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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
501
CX Institutional
Indiana
$32K +$353 +10 +1%
AS
502
Altshuler Shaham
Israel
$31.8K +$1.49K +42 +5%
EF
503
Entrust Financial
Pennsylvania
$31.6K – – –
LI
504
LRI Investments
Florida
$30.8K +$3.75K +106 +13%
GSWM
505
Golden State Wealth Management
California
$29.5K -$14.3K -404 -32%
MCM
506
Manchester Capital Management
Vermont
$28.3K – – –
IAIM
507
International Assets Investment Management
Florida
$27.6K +$12.2K +346 +76%
CCWM
508
Cassaday & Co Wealth Management
Virginia
$27.2K – – –
CT
509
Caldwell Trust
Florida
$25.6K – – –
HWA
510
Heritage Wealth Advisors
Virginia
$24.9K – – –
PTC
511
Private Trust Company
Ohio
$24.1K – – –
BWL
512
Bogart Wealth LLC
Virginia
$23.2K -$1.49K -42 -6%
AF
513
Alerus Financial
North Dakota
$22.3K – – –
ADL
514
Asset Dedication LLC
California
$22.2K – – –
ABWM
515
Alpine Bank Wealth Management
Colorado
$21.7K +$22.2K +628 New
MBFW
516
Morton Brown Family Wealth
Pennsylvania
$21.7K – – –
SWP
517
Strategic Wealth Partners
Ohio
$21.6K – – –
WT
518
Whittier Trust
California
$21K – – –
UCB
519
United Community Bank
South Carolina
$20.6K – – –
WBWA
520
William B. Walkup & Associates
South Carolina
$19.3K +$19.8K +560 New
FGA
521
Fortis Group Advisors
New Jersey
$17.8K – – –
MG
522
Mather Group
Illinois
$17.4K -$7.49K -212 -30%
ECA
523
Elevated Capital Advisors
Utah
$17.3K -$5.69K -161 -24%
C
524
Covestor
United Kingdom
$17K -$1.34K -38 -7%
CT
525
Clearstead Trust
Maine
$14.8K +$2.76K +78 +22%
19 20
21
22 23