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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
301
Golden State Wealth Management
California
$183 -$70 -13 -26%
BFPW
302
BOK Financial Private Wealth
Colorado
$183 – – –
SS
303
Sunbelt Securities
Texas
$168 – – –
SFCL
304
Strengthening Families & Communities LLC
Massachusetts
$148 +$161 +30 New
HIW
305
Holos Integrated Wealth
Pennsylvania
$145 – – –
AG
306
AmeriFlex Group
Nevada
$130 – – –
IHWM
307
Iron Horse Wealth Management
Iowa
$128 – – –
MIM
308
MTM Investment Management
South Carolina
$128 +$140 +26 New
CT
309
Colonial Trust
South Carolina
$124 -$543 -101 -80%
PTC
310
Private Trust Company
Ohio
$119 -$188 -35 -59%
FC
311
Fairscale Capital
New Hampshire
$115 -$543 -101 -83%
CW
312
Curio Wealth
Maryland
$109 +$113 +21 +2,100%
HI
313
Hoey Investments
Pennsylvania
$104 – – –
SIS
314
Strategic Investment Solutions
Illinois
$89 – – –
S
315
Sachetta
Massachusetts
$84 -$97 -18 -51%
AIC
316
Archer Investment Corporation
Indiana
$84 – – –
SC
317
SouthState Corp
Florida
$74 -$511 -95 -86%
RWM
318
Raffa Wealth Management
District of Columbia
$74 – – –
WOSD
319
WFA of San Diego
California
$59 +$65 +12 New
MSWM
320
Mowery & Schoenfeld Wealth Management
Illinois
$55 – – –
WA
321
Whipplewood Advisors
Colorado
$54 -$360 -67 -86%
LI
322
LRI Investments
Florida
$54 – – –
DRP
323
Decker Retirement Planning
Utah
$54 +$59 +11 New
OC
324
Oakworth Capital
Alabama
$49 -$807 -150 -94%
GCM
325
Gables Capital Management
Florida
$49 – – –
11 12
13
14 15