$108K -$394K -3,000 -79%
SWM
559
Selective Wealth Management
Virginia
$108K +$105K +800 New
CWM
560
Cranbrook Wealth Management
Michigan
$105K – – –
BWP
561
Baldwin Wealth Partners
Massachusetts
$104K – – –
PFGIA
562
Patriot Financial Group Insurance Agency
Massachusetts
$104K +$55.9K +425 +123%
FCM
563
Firestone Capital Management
Florida
$103K – – –
BU
564
BBVA USA
Alabama
$102K +$98.6K +750 New
LDFR
565
Lehman & Derafelo Financial Resources
Pennsylvania
$99K – – –
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$96K +$89.4K +680 +2,267%
COCM
567
Charter Oak Capital Management
New Hampshire
$95K +$4.87K +37 +6%
AF
568
Advisornet Financial
Minnesota
$90K – – –
GI
569
Gradient Investments
Minnesota
$88K -$19.7K -150 -19%
CCM
570
Covington Capital Management
California
$84K – – –
MAM
571
McCarthy Asset Management
California
$81K – – –
FWP
572
FAS Wealth Partners
Kansas
$80K -$46K -350 -37%
CAGAS
573
Capital Advisory Group Advisory Services
Minnesota
$79K – – –
OSNBOA
574
Old Second National Bank of Aurora
Illinois
$79K – – –
AWA
575
Arkadios Wealth Advisors
Georgia
$69K +$27.1K +206 +66%
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