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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
451
CSat Investment Advisory
Michigan
$20K +$3.7K +74 +23%
SBL
452
Sargent Bickham Lagudis
Colorado
$19K +$7.95K +159 +70%
JWA
453
JFS Wealth Advisors
Pennsylvania
$19K +$19.1K +382 New
WCG
454
Weaver Consulting Group
California
$18K – – –
FIA
455
FNY Investment Advisers
New York
$17K -$11.1K -223 -39%
CYG
456
Clean Yield Group
Vermont
$17K – – –
CFN
457
Cordasco Financial Network
Florida
$17K – – –
VCM
458
Versant Capital Management
Arizona
$16K -$200 -4 -1%
CB
459
CNB Bank
Pennsylvania
$16K +$15.9K +318 New
PCIA
460
Prime Capital Investment Advisors
Kansas
$16K +$15.9K +318 New
TCM
461
Tradewinds Capital Management
Washington
$16K +$15.9K +318 New
RFA
462
Reilly Financial Advisors
California
$15K -$57.2K -1,145 -79%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$15K +$12.7K +255 +481%
LF
464
Lee Financial
Texas
$15K +$15.1K +302 New
EW
465
Evoke Wealth
California
$14.7K +$14.6K +292 New
TCM
466
TD Capital Management
Tennessee
$14K +$14.3K +286 New
CHC
467
City Holding Co
West Virginia
$13K – – –
BAM
468
Barrett Asset Management
New York
$13K +$12.7K +255 New
THWM
469
Taylor Hoffman Wealth Management
Virginia
$13K +$13.4K +268 New
GEA
470
Glen Eagle Advisors
New Jersey
$11.3K – – –
AWMS
471
Advocacy Wealth Management Services
Georgia
$11K +$10.8K +216 New
BCM
472
Blume Capital Management
California
$11K +$11.1K +223 New
TAIM
473
TD Ameritrade Investment Management
Nebraska
$10K +$450 +9 +5%
DAM
474
Delta Asset Management
Tennessee
$10K +$9.54K +191 New
RIA
475
Realta Investment Advisors
Delaware
$10K +$9.54K +191 New
17 18
19
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