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State Street SPDR S&P Biotech ETF
XBI

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
676
Realta Investment Advisors
Delaware
$75.1K – – –
EWP
677
Elevation Wealth Partners
California
$68.5K – – –
AA
678
Addison Advisors
Vermont
$68.3K – – –
NEWAS
679
N.E.W. Advisory Services
Wisconsin
$65K -$9.99K -80 -14%
LWCFA
680
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.7K – – –
OWA
681
Opal Wealth Advisors
New York
$61.1K +$59.7K +478 New
ATC
682
Adirondack Trust Company
New York
$60.7K – – –
PFG
683
Premier Financial Group
California
$59.3K – – –
BF
684
BOK Financial
Oklahoma
$59.3K – – –
AGWCA
685
Annis Gardner Whiting Capital Advisors
Florida
$57K -$5.74K -46 -9%
CWM
686
Cranbrook Wealth Management
Michigan
$57K – – –
CSPIA
687
Cary Street Partners Investment Advisory
Virginia
$54.9K +$15.7K +126 +41%
HCM
688
Hollencrest Capital Management
California
$52.4K +$1.75K +14 +4%
EWM
689
Evolution Wealth Management
Florida
$51.2K +$50.1K +401 New
HHGA
690
Halbert Hargrove Global Advisors
California
$51.1K – – –
MFT
691
Moisand Fitzgerald Tamayo
Florida
$51.1K – – –
FFG
692
Forum Finance Group
$51K +$62.4K +500 New
CFD
693
Creative Financial Designs
Indiana
$50.8K +$9.74K +78 +24%
BDPWM
694
Barnes Dennig Private Wealth Management
Ohio
$50.2K -$375 -3 -0.8%
HR
695
Howe & Rusling
New York
$49.3K -$6.24K -50 -11%
FC
696
Fairscale Capital
New Hampshire
$49.2K +$17.2K +138 +56%
ACA
697
Atlas Capital Advisors
Wyoming
$47.4K +$46.3K +371 New
TPWA
698
Twin Peaks Wealth Advisors
California
$46.9K +$45.8K +367 New
AWM
699
Activest Wealth Management
Florida
$45.9K -$93.8K -751 -68%
DCM
700
Davis Capital Management
Florida
$45K – – –
26 27
28
29 30