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UFP Industries

Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
251
Legacy Wealth Asset Management
Minnesota
$406K -$149K -1,334 -26%
CFO
252
Callan Family Office
Pennsylvania
$383K -$197K -1,763 -33%
JSW
253
Journey Strategic Wealth
New Jersey
$374K -$7.03K -63 -2%
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$359K -$114K -1,024 -23%
NWAG
255
Net Worth Advisory Group
Utah
$359K -$2.23K -20 -0.6%
SCA
256
Snowden Capital Advisors
New York
$356K -$20.8K -186 -5%
ECM
257
Evergreen Capital Management
Washington
$352K +$24.5K +220 +7%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$350K -$111K -993 -23%
HW
259
Hancock Whitney
Mississippi
$348K +$23.7K +212 +7%
HSBC Holdings
260
HSBC Holdings
United Kingdom
$348K -$2.49M -22,359 -87%
SAI
261
Systematic Alpha Investments
New Jersey
$343K
M&T Bank
262
M&T Bank
New York
$342K +$17.4K +156 +5%
AAS
263
Avantax Advisory Services
Texas
$336K -$16K -143 -4%
CMF
264
Counterpoint Mutual Funds
California
$330K +$344K +3,086 New
FT
265
Fiduciary Trust
Massachusetts
$329K +$343K +3,077 New
SAM
266
Shell Asset Management
Netherlands
$325K -$13.7K -123 -4%
QPW
267
Quantum Private Wealth
Florida
$321K +$35.7K +320 +12%
CI
268
Corient IA
Florida
$321K +$335K +3,000 New
QC
269
Quantessence Capital
New York
$321K +$335K +3,000 New
Commonwealth Equity Services
270
Commonwealth Equity Services
Massachusetts
$319K -$31.1K -279 -9%
IWC
271
Integrated Wealth Concepts
Massachusetts
$317K +$24.7K +221 +8%
Bessemer Group
272
Bessemer Group
New Jersey
$314K +$893 +8 +0.3%
AGWCA
273
Annis Gardner Whiting Capital Advisors
Florida
$312K +$313K +2,806 +2,505%
FFM
274
Forum Financial Management
Illinois
$306K +$446 +4 +0.1%
AWM
275
AE Wealth Management
Kansas
$305K +$318K +2,853 New