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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$22.8K – – –
WT
502
Whittier Trust
California
$21.8K – – –
UCB
503
United Community Bank
South Carolina
$21.7K -$55.7K -1,480 -71%
TWD
504
True Wealth Design
Ohio
$20.4K +$3.27K +87 +18%
C
505
Covestor
United Kingdom
$20K -$6.77K -180 -25%
FGA
506
Fortis Group Advisors
New Jersey
$18.8K – – –
BC
507
Bayforest Capital
United Kingdom
$17.7K -$9.82K -261 -35%
RF
508
Rossby Financial
Florida
$16.8K +$3.24K +86 +23%
IAIM
509
International Assets Investment Management
Florida
$16.5K +$5.79K +154 +51%
PFBT
510
Parkside Financial Bank & Trust
Missouri
$14.6K +$1.77K +47 +13%
OCWP
511
Owl Creek Wealth Partners
Colorado
$14K +$14.5K +385 New
FIA
512
FNY Investment Advisers
New York
$14K – – –
MA
513
MCF Advisors
Kentucky
$13.8K – – –
PWMG
514
Private Wealth Management Group
New Jersey
$13.4K – – –
NSIM
515
North Star Investment Management
Illinois
$13.3K – – –
CT
516
Clearstead Trust
Maine
$12.8K – – –
EP
517
Essential Partners
California
$12.4K – – –
AA
518
Addison Advisors
Vermont
$11.9K +$5K +133 +69%
ECM
519
Estabrook Capital Management
New York
$11.7K – – –
FMP
520
Financial Management Professionals
Texas
$11.7K +$113 +3 +1%
IAAG
521
Innovative Asset Advisors Group
Connecticut
$10.9K +$11.1K +296 New
JFA
522
JNBA Financial Advisors
Minnesota
$10.7K – – –
SGK
523
Steigerwald Gordon & Koch
Virginia
$9.26K – – –
CFO
524
CVA Family Office
Colorado
$9.18K +$8.65K +230 +1,045%
HWP
525
Highline Wealth Partners
California
$8.34K +$7.49K +199 +663%
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