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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
276
Beacon Financial Strategies
North Carolina
$2.24K +$1.61K +130 New
BW
277
Basepoint Wealth
Iowa
$2.08K +$1.48K +120 New
ACM
278
Aster Capital Management
United Arab Emirates
$2.07K +$1.48K +120 New
HB
279
Horizon Bancorp
Indiana
$2K – – –
SGK
280
Steigerwald Gordon & Koch
Virginia
$1.85K – – –
JSAM
281
J. Safra Asset Management
New York
$1.79K – – –
VR
282
Vision Retirement
New Jersey
$1.76K +$1.26K +102 New
FHC
283
First Horizon Corporation
Tennessee
$1.74K – – –
FFA
284
Frazier Financial Advisors
Ohio
$1.73K – – –
OCM
285
Orion Capital Management
California
$1.73K – – –
IAIM
286
International Assets Investment Management
Florida
$1.62K +$1.16K +94 New
TCOV
287
Trust Company of Vermont
Vermont
$1.52K – – –
HI
288
Horizon Investments
North Carolina
$1.5K – – –
GRP
289
Global Retirement Partners
California
$1.48K +$581 +47 +121%
BFS
290
Bare Financial Services
Pennsylvania
$1.45K +$346 +28 +50%
EI
291
EFG International
$1.33K +$951 +77 New
VWM
292
Valley Wealth Managers
New Jersey
$1.24K +$890 +72 New
SWP
293
Strategic Wealth Partners
Ohio
$1.14K – – –
CFM
294
Cornerstone Financial Management
Massachusetts
$1.09K +$778 +63 New
CWP
295
Concord Wealth Partners
Virginia
$1.03K – – –
C
296
Covestor
United Kingdom
$1K – – –
UFPG
297
United Financial Planning Group
New York
$932 +$667 +54 New
CMBA
298
C.M. Bidwell & Associates
Hawaii
$931 +$667 +54 New
BFPW
299
BOK Financial Private Wealth
Colorado
$915 +$198 +16 +43%
WT
300
Whittier Trust
California
$877 -$173 -14 -22%
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