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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1051
Partnership Wealth Management
Maryland
$516K – – –
RWP
1052
Revolve Wealth Partners
New Jersey
$512K -$13.7K -54 -3%
BWP
1053
Barlow Wealth Partners
Kentucky
$508K – – –
CA
1054
Continuum Advisory
Idaho
$507K +$7.1K +28 +1%
DWM
1055
Defined Wealth Management
Oregon
$507K +$1.27K +5 +0.3%
WA
1056
WBH Advisory
Maryland
$505K -$29.7K -117 -6%
SFFS
1057
Stonehage Fleming Financial Services
Jersey
$503K +$495K +1,951 New
LFAS
1058
Level Four Advisory Services
Texas
$502K -$927K -3,653 -65%
SFI
1059
SPC Financial Inc
Maryland
$502K -$3.3K -13 -0.7%
GFP
1060
Gryphon Financial Partners
Ohio
$501K -$20.5K -81 -4%
NRS
1061
Neville Rodie & Shaw
New York
$498K +$14K +55 +3%
WA
1062
Win Advisors
Florida
$498K +$489K +1,928 New
CFA
1063
Cahill Financial Advisors
Minnesota
$496K -$2.79K -11 -0.6%
LFA
1064
Legacy Financial Advisors
Kentucky
$491K +$37.5K +148 +8%
SAM
1065
Sequent Asset Management
Texas
$491K +$482K +1,902 New
MIM
1066
Morningstar Investment Management
Illinois
$490K -$36K -142 -7%
I
1067
InceptionR
California
$489K -$394K -1,553 -45%
NHC
1068
Nicholas Hoffman & Company
Georgia
$489K +$28.9K +114 +6%
EWM
1069
EPG Wealth Management
Georgia
$488K -$470K -1,854 Closed
FFM
1070
Fullerton Fund Management
Singapore
$488K +$87.3K +344 +22%
LSAG
1071
Lake Street Advisors Group
New Hampshire
$488K -$31.7K -125 -6%
FFM
1072
Forum Financial Management
Illinois
$487K – – –
SPL
1073
Smart Portfolios LLC
Washington
$487K +$47.7K +188 +11%
AFM
1074
Abbot Financial Management
Massachusetts
$484K – – –
SPWG
1075
Sage Private Wealth Group
Illinois
$484K +$121K +479 +34%
41 42
43
44 45