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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
T
426
TOBAM
France
$44K – – –
CT
427
Caldwell Trust
Florida
$43.2K – – –
CG
428
Cutler Group
California
$43K +$9K +200 +27%
DA
429
Denali Advisors
California
$43K +$38.1K +847 +996%
HI
430
Hudock Inc
Pennsylvania
$41K -$2.48K -55 -6%
NSB
431
Norway Savings Bank
Maine
$40K – – –
HWA
432
Heritage Wealth Advisors
Virginia
$33.3K – – –
SIAP
433
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K – – –
CCC
434
Crescent Capital Consulting
Louisiana
$31K -$1.53K -34 -5%
BMD
435
Better Money Decisions
New Mexico
$31K +$30.1K +669 New
SWM
436
Spire Wealth Management
Virginia
$30K -$284K -6,319 -91%
ADL
437
Asset Dedication LLC
California
$30K – – –
WT
438
Whittier Trust
California
$28K -$39.1K -868 -59%
ST
439
Sageworth Trust
Pennsylvania
$27K +$25.9K +575 New
BCA
440
Berman Capital Advisors
Georgia
$26K +$45 +1 +0.2%
RDWM
441
Red Door Wealth Management
Tennessee
$26K +$25.7K +571 New
RMC
442
Resources Management Corp
Connecticut
$23K – – –
CFA
443
Carroll Financial Associates
North Carolina
$22K – – –
NSIM
444
North Star Investment Management
Illinois
$22K – – –
ST
445
Smithfield Trust
Pennsylvania
$22K – – –
PCG
446
Private Capital Group
Connecticut
$22K +$18.9K +421 +679%
H
447
Hexavest
Quebec, Canada
$21K -$8.55K -190 -30%
FFG
448
Ford Financial Group
California
$21K +$21.1K +470 New
BFG
449
Baron Financial Group
New Jersey
$20.8K – – –
KPCM
450
Kings Point Capital Management
New York
$20K – – –
16 17
18
19 20