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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
926
Beach Investment Counsel
Pennsylvania
$365K – – –
CA
927
Centerpoint Advisors
Massachusetts
$365K – – –
RWM
928
Ritholtz Wealth Management
New York
$365K – – –
ADL
929
Asset Dedication LLC
California
$364K +$80.4K +352 +30%
TIA
930
Tiemann Investment Advisors
California
$363K +$343K +1,501 New
SWP
931
Summit Wealth Partners
Florida
$362K – – –
AIMCA
932
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$362K -$1.94M -8,500 -85%
RP
933
Rowlandmiller & Partners
Georgia
$362K – – –
WA
934
Wealth Architects
California
$361K +$34.2K +150 +11%
GFPC
935
Global Financial Private Capital
Florida
$360K -$57.5K -252 -15%
IBOK
936
Independence Bank of Kentucky
Kentucky
$360K +$52.5K +230 +18%
ET
937
Equitable Trust
Tennessee
$359K – – –
GC
938
Gilbert & Cook
Iowa
$359K +$28.8K +126 +9%
DAM
939
Doheny Asset Management
California
$357K -$114K -500 -25%
AWE
940
Avidian Wealth Enterprises
Texas
$356K -$47K -206 -12%
BB
941
Busey Bank
Illinois
$356K -$30.1K -132 -8%
VWM
942
Valley Wealth Managers
New Jersey
$356K -$12.6K -55 -4%
MCM
943
Manchester Capital Management
Vermont
$354K – – –
ISL
944
Ingalls & Snyder LLC
New York
$352K -$68.5K -300 -17%
EF
945
Empirical Finance
Pennsylvania
$350K +$40.9K +179 +14%
GG
946
Gofen & Glossberg
Illinois
$349K +$43.8K +192 +15%
OWA
947
Outlook Wealth Advisors
Texas
$347K +$14.6K +64 +5%
RT
948
Rockland Trust
Massachusetts
$346K -$4.79K -21 -1%
SBIA
949
Sheaff Brock Investment Advisors
Indiana
$346K – – –
OC
950
Oakworth Capital
Alabama
$345K -$9.82K -43 -3%
36 37
38
39 40