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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1151
White Pine Capital
Minnesota
$276K – – –
PCM
1152
Parsons Capital Management
Rhode Island
$274K – – –
ARMC
1153
American Research & Management Company
Massachusetts
$273K – – –
LA
1154
LexAurum Advisors
Kansas
$273K +$13.2K +45 +5%
IPW
1155
Inlet Private Wealth
Florida
$272K – – –
MWM
1156
Modera Wealth Management
New Jersey
$271K – – –
TFM
1157
TFC Financial Management
Massachusetts
$271K – – –
ED
1158
Exane Derivatives
France
$271K +$275K +937 New
BCM
1159
Brown Capital Management
Maryland
$270K – – –
PI
1160
Putnam Investments
Massachusetts
$270K – – –
IP
1161
Investment Partners
Ohio
$270K +$1.47K +5 +0.5%
BHBT
1162
Burke & Herbert Bank & Trust
Virginia
$268K +$4.11K +14 +2%
PCS
1163
Personal CFO Solutions
New Jersey
$266K +$37K +126 +16%
EH
1164
Equitable Holdings
New York
$263K +$269K +915 New
SS
1165
Simplicity Solutions
Minnesota
$263K +$269K +915 New
1WA
1166
180 Wealth Advisors
Washington
$262K -$1.47K -5 -0.5%
SAM
1167
Strategy Asset Managers
California
$262K +$28.8K +98 +12%
CRC
1168
Curi RMB Capital
Illinois
$262K +$39.9K +136 +18%
IIC
1169
Ironwood Investment Counsel
Arizona
$260K +$22.9K +78 +9%
CAM
1170
Columbia Asset Management
Michigan
$256K -$10.3K -35 -4%
WFI
1171
West Family Investments
California
$256K +$262K +891 New
EGA
1172
E&G Advisors
Texas
$253K -$258K -880 Closed
SFG
1173
SNS Financial Group
Minnesota
$251K +$2.06K +7 +0.8%
ATC
1174
Adirondack Trust Company
New York
$250K +$881 +3 +0.3%
CCT
1175
Country Club Trust
Missouri
$249K – – –
45 46
47
48 49