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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1226
Burke & Herbert Bank & Trust
Virginia
$224K – – –
MWPCG
1227
Measured Wealth Private Client Group
New Hampshire
$223K +$225K +927 New
BCM
1228
BTC Capital Management
Iowa
$222K – – –
WP
1229
WealthSource Partners
California
$222K +$486 +2 +0.2%
AAP
1230
Arax Advisory Partners
Colorado
$221K +$10.9K +45 +5%
PPWM
1231
Paragon Private Wealth Management
Kentucky
$221K +$223K +919 New
DCM
1232
Dupont Capital Management
Delaware
$219K -$35.5K -146 -14%
HH
1233
Hilltop Holdings
Texas
$218K -$2.92K -12 -1%
PI
1234
Putnam Investments
Massachusetts
$217K -$1.7K -7 -0.8%
FNBSF
1235
First National Bank Sioux Falls
South Dakota
$217K – – –
IC
1236
Intersect Capital
California
$216K -$503K -2,070 -70%
IFO
1237
Independent Family Office
New York
$215K +$217K +893 New
EP
1238
Eudaimonia Partners
Tennessee
$214K +$4.38K +18 +2%
SWA
1239
SFMG Wealth Advisors
Texas
$214K +$216K +890 New
NPT
1240
Nixon Peabody Trust
Massachusetts
$213K – – –
FWM
1241
Frontier Wealth Management
Missouri
$213K +$6.32K +26 +3%
MW
1242
Marcum Wealth
Ohio
$213K +$215K +884 New
9WM
1243
9258 Wealth Management
Ohio
$213K +$215K +886 New
KFGK
1244
Keystone Financial Group (Kentucky)
Kentucky
$212K – – –
WP
1245
WMS Partners
Maryland
$212K +$214K +881 New
MCM
1246
Maple Capital Management
Vermont
$211K -$33.3K -137 -14%
ATC
1247
Adirondack Trust Company
New York
$211K +$48.6K +200 +29%
WPC
1248
White Pine Capital
Minnesota
$210K -$12.2K -50 -5%
AF
1249
Advisornet Financial
Minnesota
$208K -$64.4K -265 -23%
BIP
1250
Bouvel Investment Partners
Pennsylvania
$208K – – –
48 49
50
51 52