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BHP
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
526
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$218K – – –
CI
527
Corient IA
Florida
$217K +$211K +2,980 New
CAM
528
Cozad Asset Management
Illinois
$216K -$25.4K -360 -11%
RSVP
529
Ramsay Stattman Vela & Price
Colorado
$216K +$210K +2,970 New
ACM
530
Anfield Capital Management
California
$215K +$72.2K +1,022 +53%
RS
531
R Squared
Hong Kong
$213K -$567K -8,025 -73%
HR
532
Hardy Reed
Mississippi
$212K +$206K +2,919 New
CNBTD
533
Citizens National Bank Trust Department
Mississippi
$208K +$202K +2,863 New
HI
534
Harbour Investments
Wisconsin
$206K +$52.6K +745 +36%
FWP
535
Flatrock Wealth Partners
California
$205K +$199K +2,818 New
LIP
536
Lighthouse Investment Partners
Florida
$204K +$198K +2,808 New
STA
537
Smith Thornton Advisors
Alabama
$204K +$198K +2,800 New
HSA
538
HBK Sorce Advisory
Pennsylvania
$202K +$169K +2,387 New
CPA
539
Capital Performance Advisors
California
$201K +$195K +2,764 New
BWP
540
Baldwin Wealth Partners
Massachusetts
$200K +$194K +2,750 New
RC
541
Rexford Capital
Texas
$197K +$8.83K +125 +5%
TPCW
542
TD Private Client Wealth
New York
$184K +$167K +2,359 +1,404%
LI
543
LRI Investments
Florida
$183K – – –
MHR
544
Matthew Hamilton Rosenberg
$175K – – –
OCWP
545
Owl Creek Wealth Partners
Colorado
$171K +$166K +2,350 New
FHC
546
First Horizon Corporation
Tennessee
$161K -$5.23K -74 -3%
NB
547
NBT Bank
New York
$161K +$2.83K +40 +2%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$156K -$565 -8 -0.4%
BCFD
549
Boit C.F. David
$145K – – –
AIM
550
Acropolis Investment Management
Missouri
$145K +$141K +1,998 New
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