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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
551
Prestige Wealth Management Group
New Jersey
$6.11K +$247 +7 +4%
APFP
552
Action Point Financial Planning
Michigan
$6.04K +$6.26K +177 New
BCWM
553
Bartlett & Co Wealth Management
Ohio
$5.63K -$141 -4 -2%
WETS
554
Wealth Enhancement Trust Services
South Dakota
$5.59K +$5.73K +162 New
BIA
555
Bell Investment Advisors
California
$4.84K -$35 -1 -0.7%
AFC
556
Ares Financial Consulting
California
$4.73K – – –
HWP
557
Highline Wealth Partners
California
$4.63K -$3.36K -95 -41%
PP
558
Paladin Partners
Wisconsin
$4.49K – – –
AA
559
Addison Advisors
Vermont
$4.14K -$7.28K -206 -63%
CMA
560
Cedar Mountain Advisors
Oregon
$4.01K – – –
JSAM
561
J. Safra Asset Management
New York
$3.8K – – –
WFA
562
West Financial Advisors
Iowa
$3.64K +$35 +1 +1%
FFO
563
Fortitude Family Office
Arizona
$3.63K -$1.13K -32 -23%
AAG
564
Armstrong Advisory Group
Massachusetts
$3.39K +$35 +1 +1%
GKIM
565
GW&K Investment Management
Massachusetts
$3K +$3.11K +88 New
B
566
Bayban
Minnesota
$2.87K – – –
IAS
567
IMA Advisory Services
Colorado
$2.79K +$919 +26 +48%
HPC
568
HM Payson & Co
Maine
$2.31K -$46.9K -1,326 -95%
BLC
569
Brown, Lisle/Cummings
Rhode Island
$2.16K -$177 -5 -7%
SEP
570
Signature Equity Partners
Ohio
$2K +$424 +12 +26%
BGAI
571
Bruce G. Allen Investments
Colorado
$1.97K – – –
RWM
572
Rialto Wealth Management
New York
$1.97K +$1.63K +46 +418%
S
573
Sachetta
Massachusetts
$1.73K -$2.86K -81 -62%
RWM
574
Raffa Wealth Management
District of Columbia
$1.69K -$35 -1 -2%
KG
575
Kilter Group
New York
$1.66K – – –
21 22
23
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