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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
526
Elequin Capital
New York
$20.8K +$19.7K +557 New
VCM
527
Versant Capital Management
Arizona
$20.1K +$1.42K +40 +8%
FGA
528
Fortis Group Advisors
New Jersey
$19.3K – – –
OP
529
ORG Partners
Indiana
$18.7K +$17.7K +500 New
BF
530
BOK Financial
Oklahoma
$18.5K – – –
TWD
531
True Wealth Design
Ohio
$17.7K -$142 -4 -0.8%
TCOV
532
Trust Company of Vermont
Vermont
$17.2K +$16.3K +459 New
MA
533
MCF Advisors
Kentucky
$14.2K – – –
RF
534
Rossby Financial
Florida
$14.2K +$13.4K +379 New
FIA
535
FNY Investment Advisers
New York
$14K – – –
PWMG
536
Private Wealth Management Group
New Jersey
$13.7K – – –
NSIM
537
North Star Investment Management
Illinois
$13.7K +$2.66K +75 +26%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$13.3K +$5.03K +142 +67%
CT
539
Clearstead Trust
Maine
$13.1K – – –
EP
540
Essential Partners
California
$12.7K – – –
ECM
541
Estabrook Capital Management
New York
$12.1K – – –
FMP
542
Financial Management Professionals
Texas
$11.9K – – –
IAIM
543
International Assets Investment Management
Florida
$11.4K +$10.8K +304 New
JFA
544
JNBA Financial Advisors
Minnesota
$11K +$992 +28 +11%
SGK
545
Steigerwald Gordon & Koch
Virginia
$9.52K – – –
OAJ
546
Ogorek Anthony Joseph
New York
$9K -$1.74K -49 -17%
TCM
547
Triumph Capital Management
Colorado
$7.6K +$7.19K +203 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$7.3K +$354 +10 +5%
AA
549
Addison Advisors
Vermont
$7.22K +$2.76K +78 +68%
HNW
550
High Note Wealth
Minnesota
$7.11K – – –
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