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Banco Bilbao Vizcaya Argentaria
BBVA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
326
Choate Investment Advisors
Massachusetts
$257K – – –
DI
327
Disciplined Investors
Texas
$256K – – –
PWPS
328
Pinnacle Wealth Planning Services
Ohio
$253K +$7.19K +344 +3%
MC
329
Matters Capital
Florida
$251K +$225K +10,786 New
MOS
330
MGO One Seven
Ohio
$245K +$219K +10,492 New
ISL
331
Ingalls & Snyder LLC
New York
$244K – – –
GA
332
Greenspring Advisors
Maryland
$241K +$216K +10,325 New
NI
333
Natural Investments
California
$239K +$4.6K +220 +2%
BPW
334
Bingham Private Wealth
California
$233K +$209K +10,003 New
JSW
335
Journey Strategic Wealth
New Jersey
$226K -$14.8K -708 -7%
SW
336
Simplicity Wealth
New Jersey
$223K -$13.4K -642 -6%
SFG
337
SageGuard Financial Group
Tennessee
$222K +$199K +9,533 New
AWM
338
Angeles Wealth Management
California
$222K +$199K +9,505 New
AWAU
339
Alliance Wealth Advisors (Utah)
Utah
$221K -$19.9K -951 -9%
MGIA
340
Moneta Group Investment Advisors
Missouri
$219K -$14.3K -684 -7%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219K – – –
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$218K +$195K +9,331 New
WSWA
343
Warren Street Wealth Advisors
California
$216K -$85.8K -4,106 -31%
KPWS
344
Kestra Private Wealth Services
Texas
$216K +$193K +9,261 New
SCA
345
Snowden Capital Advisors
New York
$210K +$188K +8,996 New
DS
346
DRW Securities
Illinois
$209K +$187K +8,964 New
AG
347
AlTi Global
New York
$205K +$184K +8,795 New
MCM
348
Manchester Capital Management
Vermont
$202K +$83.9K +4,016 +86%
WA
349
Westfuller Advisors
New York
$199K – – –
VSQM
350
V-Square Quantitative Management
Illinois
$199K +$178K +8,535 New
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14
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