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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
926
Pathstone Family Office
New Jersey
$257K +$182K +879 +342%
EPA
927
Element Pointe Advisors
Florida
$253K – – –
BHBT
928
Burke & Herbert Bank & Trust
Virginia
$253K +$828 +4 +0.4%
CSA
929
Cottage Street Advisors
Massachusetts
$249K -$20.7K -100 -8%
CC
930
Cedar Capital
Illinois
$249K -$14.5K -70 -6%
SP
931
Successful Portfolios
Florida
$249K – – –
CVA
932
Ceredex Value Advisors
Florida
$249K +$414 +2 +0.2%
WP
933
WealthSource Partners
California
$248K +$1.24K +6 +0.6%
LA
934
Lau Associates
Delaware
$247K – – –
JFGIW
935
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$246K -$8.28K -40 -4%
BCI
936
Brinker Capital Investments
Pennsylvania
$245K -$8.9K -43 -4%
PAS
937
Park Avenue Securities
New York
$245K +$224K +1,081 New
MRCM
938
M&R Capital Management
New Jersey
$244K – – –
MA
939
MANA Advisors
New York
$241K +$221K +1,066 New
DY
940
Dowling & Yahnke
California
$240K +$219K +1,059 New
BA
941
Boston Advisors
Massachusetts
$239K -$56.9K -275 -21%
SRCM
942
Swift Run Capital Management
Virginia
$239K – – –
TFF
943
The Family Firm
Maryland
$239K – – –
ARMC
944
American Research & Management Company
Massachusetts
$238K – – –
NGA
945
Naples Global Advisors
Florida
$237K -$5.17K -25 -2%
LCM
946
Liberty Capital Management
Michigan
$237K – – –
HAG
947
HighPoint Advisor Group
Illinois
$235K -$5.59K -27 -3%
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$234K +$214K +1,033 New
HH
949
Hilltop Holdings
Texas
$233K +$214K +1,032 New
BCM
950
Boltwood Capital Management
California
$232K -$60.2K -291 -22%
36 37
38
39 40