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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
976
Brendel Financial Advisors
New Hampshire
$484K – – –
ITIM
977
Indiana Trust & Investment Management
Indiana
$482K – – –
DSC
978
Duncker Streett & Co
Missouri
$480K – – –
EWA
979
EP Wealth Advisors
California
$475K +$49.1K +191 +11%
HWMG
980
Hurlow Wealth Management Group
Indiana
$469K – – –
FMAEN1
981
Fund Management at Engine No 1
California
$469K +$483K +1,878 New
TW
982
TrinityPoint Wealth
Connecticut
$463K +$15.9K +62 +3%
PL
983
Plancorp LLC
Missouri
$462K -$2.06K -8 -0.4%
CFMC
984
Curbstone Financial Management Corp
New Hampshire
$461K – – –
PT
985
Plimoth Trust
Massachusetts
$460K -$8.99K -35 -2%
ADL
986
Asset Dedication LLC
California
$455K -$45.7K -178 -9%
CWP
987
Concord Wealth Partners
Virginia
$453K +$170K +662 +58%
DIP
988
DT Investment Partners
Pennsylvania
$452K +$80.2K +312 +21%
PWS
989
Peterson Wealth Services
Utah
$452K +$120K +466 +35%
APW
990
Acima Private Wealth
Virginia
$450K – – –
WIA
991
Westbourne Investment Advisors
Maryland
$450K – – –
MGIA
992
Moneta Group Investment Advisors
Missouri
$450K +$15.2K +59 +3%
BOTW
993
Bank of the West
California
$449K -$27.5K -107 -6%
WTB
994
Washington Trust Bank
Washington
$443K -$40.1K -156 -8%
AP
995
Appleton Partners
Massachusetts
$442K -$79.7K -310 -15%
SC
996
SouthState Corp
Florida
$438K +$165K +644 +58%
NHC
997
Nicholas Hoffman & Company
Georgia
$436K +$37.5K +146 +9%
BB
998
Berkshire Bank
Massachusetts
$434K +$51.4K +200 +13%
CHAM
999
Clear Harbor Asset Management
Connecticut
$433K -$3.85K -15 -0.9%
WI
1000
Wintrust Investments
Illinois
$433K +$445K +1,731 New
38 39
40
41 42