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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
901
Burney Company
Virginia
$792K +$197K +714 +35%
DWA
902
Douglass Winthrop Advisors
New York
$790K +$13.8K +50 +2%
SVWAG
903
Sound View Wealth Advisors Group
Georgia
$782K -$128K -464 -15%
BCV
904
Banque Cantonale Vaudoise
Switzerland
$781K +$585K +2,121 +375%
PCM
905
Palisade Capital Management
New Jersey
$780K – – –
HA
906
Herold Advisors
New York
$779K – – –
CB
907
CNB Bank
Pennsylvania
$778K – – –
BLC
908
Brown, Lisle/Cummings
Rhode Island
$772K – – –
TIM
909
Tevis Investment Management
Texas
$765K +$74.2K +269 +11%
ACS
910
Archford Capital Strategies
Illinois
$764K -$29K -105 -4%
TWP
911
Triad Wealth Partners
Kansas
$763K -$23.4K -85 -3%
FCH
912
Freestone Capital Holdings
Washington
$762K +$723K +2,624 New
PTFIS
913
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$762K – – –
CWM
914
Cornerstone Wealth Management
Missouri
$759K -$22.1K -80 -3%
OIS
915
Okabena Investment Services
Minnesota
$756K +$717K +2,601 New
AFAS
916
Acorn Financial Advisory Services
Virginia
$754K -$3.58K -13 -0.5%
IIM
917
Ipswich Investment Management
Massachusetts
$751K -$6.34K -23 -0.9%
EWA
918
Exencial Wealth Advisors
Oklahoma
$746K +$13K +47 +2%
EIM
919
Essex Investment Management
Massachusetts
$746K -$266K -966 -27%
BWAM
920
Boyd Watterson Asset Management
Ohio
$744K -$19K -69 -3%
GC
921
Grimes & Company
Massachusetts
$741K +$1.1K +4 +0.2%
FAM
922
Formidable Asset Management
Ohio
$738K -$195K -709 -19%
RMP
923
Richards, Merrill & Peterson
Washington
$737K -$225K -815 -24%
KWM
924
Kiker Wealth Management
Georgia
$735K +$697K +2,529 New
BMCM
925
Bryn Mawr Capital Management
Pennsylvania
$734K -$41.1K -149 -6%
35 36
37
38 39