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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
476
Stone House Investment Management
Pennsylvania
$25K +$2.83K +81 +12%
HNB
477
Huntington National Bank
Ohio
$24.7K +$2.59K +74 +11%
CT
478
Caldwell Trust
Florida
$24.6K – – –
PTC
479
Private Trust Company
Ohio
$24.2K -$1.4K -40 -5%
HWA
480
Heritage Wealth Advisors
Virginia
$23.9K – – –
BWL
481
Bogart Wealth LLC
Virginia
$23.3K +$559 +16 +2%
RFP
482
Root Financial Partners
California
$21.9K +$23K +659 New
AF
483
Alerus Financial
North Dakota
$21.5K – – –
ADL
484
Asset Dedication LLC
California
$21.4K – – –
MBFW
485
Morton Brown Family Wealth
Pennsylvania
$20.9K – – –
WT
486
Whittier Trust
California
$19.6K -$10.5K -299 -33%
AS
487
Altshuler Shaham
Israel
$19.4K +$3.01K +86 +17%
CIAM
488
Caitong International Asset Management
Hong Kong
$18K +$18.9K +540 New
FGA
489
Fortis Group Advisors
New Jersey
$17.1K – – –
VCM
490
Versant Capital Management
Arizona
$16.5K – – –
BF
491
BOK Financial
Oklahoma
$16.4K +$629 +18 +4%
TWD
492
True Wealth Design
Ohio
$15.9K +$140 +4 +0.8%
RA
493
Rise Advisors
New York
$15.8K – – –
ABWM
494
Alpine Bank Wealth Management
Colorado
$15.8K +$16.6K +475 New
FIA
495
FNY Investment Advisers
New York
$13K -$6.99K -200 -33%
MA
496
MCF Advisors
Kentucky
$12.6K – – –
VWWMG
497
Vermillion & White Wealth Management Group
Pennsylvania
$12.5K +$13.1K +375 New
TCOT
498
Trust Company of Toledo
Ohio
$12.4K – – –
PWMG
499
Private Wealth Management Group
New Jersey
$12.2K – – –
CT
500
Clearstead Trust
Maine
$11.7K – – –
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