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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
501
Haverford Trust Company
Pennsylvania
– -$224K -4,950 Closed
ACP
502
Arcus Capital Partners
Georgia
– -$213K -4,713 Closed
RFN
503
RDA Financial Network
Iowa
– -$200K -4,708 Closed
BMC
504
Beaton Management Company
Massachusetts
– -$203K -4,500 Closed
CAN
505
Cetera Advisor Networks
California
– -$204K -4,489 Closed
ISL
506
Ingalls & Snyder LLC
New York
– -$202K -4,470 Closed
TWP
507
TFO Wealth Partners
Ohio
– -$152K -3,385 Closed
PG
508
Pendal Group
Australia
– -$88.8K -1,967 Closed
PCA
509
Peddock Capital Advisors
Massachusetts
– -$75K -1,654 Closed
CFFP
510
Center for Financial Planning
Michigan
– -$71K -1,563 Closed
EWP
511
Engrave Wealth Partners
Texas
– -$42K -934 Closed
TA
512
TFG Advisers
Michigan
– -$35K -787 Closed
BUB
513
BBVA USA Bancshares
Texas
– -$21K -459 Closed
MCM
514
McMillion Capital Management
North Carolina
– -$20K -440 Closed
FIB
515
First Interstate Bank
Montana
– -$20K -433 Closed
CAL
516
Capital Advisors Ltd
Ohio
– -$18K -399 Closed
AIL
517
AGF Investments LLC
Ontario, Canada
– -$17K -376 Closed
FIA
518
FNY Investment Advisers
New York
– -$16K -364 Closed
EW
519
Evoke Wealth
California
– -$13.3K -292 Closed
THWM
520
Taylor Hoffman Wealth Management
Virginia
– -$12K -268 Closed
CHC
521
City Holding Co
West Virginia
– -$12K -260 Closed
AWMS
522
Advocacy Wealth Management Services
Georgia
– -$10K -216 Closed
RIA
523
Realta Investment Advisors
Delaware
– -$8K -191 Closed
TCWM
524
Total Clarity Wealth Management
Illinois
– -$9K -191 Closed
MA
525
MUFG Americas
New York
– -$8K -180 Closed
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