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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1001
Legacy Private Trust
Wisconsin
$620K +$56.4K +200 +11%
MCM
1002
Magnolia Capital Management
New York
$620K +$2.82K +10 +0.5%
CH
1003
Canton Hathaway
Rhode Island
$617K – – –
CRC
1004
Curi RMB Capital
Illinois
$617K +$268K +952 +91%
MWP
1005
Moller Wealth Partners
$617K – – –
GPI
1006
General Partner Inc
Pennsylvania
$617K +$564K +2,000 New
HI
1007
Hudock Inc
Pennsylvania
$612K -$45.1K -160 -7%
SEEDPG
1008
S.E.E.D. Planning Group
New York
$611K -$55.2K -196 -9%
BTI
1009
Blue Trust Inc
Georgia
$611K +$419K +1,487 +131%
DU
1010
Delphia (USA)
Ontario, Canada
$600K +$277K +982 +102%
MFA
1011
Mayflower Financial Advisors
Massachusetts
$599K +$210K +747 +62%
TWM
1012
Thrive Wealth Management
Pennsylvania
$594K -$1.41K -5 -0.3%
NRS
1013
Neville Rodie & Shaw
New York
$593K – – –
DI
1014
DAGCO Inc
Ohio
$589K -$61.7K -219 -10%
CFFP
1015
Center for Financial Planning
Michigan
$585K +$44.8K +159 +9%
PCS
1016
Personal CFO Solutions
New Jersey
$583K +$44.8K +159 +9%
DSC
1017
Duncker Streett & Co
Missouri
$582K – – –
BFA
1018
Beaumont Financial Advisors
Massachusetts
$579K +$60.6K +215 +13%
JWM
1019
Jeppson Wealth Management
California
$577K +$40K +142 +8%
ETH
1020
Exos TFP Holdings
New York
$571K -$38K -135 -7%
P
1021
Pitcairn
Pennsylvania
$568K -$7.89K -28 -1%
FANJ
1022
Financial Architects (New Jersey)
New Jersey
$568K -$3.66K -13 -0.7%
LNC
1023
Lincoln National Corp
Pennsylvania
$566K +$110K +392 +27%
CI
1024
Conning Inc
Connecticut
$562K -$845 -3 -0.2%
EHC
1025
Everett Harris & Co
California
$558K -$50.2K -178 -9%
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