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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
326
Haverford Trust Company
Pennsylvania
$335K -$834 -22 -0.2%
CDH
327
Charles D. Hyman
$331K -$2.84K -75 -0.8%
PA
328
Procyon Advisors
Connecticut
$327K +$95.8K +2,528 +37%
AAS
329
Avantax Advisory Services
Texas
$320K +$42.5K +1,122 +14%
SPA
330
Sherbrooke Park Advisers
New York
$320K +$349K +9,200 New
MF
331
Magnetar Financial
Illinois
$315K +$344K +9,069 New
LA
332
Lindenwold Advisors
Pennsylvania
$311K -$6.82K -180 -2%
BCV
333
Banque Cantonale Vaudoise
Switzerland
$310K – – –
TC
334
Trilogy Capital
California
$307K +$57.7K +1,523 +21%
BWA
335
BDO Wealth Advisors
Florida
$302K -$34.1K -899 -9%
SOW
336
State of Wyoming
Wyoming
$292K +$214K +5,643 +205%
CTA
337
Chesley Taft & Associates
Illinois
$288K – – –
GAM
338
Grandview Asset Management
Pennsylvania
$286K -$9.25K -244 -3%
API
339
Advisor Partners II
California
$285K +$11.3K +298 +4%
VIA
340
Vident Investment Advisory
Georgia
$284K +$3.98K +105 +1%
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$282K – – –
VFG
342
V2 Financial group
Illinois
$279K – – –
TCM
343
Teza Capital Management
Illinois
$278K +$303K +7,989 New
AC
344
AXQ Capital
New Jersey
$277K +$302K +7,973 New
FMWA
345
Forvis Mazars Wealth Advisors
Missouri
$269K – – –
WSFS
346
Wilmington Savings Fund Society
Delaware
$265K – – –
BCA
347
Bay Colony Advisors
Massachusetts
$263K -$7.09K -187 -2%
PA
348
Profund Advisors
Maryland
$261K -$336K -8,869 -54%
SPC
349
Sigma Planning Corp
Michigan
$261K +$285K +7,507 New
CW
350
Connectus Wealth
Ohio
$261K – – –
12 13
14
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