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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
ED
1151
Exane Derivatives
France
$271K +$275K +937 New
BCM
1152
Brown Capital Management
Maryland
$270K – – –
PI
1153
Putnam Investments
Massachusetts
$270K – – –
IP
1154
Investment Partners
Ohio
$270K +$1.47K +5 +0.5%
BHBT
1155
Burke & Herbert Bank & Trust
Virginia
$268K +$4.11K +14 +2%
PCS
1156
Personal CFO Solutions
New Jersey
$266K +$37K +126 +16%
EH
1157
Equitable Holdings
New York
$263K +$269K +915 New
SS
1158
Simplicity Solutions
Minnesota
$263K +$269K +915 New
1WA
1159
180 Wealth Advisors
Washington
$262K -$1.47K -5 -0.5%
SAM
1160
Strategy Asset Managers
California
$262K +$28.8K +98 +12%
CRC
1161
Curi RMB Capital
Illinois
$262K +$39.9K +136 +18%
IIC
1162
Ironwood Investment Counsel
Arizona
$260K +$22.9K +78 +9%
CAM
1163
Columbia Asset Management
Michigan
$256K -$10.3K -35 -4%
WFI
1164
West Family Investments
California
$256K +$262K +891 New
EGA
1165
E&G Advisors
Texas
$253K -$258K -880 Closed
SFG
1166
SNS Financial Group
Minnesota
$251K +$2.06K +7 +0.8%
ATC
1167
Adirondack Trust Company
New York
$250K +$881 +3 +0.3%
CCT
1168
Country Club Trust
Missouri
$249K – – –
EP
1169
Eudaimonia Partners
Tennessee
$249K +$4.7K +16 +2%
BCM
1170
BTR Capital Management
California
$248K -$22K -75 -8%
RCAG
1171
Rehmann Capital Advisory Group
Michigan
$248K +$1.17K +4 +0.5%
AIP
1172
Almanack Investment Partners
Pennsylvania
$247K -$32.9K -112 -12%
CST
1173
Charles Schwab Trust
Nevada
$246K – – –
OPOWM
1174
One Plus One Wealth Management
Florida
$245K – – –
CAL
1175
Capital Advisors Ltd
Ohio
$243K +$150K +510 +152%
45 46
47
48 49