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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$5.72K +$5.6K +233 New
BCM
402
Blume Capital Management
California
$5.47K – – –
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.36K – – –
GJIA
404
Glass Jacobson Investment Advisors
Maryland
$5.25K – – –
GWSG
405
GPS Wealth Strategies Group
Colorado
$5.15K – – –
CPBTD
406
Central Pacific Bank - Trust Division
Hawaii
$4.83K +$4.83K +201 New
BIA
407
Bell Investment Advisors
California
$4.29K +$985 +41 +31%
PFC
408
Phocas Financial Corp
California
$4.15K -$108K -4,503 -3%
PWMG
409
Prestige Wealth Management Group
New Jersey
$4.06K – – –
BCWM
410
Bartlett & Co Wealth Management
Ohio
$4.06K -$1.9K -79 -33%
S
411
Sachetta
Massachusetts
$4.01K – – –
MG
412
Mather Group
Illinois
$4.01K +$3.92K +163 New
VWM
413
Venturi Wealth Management
Texas
$4K +$672 +28 +21%
GWMI
414
Guardian Wealth Management (Illinois)
Illinois
$3.7K – – –
PFBT
415
Parkside Financial Bank & Trust
Missouri
$3.66K -$3.7K -154 -51%
HI
416
Harbour Investments
Wisconsin
$3.41K – – –
NSIM
417
North Star Investment Management
Illinois
$3.19K -$8.31K -346 -73%
HT
418
Headlands Technologies
Illinois
$2.9K -$195K -8,130 -99%
PTC
419
Private Trust Company
Ohio
$2.48K +$1.25K +52 +106%
ME
420
McIlrath & Eck
Washington
$2.45K – – –
RWPA
421
Richard W. Paul & Associates
Michigan
$2.45K – – –
AAG
422
Armstrong Advisory Group
Massachusetts
$2.39K – – –
FCA
423
FinTrust Capital Advisors
South Carolina
$2.21K -$4.18K -174 -66%
PWMG
424
Private Wealth Management Group
New Jersey
$2.11K – – –
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$2.09K – – –
15 16
17
18 19