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UFP Industries
UFPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
351
Creative Capital Management Investments
California
$2.09K +$2K +23 New
PWA
352
Physician Wealth Advisors
Utah
$1.91K -$871 -10 -32%
CA
353
CoreCap Advisors
Michigan
$1.91K +$1.83K +21 New
MNA
354
Manning & Napier Advisors
New York
$1.74K +$1.66K +19 New
CT
355
Clearstead Trust
Maine
$1.63K -$8.62K -99 -85%
KFAS
356
Keating Financial Advisory Services
Kansas
$1.63K -$348 -4 -18%
SWM
357
SHP Wealth Management
Massachusetts
$1.63K +$1.57K +18 New
DPW
358
DiNuzzo Private Wealth
Pennsylvania
$1.27K +$87 +1 +8%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$1.27K -$5.05K -58 -81%
RWM
360
Rialto Wealth Management
New York
$999 -$871 -10 -48%
BHWM
361
Bay Harbor Wealth Management
Maryland
$998 +$87 +1 +10%
PWMG
362
Private Wealth Management Group
New Jersey
$908 – – –
SEP
363
Signature Equity Partners
Ohio
$907 – – –
BWL
364
Bogart Wealth LLC
Virginia
$817 – – –
HIA
365
HFM Investment Advisors
New Jersey
$817 +$348 +4 +80%
LFG
366
Larson Financial Group
Missouri
$727 -$3.48K -40 -83%
S
367
Sachetta
Massachusetts
$726 -$958 -11 -58%
MCM
368
Manchester Capital Management
Vermont
$726 -$261 -3 -27%
MB
369
MidFirst Bank
Oklahoma
$726 – – –
BIA
370
Bell Investment Advisors
California
$636 – – –
QC
371
Quent Capital
New York
$544 -$3.48K -40 -87%
GFA
372
Godfrey Financial Associates
New York
$544 – – –
TIM
373
Thompson Investment Management
Wisconsin
$544 – – –
PWA
374
Principia Wealth Advisory
Texas
$454 -$87 -1 -17%
PS
375
Planning Strategies
Pennsylvania
$363 +$348 +4 New
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15
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