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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NICM
601
Neo Ivy Capital Management
New York
– -$371K -10,190 Closed
NFC
602
Northstar Financial Companies
Pennsylvania
– -$371K -10,179 Closed
SP
603
Sherman Porfolios
Idaho
– -$368K -10,116 Closed
CF
604
Centaurus Financial
California
– -$292K -8,005 Closed
P
605
Pitcairn
Pennsylvania
– -$286K -7,853 Closed
JFG
606
Jefferies Financial Group
New York
– -$285K -7,825 Closed
SCM
607
Shelton Capital Management
Colorado
– -$280K -7,696 Closed
PFG
608
PAX Financial Group
Texas
– -$277K -7,611 Closed
MF
609
Manchester Financial
California
– -$274K -7,518 Closed
MA
610
Mutual Advisors
Nebraska
– -$247K -6,869 Closed
GS
611
GWN Securities
Florida
– -$242K -6,624 Closed
SW
612
SteelPeak Wealth
California
– -$237K -6,450 Closed
CIS
613
Custom Index Systems
New York
– -$231K -6,338 Closed
LW
614
Lauer Wealth
Indiana
– -$223K -6,333 Closed
CPRC
615
Consolidated Portfolio Review Corp
New York
– -$229K -6,290 Closed
SIMG
616
Sonora Investment Management Group
Arizona
– -$224K -6,145 Closed
TCM
617
Teza Capital Management
Illinois
– -$218K -5,984 Closed
TIA
618
Trust Investment Advisors
Indiana
– -$210K -5,768 Closed
PRS
619
Pinkerton Retirement Specialists
Idaho
– -$208K -5,723 Closed
IWM
620
IHT Wealth Management
Illinois
– -$204K -5,612 Closed
AWA
621
Arete Wealth Advisors
Illinois
– -$203K -5,552 Closed
IPW
622
Impact Partnership Wealth
Georgia
– -$200K -5,504 Closed
CWMGP
623
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
– -$200K -5,500 Closed
RAM
624
Riggs Asset Management
Pennsylvania
– -$119K -3,279 Closed
BIG
625
Brooklyn Investment Group
New York
– -$46.6K -1,280 Closed
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