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Fortrea Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
301
Golden State Wealth Management
California
$644 – – –
SWM
302
Spire Wealth Management
Virginia
$574 +$446 +33 New
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$573 -$4.55M -336,967 -100%
MIM
304
MTM Investment Management
South Carolina
$452 – – –
CT
305
Colonial Trust
South Carolina
$435 – – –
TPCW
306
TD Private Client Wealth
New York
$435 – – –
PTC
307
Private Trust Company
Ohio
$418 – – –
HIW
308
Holos Integrated Wealth
Pennsylvania
$385 – – –
HI
309
Hoey Investments
Pennsylvania
$366 – – –
FC
310
Fairscale Capital
New Hampshire
$348 – – –
AW
311
Ankerstar Wealth
Texas
$331 -$95 -7 -27%
SIS
312
Strategic Investment Solutions
Illinois
$313 – – –
AIC
313
Archer Investment Corporation
Indiana
$296 – – –
S
314
Sachetta
Massachusetts
$296 – – –
CRI
315
Commonwealth Retirement Investments
Virginia
$296 +$230 +17 New
SGFG
316
Silver Grove Financial Group
New York
$261 +$203 +15 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$192 +$149 +11 New
LI
318
LRI Investments
Florida
$191 – – –
OC
319
Oakworth Capital
Alabama
$176 – – –
GCM
320
Gables Capital Management
Florida
$174 – – –
JWM
321
JPL Wealth Management
Colorado
$157 -$1.11K -82 -90%
GWM
322
Gilpin Wealth Management
Colorado
$157 – – –
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$139 – – –
MO
324
McMillan Office
Michigan
$104 – – –
BTI
325
Blue Trust Inc
Georgia
$87 – – –