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Fortrea Holdings
FTRE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
376
Larson Financial Group
Missouri
$1.07K +$1.12K +38 New
CAC
377
Core Alternative Capital
Georgia
$1K +$1.04K +35 New
TSWM
378
Tyler-Stone Wealth Management
Ohio
$1K +$917 +31 New
SFG
379
Steward Financial Group
Texas
$1K +$1.09K +37 New
CAL
380
Capital Advisors Ltd
Ohio
$1K +$1.12K +38 New
SC
381
Sawyer & Company
Massachusetts
$1K +$1.48K +50 New
OA
382
Operose Advisors
Wisconsin
$972 +$1.01K +34 New
CCP
383
Carmel Capital Partners
California
$943 +$976 +33 New
IHWM
384
Iron Horse Wealth Management
Iowa
$743 +$769 +26 New
AWM
385
Abound Wealth Management
Tennessee
$715 +$740 +25 New
TFA
386
Toth Financial Advisory
Virginia
$715 +$740 +25 New
CB
387
CNB Bank
Pennsylvania
$686 +$710 +24 New
AIC
388
Archer Investment Corporation
Indiana
$629 +$651 +22 New
AP
389
Arlington Partners
Alabama
$572 +$592 +20 New
AT
390
Arlington Trust
Alabama
$572 +$592 +20 New
LF
391
Lee Financial
Texas
$487 +$503 +17 New
RWM
392
Raffa Wealth Management
District of Columbia
$429 +$444 +15 New
LCM
393
Logan Capital Management
Pennsylvania
$400 +$414 +14 New
SWM
394
Sugarloaf Wealth Management
Georgia
$400 +$414 +14 New
AWA
395
Authentikos Wealth Advisory
California
$372 +$385 +13 New
APC
396
Aspire Private Capital
North Carolina
$371 +$385 +13 New
CMBA
397
C.M. Bidwell & Associates
Hawaii
$314 – – –
BBHC
398
Brown Brothers Harriman & Co
New York
$286 +$296 +10 New
GCM
399
Gables Capital Management
Florida
$286 +$296 +10 New
Jones Financial Companies
400
Jones Financial Companies
Missouri
$257 +$266 +9 New
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