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UGI
UGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
626
American National Bank & Trust
Texas
– -$40K -1,099 Closed
SAM
627
S.A. Mason
Michigan
– -$35.5K -976 Closed
KIM
628
Kestra Investment Management
Texas
– -$28.3K -856 Closed
SSG
629
Summit Securities Group
New York
– -$30.9K -849 Closed
GWM
630
Geneos Wealth Management
Colorado
– -$19.3K -531 Closed
SO
631
Sierra Ocean
California
– -$15.4K -423 Closed
MYIA
632
Mount Yale Investment Advisors
Colorado
– -$13.4K -369 Closed
TWC
633
TD Waterhouse Canada
Ontario, Canada
– -$11.1K -318 Closed
AP
634
Atwood & Palmer
Missouri
– -$9.83K -270 Closed
SC
635
Swan Capital
Florida
– -$7.61K -209 Closed
TPWA
636
Twin Peaks Wealth Advisors
California
– -$6.87K -195 Closed
NECFA
637
New England Capital Financial Advisors
Connecticut
– -$6.74K -185 Closed
CTA
638
Colonial Trust Advisors
South Carolina
– -$5.46K -150 Closed
MAWAG
639
Mid-American Wealth Advisory Group
Missouri
– -$4.04K -111 Closed
PSFG
640
Park Square Financial Group
Georgia
– -$3.28K -90 Closed
CIAS
641
CBIZ Investment Advisory Services
Ohio
– -$2.56K -70 Closed
T
642
Transce3nd
Texas
– -$2.29K -63 Closed
TFA
643
Toth Financial Advisory
Virginia
– -$1.82K -50 Closed
WA
644
Whipplewood Advisors
Colorado
– -$1.13K -31 Closed
WCM
645
WealthTrak Capital Management
Virginia
– -$729 -20 Closed
NC
646
NewSquare Capital
Pennsylvania
– -$401 -11 Closed
LFA
647
LGT Financial Advisors
Texas
– -$219 -6 Closed
ACA
648
American Capital Advisory
Idaho
– -$110 -3 Closed
SC
649
Stephens Consulting
Michigan
– -$37 -1 Closed
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