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Banco Bilbao Vizcaya Argentaria
BBVA

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
201
Westwood Holdings Group
Texas
$98K – – –
IC
202
IEQ Capital
California
$97.3K -$24.4K -3,412 -21%
HKIM
203
Hayek Kallen Investment Management
Alabama
$97K – – –
AGC
204
Aspen Grove Capital
Colorado
$96.4K -$14.6K -2,035 -14%
LFA
205
Legacy Financial Advisors
Kentucky
$94.1K +$14.7K +2,055 +20%
PSP
206
Principal Street Partners
Tennessee
$93.4K +$11.6K +1,628 +15%
BA
207
Ballew Advisors
Mississippi
$92.1K – – –
PA
208
Parallel Advisors
California
$91.8K +$4.72K +660 +6%
BSW
209
Buckingham Strategic Wealth
Missouri
$91.2K +$8.78K +1,228 +12%
OL
210
Optas LLC
Texas
$91.2K +$6.12K +856 +8%
EVM
211
Evelyn V. Moreno
$90.1K – – –
EWM
212
Endowment Wealth Management
Wisconsin
$85.7K +$79.8K +11,163 New
WMP
213
Wealth Management Partners
Arizona
$85.1K – – –
BMCM
214
Burns Matteson Capital Management
New York
$83.9K – – –
WAG
215
Wallace Advisory Group
California
$83.4K – – –
SS
216
Simplicity Solutions
Minnesota
$83K -$114K -15,900 -60%
BFG
217
Bleakley Financial Group
New Jersey
$83K +$3.59K +502 +5%
TAM
218
Tucker Asset Management
Colorado
$82.3K +$49.2K +6,882 +179%
AAM
219
Aureus Asset Management
Massachusetts
$81.1K – – –
CB
220
Commerce Bank
Missouri
$80.5K +$1.92K +268 +3%
ISL
221
Ingalls & Snyder LLC
New York
$80K – – –
CWP
222
Curated Wealth Partners
California
$79.5K – – –
FHA
223
First Horizon Advisors
Tennessee
$78.9K +$2.61K +365 +4%
WRPWM
224
Werba Rubin Papier Wealth Management
California
$78.4K -$236 -33 -0.3%
WGCA
225
Wolf Group Capital Advisors
Virginia
$67.4K – – –
7 8
9
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