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UGI

UGI

Market cap $7.92B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
551	AAG 551 Armstrong Advisory Group Needham, Massachusetts	$3.53K	–	–	–
552	PSFG 552 Park Square Financial Group Roswell, Georgia	$3.28K	–	–	–
553	SC 553 SouthState Corp Winter Haven, Florida	$2.99K	-$61.4K	-1,785	-96%
554	AA 554 Addison Advisors Middlebury, Vermont	$2.91K	–	–	–
555	CIAS 555 CBIZ Investment Advisory Services Independence, Ohio	$2.56K	+$34	+1	+1%
556	S 556 Sachetta Lynnfield, Massachusetts	$2.33K	–	–	–
557	T 557 Transce3nd Kyle, Texas	$2.29K	–	–	–
558	BGAI 558 Bruce G. Allen Investments Denver, Colorado	$2.08K	–	–	–
559	FFO 559 Fortitude Family Office Scottsdale, Arizona	$2K	+$1.89K	+55	New
560	TFA 560 Toth Financial Advisory Leesburg, Virginia	$1.82K	–	–	–
561	KG 561 Kilter Group Rhinebeck, New York	$1.75K	+$1.65K	+48	New
562	RWM 562 Raffa Wealth Management Washington, District of Columbia	$1.75K	–	–	–
563	TFG 563 Team Financial Group Temecula, California	$1.52K	+$1.45K	+42	New
564	DPW 564 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.42K	+$241	+7	+22%
565	PMFA 565 Plante Moran Financial Advisors Southfield, Michigan	$1.27K	+$1.2K	+35	New
566	WA 566 Whipplewood Advisors Littleton, Colorado	$1.13K	+$654	+19	+158%
567	RIL 567 Rothschild Investment LLC Chicago, Illinois	$1.09K	-$344	-10	-25%
568	CT 568 Coastline Trust Providence, Rhode Island	$1.09K	–	–	–
569	HWP 569 Highline Wealth Partners Sherman Oaks, California	$1.09K	–	–	–
570	CH 570 Cromwell Holdings Jackson, Wyoming	$1.06K	+$997	+29	New
571	CFO 571 CVA Family Office Denver, Colorado	$801	–	–	–
572	BLC 572 Brown, Lisle/Cummings Providence, Rhode Island	$786	+$34	+1	+5%
573	RS 573 Rakuten Securities Tokyo, Japan	$765	–	–	–
574	HFS 574 Hughes Financial Services Herndon, Virginia	$760	–	–	–
575	SIC 575 SJS Investment Consulting Sylvania, Ohio	$729	-$310	-9	-31%

UGI UGI Market cap $7.92B

UGI

UGI

Market cap $7.92B