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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
Magnolia Capital Management
New York
$598K – – –
BSHC
1027
Breed's Hill Capital
Massachusetts
$595K – – –
PWM
1028
Partnership Wealth Management
Maryland
$595K – – –
RWP
1029
Revolve Wealth Partners
New Jersey
$595K +$4.65K +17 +0.9%
LSAG
1030
Lake Street Advisors Group
New Hampshire
$595K +$29K +106 +6%
VCA
1031
Verdence Capital Advisors
Maryland
$591K +$60.7K +222 +13%
CPWA
1032
Cerro Pacific Wealth Advisors
California
$589K – – –
DWM
1033
Defined Wealth Management
Oregon
$588K +$3.01K +11 +0.6%
CCM
1034
Chiron Capital Management
Florida
$580K +$67.5K +247 +15%
LFAS
1035
Level Four Advisory Services
Texas
$577K -$24.1K -88 -5%
BB
1036
Berkshire Bank
Massachusetts
$576K +$30.1K +110 +6%
BC
1037
Burney Company
Virginia
$576K +$529K +1,934 New
NRS
1038
Neville Rodie & Shaw
New York
$575K – – –
SFI
1039
SPC Financial Inc
Maryland
$573K -$4.92K -18 -0.9%
CFA
1040
Cahill Financial Advisors
Minnesota
$572K – – –
NHC
1041
Nicholas Hoffman & Company
Georgia
$570K +$4.92K +18 +0.9%
SPL
1042
Smart Portfolios LLC
Washington
$568K +$5.47K +20 +1%
WA
1043
WBH Advisory
Maryland
$567K -$13.4K -49 -3%
SAM
1044
Sequent Asset Management
Texas
$566K – – –
FA
1045
Faithward Advisors
Pennsylvania
$565K -$52.8K -193 -9%
HA
1046
Harfst & Associates
Wyoming
$563K -$331K -1,212 -39%
PSP
1047
Principal Street Partners
Tennessee
$563K +$292K +1,068 +96%
OKSA
1048
O'Keefe Stevens Advisory
New York
$562K +$144K +528 +39%
MGIA
1049
Moneta Group Investment Advisors
Missouri
$560K +$8.48K +31 +2%
WCM
1050
Windward Capital Management
California
$559K +$136K +498 +36%
40 41
42
43 44