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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
276
Mascoma Wealth Management
New Hampshire
$741 – – –
DMBA
277
Deseret Mutual Benefit Administrators
Utah
$736 – – –
CT
278
Clearstead Trust
Maine
$643 +$699 +130 New
AWM
279
Activest Wealth Management
Florida
$632 +$688 +128 New
PWA
280
Physician Wealth Advisors
Utah
$539 -$27 -5 -4%
MWA
281
Medallion Wealth Advisors
Connecticut
$519 – – –
JSAM
282
J. Safra Asset Management
New York
$514 – – –
FHA
283
First Horizon Advisors
Tennessee
$499 -$586 -109 -52%
FFA
284
Frazier Financial Advisors
Ohio
$494 – – –
OCM
285
Orion Capital Management
California
$494 – – –
GRP
286
Global Retirement Partners
California
$464 +$505 +94 New
BCMLT
287
Beacon Capital Management LLC (Tennessee)
Tennessee
$454 – – –
TCOV
288
Trust Company of Vermont
Vermont
$435 -$10.8K -2,000 -96%
FWM
289
FSA Wealth Management
Massachusetts
$420 – – –
NSIM
290
North Star Investment Management
Illinois
$395 – – –
AWM
291
Atticus Wealth Management
Florida
$361 -$1.09K -203 -74%
TPCW
292
TD Private Client Wealth
New York
$336 -$35K -6,515 -99%
SWP
293
Strategic Wealth Partners
Ohio
$326 +$355 +66 New
CWP
294
Concord Wealth Partners
Virginia
$296 – – –
BLC
295
Brown, Lisle/Cummings
Rhode Island
$247 – – –
HPC
296
HM Payson & Co
Maine
$238 -$1.34K -250 -84%
FMII
297
Farmers & Merchants Investments Inc
Nebraska
$222 – – –
CFB
298
Cullen/Frost Bankers
Texas
$198 -$59 -11 -22%
DWS
299
Dynamic Wealth Strategies
California
$198 – – –
EWM
300
Evermay Wealth Management
Virginia
$183 -$538 -100 -73%
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