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UFP Industries
UFPI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
351
Cornerstone Planning Group
New Jersey
$14.9K +$11.6K +127 +706%
KFI
352
Key Financial Inc
Pennsylvania
$13.7K – – –
CA
353
Centerpoint Advisors
Massachusetts
$13K – – –
EWP
354
Elevation Wealth Partners
California
$10.7K +$10.8K +118 New
AGWCA
355
Annis Gardner Whiting Capital Advisors
Florida
$10.2K -$275K -3,000 -96%
BCM
356
Boreal Capital Management
Florida
$9.56K – – –
CFD
357
Creative Financial Designs
Indiana
$9.47K – – –
FHC
358
First Horizon Corporation
Tennessee
$7.92K – – –
RWS
359
Retirement Wealth Solutions
Wisconsin
$7.63K – – –
RIL
360
Rothschild Investment LLC
Illinois
$7.28K -$6.96K -76 -49%
JWA
361
JFS Wealth Advisors
Pennsylvania
$7.28K +$1.65K +18 +29%
PPC
362
Park Place Capital
Alabama
$6.65K – – –
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$6.56K +$2.11K +23 +47%
LI
364
LRI Investments
Florida
$5.01K -$2.65K -29 -35%
KG
365
Kilter Group
New York
$4.64K +$4.67K +51 New
SFCL
366
Strengthening Families & Communities LLC
Massachusetts
$4.57K +$4.58K +50 New
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$4.55K – – –
FFA
368
Frazier Financial Advisors
Ohio
$4.37K – – –
BW
369
Basepoint Wealth
Iowa
$4.29K +$4.3K +47 New
TFA
370
Transamerica Financial Advisors
Florida
$3.82K -$458 -5 -11%
KFAS
371
Keating Financial Advisory Services
Kansas
$3.73K +$3.75K +41 New
QC
372
Quent Capital
New York
$3.37K +$2.29K +25 +208%
SWP
373
Strategic Wealth Partners
Ohio
$3.28K -$2.29K -25 -41%
BWA
374
Basecamp Wealth Advisors
Washington
$3.1K +$3.11K +34 New
EP
375
Essential Partners
California
$2.82K -$1.83K -20 -39%
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15
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