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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
926
Walter & Keenan Wealth Management
Indiana
$366K +$346K +1,515 New
LW
927
Linscomb Wealth
Texas
$365K -$752K -3,296 -69%
BIC
928
Beach Investment Counsel
Pennsylvania
$365K – – –
CA
929
Centerpoint Advisors
Massachusetts
$365K – – –
RWM
930
Ritholtz Wealth Management
New York
$365K – – –
ADL
931
Asset Dedication LLC
California
$364K +$80.4K +352 +30%
TIA
932
Tiemann Investment Advisors
California
$363K +$343K +1,501 New
SWP
933
Summit Wealth Partners
Florida
$362K – – –
AIMCA
934
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$362K -$1.94M -8,500 -85%
RP
935
Rowlandmiller & Partners
Georgia
$362K – – –
WA
936
Wealth Architects
California
$361K +$34.2K +150 +11%
GFPC
937
Global Financial Private Capital
Florida
$360K -$57.5K -252 -15%
IBOK
938
Independence Bank of Kentucky
Kentucky
$360K +$52.5K +230 +18%
ET
939
Equitable Trust
Tennessee
$359K – – –
GC
940
Gilbert & Cook
Iowa
$359K +$28.8K +126 +9%
DAM
941
Doheny Asset Management
California
$357K -$114K -500 -25%
AWE
942
Avidian Wealth Enterprises
Texas
$356K -$47K -206 -12%
BB
943
Busey Bank
Illinois
$356K -$30.1K -132 -8%
VWM
944
Valley Wealth Managers
New Jersey
$356K -$12.6K -55 -4%
MCM
945
Manchester Capital Management
Vermont
$354K – – –
ISL
946
Ingalls & Snyder LLC
New York
$352K -$68.5K -300 -17%
EF
947
Empirical Finance
Pennsylvania
$350K +$40.9K +179 +14%
GG
948
Gofen & Glossberg
Illinois
$349K +$43.8K +192 +15%
OWA
949
Outlook Wealth Advisors
Texas
$347K +$14.6K +64 +5%
RT
950
Rockland Trust
Massachusetts
$346K -$4.79K -21 -1%
36 37
38
39 40