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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
276
UMB Bank
Missouri
$1.37K +$1.16K +82 +82%
PPA
277
Painted Porch Advisors
California
$1.36K – – –
TCM
278
Tradewinds Capital Management
Washington
$1.28K – – –
OC
279
Oakworth Capital
Alabama
$1.21K -$424 -30 -16%
MWM
280
Mascoma Wealth Management
New Hampshire
$1.13K – – –
SAM
281
Smartleaf Asset Management
Massachusetts
$1.13K -$10.1K -713 -83%
DMBA
282
Deseret Mutual Benefit Administrators
Utah
$1.13K – – –
PFBT
283
Parkside Financial Bank & Trust
Missouri
$1.12K +$1.14K +81 +121%
PWMG
284
Prestige Wealth Management Group
New Jersey
$1.04K +$523 +37 +37%
EWM
285
Evermay Wealth Management
Virginia
$1.03K – – –
IA
286
IFP Advisors
Florida
$1.03K -$3.31K -234 -63%
PA
287
Parallel Advisors
California
$1.01K +$169 +12 +10%
HB
288
Horizon Bancorp
Indiana
$1K – – –
TFA
289
Transamerica Financial Advisors
Florida
$1K – – –
CI
290
CX Institutional
Indiana
$1K +$2.6K +184 New
CT
291
Colonial Trust
South Carolina
$951 -$6.23K -441 -78%
FC
292
Fairscale Capital
New Hampshire
$914 -$1.72K -122 -50%
GWM
293
Geneos Wealth Management
Colorado
$883 +$325 +23 +24%
PWA
294
Physician Wealth Advisors
Utah
$861 +$1.61K +114 New
NC
295
North Capital
Utah
$846 +$1.58K +112 New
SC
296
SouthState Corp
Florida
$831 +$1.55K +110 New
MWA
297
Medallion Wealth Advisors
Connecticut
$793 – – –
JSAM
298
J. Safra Asset Management
New York
$785 -$8.33K -590 -85%
FFA
299
Frazier Financial Advisors
Ohio
$755 – – –
OCM
300
Orion Capital Management
California
$755 – – –
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