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Air Products & Chemicals
APD

Name Holding Trade Value Shares
Change 		Change in
Stake
BM
1376
Belfer Management
New York
$243K – – –
TCM
1377
Twin Capital Management
Pennsylvania
$242K +$241K +827 New
DWM
1378
Dakota Wealth Management
Florida
$241K +$873 +3 +0.4%
PWA
1379
Prairie Wealth Advisors
Nebraska
$241K – – –
MW
1380
MBL Wealth
North Carolina
$240K +$238K +818 New
KFC
1381
Klingenstein Fields & Co
New York
$239K – – –
MFA
1382
Mayflower Financial Advisors
Massachusetts
$237K +$236K +810 New
AL
1383
Aspiriant LLC
California
$237K +$21.5K +74 +10%
OPWM
1384
Oregon Pacific Wealth Management
Oregon
$237K -$8.43K -29 -3%
CCFCSB
1385
Cape Cod Five Cents Savings Bank
Massachusetts
$237K +$235K +808 New
TAFW
1386
Tred Avon Family Wealth
Maryland
$237K -$7.27K -25 -3%
CBTWT
1387
Community Bank & Trust (Waco, Texas)
Texas
$235K – – –
LI
1388
LMCG Investments
Massachusetts
$235K -$582 -2 -0.2%
MEAC
1389
M.E. Allison & Co
Texas
$235K -$1.16K -4 -0.5%
BWCS
1390
Beirne Wealth Consulting Services
Connecticut
$235K – – –
CPCM
1391
Cardinal Point Capital Management
Ontario, Canada
$235K – – –
DCM
1392
Dudley Capital Management
Virginia
$235K – – –
WI
1393
Westbourne Investments
Virginia
$235K +$233K +800 New
ISWM
1394
Independent Solutions Wealth Management
New York
$234K -$120K -411 -34%
LOWM
1395
Laurel Oak Wealth Management
New Jersey
$234K +$1.75K +6 +0.8%
IAS
1396
Investment Advisory Services
Texas
$233K – – –
NG
1397
Novem Group
New York
$233K +$231K +795 New
KCP
1398
Kera Capital Partners
California
$232K +$230K +790 New
CAG
1399
Csenge Advisory Group
Florida
$231K -$4.36K -15 -2%
CYG
1400
Clean Yield Group
Vermont
$231K – – –
54 55
56
57 58