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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1201
Enhancing Capital
Pennsylvania
$250K – – –
NME
1202
Notis-McConarty Edward
$250K – – –
AI
1203
AXS Investments
New York
$250K +$23.6K +92 +10%
DWM
1204
Dorchester Wealth Management
Quebec, Canada
$250K +$206K +800 New
LFASL
1205
Lugano Financial Advisors SA (LFA)
Switzerland
$249K -$715K -2,783 -74%
JSC
1206
Jackson Square Capital
California
$249K +$256K +995 New
RWB
1207
RMR Wealth Builders
New Jersey
$249K +$256K +997 New
DCM
1208
Deuterium Capital Management
Florida
$248K – – –
ZIG
1209
Zullo Investment Group
Pennsylvania
$248K +$42.9K +167 +20%
EWM
1210
EPG Wealth Management
Georgia
$246K +$51.1K +199 +25%
CL
1211
CPWM LLC
Washington
$241K -$18.2K -71 -7%
FMWA
1212
Forvis Mazars Wealth Advisors
Missouri
$241K – – –
TC
1213
Titleist Capital
Texas
$241K +$514 +2 +0.2%
LGF
1214
LGT Group Foundation
Liechtenstein
$239K -$666K -2,592 -73%
EA
1215
Eudaimonia Advisors
Tennessee
$239K -$14.4K -56 -6%
BFPW
1216
BOK Financial Private Wealth
Colorado
$239K +$245K +955 New
IPW
1217
Inlet Private Wealth
Florida
$237K – – –
FDCDDQ
1218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K -$771 -3 -0.3%
RGC
1219
Roberts, Glore & Co
Illinois
$236K +$243K +946 New
ACM
1220
Aubrey Capital Management
United Kingdom
$235K +$238K +928 New
PA
1221
Pinnacle Associates
New York
$233K -$15.9K -62 -6%
BHBT
1222
Burke & Herbert Bank & Trust
Virginia
$233K – – –
MBTD
1223
Mechanics Bank - Trust Department
California
$233K – – –
VFA
1224
Valeo Financial Advisors
Indiana
$233K +$16.2K +63 +7%
SAM
1225
Strategy Asset Managers
California
$233K +$239K +932 New
47 48
49
50 51