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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
926
Clarius Group LLC
Washington
$553K +$38.9K +138 +7%
OFS
927
Orrstown Financial Services
Pennsylvania
$551K +$569K +2,019 New
PSP
928
Principal Street Partners
Tennessee
$550K +$567K +2,013 New
PMG
929
ProVise Management Group
Florida
$548K +$11.8K +42 +2%
ITIM
930
Indiana Trust & Investment Management
Indiana
$547K -$243K -863 -30%
SCA
931
Stonebridge Capital Advisors
Minnesota
$546K -$4.51K -16 -0.8%
CH
932
Canton Hathaway
Rhode Island
$546K – – –
MWP
933
Moller Wealth Partners
$546K – – –
RIL
934
Rothschild Investment LLC
Illinois
$546K – – –
JWM
935
Jupiter Wealth Management
Colorado
$546K +$563K +2,000 New
VCM
936
Violich Capital Management
California
$546K +$563K +2,000 New
CC
937
Courier Capital
New York
$545K – – –
FBFS
938
First Business Financial Services
Wisconsin
$540K -$21.1K -75 -4%
WP
939
WealthShield Partners
North Carolina
$538K +$85K +302 +18%
SLWA
940
San Luis Wealth Advisors
California
$538K +$555K +1,970 New
JDR
941
Jay D. Rosenbaum
$535K -$38K -135 -6%
CCA
942
Checchi Capital Advisers
California
$533K -$13.2K -47 -2%
BOH
943
Bank of Hawaii
Hawaii
$532K -$438K -1,557 -44%
CIA
944
Choate Investment Advisors
Massachusetts
$529K -$7.88K -28 -1%
AAS
945
Avantax Advisory Services
Texas
$527K -$1.05M -3,735 -66%
CASB
946
Cape Ann Savings Bank
Massachusetts
$527K +$544K +1,930 New
MAFM
947
Mid Atlantic Financial Management
Pennsylvania
$526K +$542K +1,926 New
BFA
948
Beaumont Financial Advisors
Massachusetts
$525K +$169K +600 +45%
ST
949
Smithfield Trust
Pennsylvania
$523K -$92.1K -327 -15%
4WM
950
44 Wealth Management
Oregon
$517K +$533K +1,894 New
36 37
38
39 40