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UGI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
576
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1.95K | -56 | Closed |
|
|
KM
577
Kalos Management
Alpharetta,
Georgia
| – | -$1.91K | -55 | Closed |
|
|
PB
578
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$1.43K | -41 | Closed |
|
|
SC
579
Schubert & Co
Mckinney,
Texas
| – | -$1.39K | -40 | Closed |
|
|
CFO
580
CVA Family Office
Denver,
Colorado
| – | -$1.22K | -35 | Closed |
|
|
SWM
581
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$904 | -26 | Closed |
|
|
FMP
582
Financial Management Professionals
Austin,
Texas
| – | -$1K | -15 | Closed |
|
|
JFA
583
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$383 | -11 | Closed |
|
|
SL
584
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$348 | -10 | Closed |
|
|
AWM
585
Accel Wealth Management
Waverly,
Iowa
| – | -$177 | -5 | Closed |
|
|
AW
586
Avion Wealth
The Woodlands,
Texas
| – | +$152 | +5 | +38% |
|
587
Comerica Bank
Dallas,
Texas
| – | +$1.31M | +42,991 | New |
|