We are live on ! Find out more
FTRE icon

Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
276
Orion Capital Management
California
$1.74K – – –
SGK
277
Steigerwald Gordon & Koch
Virginia
$1.74K – – –
TCOV
278
Trust Company of Vermont
Vermont
$1.53K +$1.19K +88 New
HI
279
Horizon Investments
North Carolina
$1.51K -$1.18K -87 -50%
BW
280
Basepoint Wealth
Iowa
$1.49K – – –
GRP
281
Global Retirement Partners
California
$1.44K +$1.12K +83 New
KFAS
282
Keating Financial Advisory Services
Kansas
$1.24K +$135 +10 +16%
SWP
283
Strategic Wealth Partners
Ohio
$1.15K – – –
CFM
284
Cornerstone Financial Management
Massachusetts
$1.1K – – –
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$1.08K -$1.5K -111 -64%
CWP
286
Concord Wealth Partners
Virginia
$1.04K +$810 +60 New
MG
287
Mather Group
Illinois
$957 – – –
EI
288
EFG International
$922 – – –
WT
289
Whittier Trust
California
$893 – – –
IFWM
290
Institute for Wealth Management
Colorado
$873 +$675 +50 New
MCM
291
MV Capital Management
Maryland
$870 – – –
HPC
292
HM Payson & Co
Maine
$836 – – –
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$783 – – –
PMFA
294
Plante Moran Financial Advisors
Michigan
$783 +$608 +45 New
CA
295
Clearstead Advisors
Ohio
$766 +$594 +44 New
WETS
296
Wealth Enhancement Trust Services
South Dakota
$731 +$567 +42 New
IAIM
297
International Assets Investment Management
Florida
$721 +$68 +5 +14%
HHCP
298
Hilton Head Capital Partners
South Carolina
$696 – – –
GSWM
299
Golden State Wealth Management
California
$644 – – –
SWM
300
Spire Wealth Management
Virginia
$574 +$446 +33 New
10 11
12
13 14