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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
276
Vision Retirement
New Jersey
$1.77K – – –
FFA
277
Frazier Financial Advisors
Ohio
$1.74K – – –
OCM
278
Orion Capital Management
California
$1.74K – – –
SGK
279
Steigerwald Gordon & Koch
Virginia
$1.74K – – –
TCOV
280
Trust Company of Vermont
Vermont
$1.53K +$1.19K +88 New
HI
281
Horizon Investments
North Carolina
$1.51K -$1.18K -87 -50%
BW
282
Basepoint Wealth
Iowa
$1.49K – – –
GRP
283
Global Retirement Partners
California
$1.44K +$1.12K +83 New
KFAS
284
Keating Financial Advisory Services
Kansas
$1.24K +$135 +10 +16%
SWP
285
Strategic Wealth Partners
Ohio
$1.15K – – –
CFM
286
Cornerstone Financial Management
Massachusetts
$1.1K – – –
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$1.08K -$1.5K -111 -64%
CWP
288
Concord Wealth Partners
Virginia
$1.04K +$810 +60 New
MG
289
Mather Group
Illinois
$957 – – –
EI
290
EFG International
$922 – – –
WT
291
Whittier Trust
California
$893 – – –
IFWM
292
Institute for Wealth Management
Colorado
$873 +$675 +50 New
MCM
293
MV Capital Management
Maryland
$870 – – –
HPC
294
HM Payson & Co
Maine
$836 – – –
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$783 – – –
PMFA
296
Plante Moran Financial Advisors
Michigan
$783 +$608 +45 New
CA
297
Clearstead Advisors
Ohio
$766 +$594 +44 New
WETS
298
Wealth Enhancement Trust Services
South Dakota
$731 +$567 +42 New
IAIM
299
International Assets Investment Management
Florida
$721 +$68 +5 +14%
HHCP
300
Hilton Head Capital Partners
South Carolina
$696 – – –
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