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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
Focused Wealth Management
New York
$291K +$266K +1,286 New
PPSG
902
Princeton Portfolio Strategies Group
New Jersey
$290K +$265K +1,279 New
BFIC
903
Bedell Frazier Investment Counselling
California
$287K – – –
IA
904
Independence Advisors
Pennsylvania
$287K +$14.3K +69 +6%
GWM
905
GSB Wealth Management
Connecticut
$283K – – –
HCA
906
Harbour Capital Advisors
Virginia
$283K – – –
SHA
907
Seneca House Advisors
Virginia
$280K -$621 -3 -0.2%
GAM
908
GQ Asset Management
New York
$276K +$91.5K +442 +57%
BUB
909
BBVA USA Bancshares
Texas
$275K +$13.2K +64 +6%
IBOK
910
Independence Bank of Kentucky
Kentucky
$272K -$16.6K -80 -6%
NL
911
NWAM LLC
Washington
$272K -$3.52K -17 -1%
DWA
912
Douglass Winthrop Advisors
New York
$272K – – –
PWM
913
Perigon Wealth Management
California
$272K – – –
S
914
SignatureFD
Georgia
$271K +$30.4K +147 +14%
CII
915
Capital International Inc
California
$270K +$247K +1,194 New
LCM
916
LVM Capital Management
Michigan
$268K – – –
CA
917
Cetera Advisors
Colorado
$267K +$8.49K +41 +4%
YIA
918
YHB Investment Advisors
Connecticut
$266K -$414 -2 -0.2%
CAM
919
Carret Asset Management
New York
$265K – – –
O
920
Ossiam
France
$264K +$241K +1,165 New
MMA
921
Miracle Mile Advisors
California
$263K – – –
ANTB
922
AMG National Trust Bank
Colorado
$263K +$240K +1,160 New
TH
923
TCTC Holdings
Texas
$260K – – –
WAM
924
Wealthspire Advisors (Maryland)
Maryland
$259K +$20.9K +101 +10%
CCMG
925
Clark Capital Management Group
Pennsylvania
$258K -$97.7K -472 -29%
35 36
37
38 39