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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
501
Asset Dedication LLC
California
$23.4K – – –
MBFW
502
Morton Brown Family Wealth
Pennsylvania
$22.9K – – –
ECM
503
Estabrook Capital Management
New York
$22.7K – – –
FIA
504
FNY Investment Advisers
New York
$21K +$20.6K +600 New
GWM
505
Geneos Wealth Management
Colorado
$19.3K -$30.8K -896 -63%
FGA
506
Fortis Group Advisors
New Jersey
$18.8K – – –
AS
507
Altshuler Shaham
Israel
$18.1K -$5.74K -167 -25%
VCM
508
Versant Capital Management
Arizona
$18.1K -$894 -26 -5%
BF
509
BOK Financial
Oklahoma
$17.3K – – –
RA
510
Rise Advisors
New York
$17.3K – – –
TWD
511
True Wealth Design
Ohio
$17.3K +$103 +3 +0.6%
CA
512
Clearstead Advisors
Ohio
$16.4K +$14.9K +433 +2,547%
SWM
513
Spire Wealth Management
Virginia
$16.4K -$61.4K -1,785 -80%
SO
514
Sierra Ocean
California
$15.4K – – –
MA
515
MCF Advisors
Kentucky
$13.8K – – –
TCOT
516
Trust Company of Toledo
Ohio
$13.6K +$12.8K +373 New
MYIA
517
Mount Yale Investment Advisors
Colorado
$13.4K +$12.7K +369 New
PWMG
518
Private Wealth Management Group
New Jersey
$13.4K – – –
CT
519
Clearstead Trust
Maine
$12.8K – – –
EP
520
Essential Partners
California
$12.4K +$11.7K +340 New
BIA
521
Bell Investment Advisors
California
$11.7K +$5.81K +169 +112%
AWM
522
AllSquare Wealth Management
New York
$11.2K – – –
TWC
523
TD Waterhouse Canada
Ontario, Canada
$11.1K +$10.9K +318 New
OAJ
524
Ogorek Anthony Joseph
New York
$10K – – –
HWM
525
Hemington Wealth Management
Virginia
$10K +$3.54K +103 +58%
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