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Fortrea Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Raffa Wealth Management
District of Columbia
$602 – – –
SWM
402
Sugarloaf Wealth Management
Georgia
$562 – – –
TWC
403
TD Waterhouse Canada
Ontario, Canada
$551 +$485 +14 New
APC
404
Aspire Private Capital
North Carolina
$522 – – –
BGAI
405
Bruce G. Allen Investments
Colorado
$522 – – –
CMBA
406
C.M. Bidwell & Associates
Hawaii
$442 – – –
AWM
407
Abound Wealth Management
Tennessee
$402 -$104 -3 -23%
GCM
408
Gables Capital Management
Florida
$401 – – –
Kayne Anderson Rudnick Investment Management
409
Kayne Anderson Rudnick Investment Management
California
$361 – – –
SS
410
Sunbelt Securities
Texas
$361 – – –
PPC
411
Park Place Capital
Alabama
$281 – – –
JWA
412
JFS Wealth Advisors
Pennsylvania
$263 +$35 +1 +17%
DF
413
Dunhill Financial
United Kingdom
$261 – – –
PCMC
414
Planning Capital Management Corporation
Pennsylvania
$241 – – –
RIL
415
Rothschild Investment LLC
Illinois
$241 – – –
BWP
416
Baldwin Wealth Partners
Massachusetts
$201 – – –
BWL
417
Bogart Wealth LLC
Virginia
$161 – – –
HCM
418
Hollencrest Capital Management
California
$161 – – –
BHWM
419
Bay Harbor Wealth Management
Maryland
$160 – – –
MCM
420
MV Capital Management
Maryland
$121 – – –
SWM
421
Sanctuary Wealth Management
Idaho
$120 – – –
VWA
422
Valued Wealth Advisors
Utah
$81 – – –
CAC
423
Core Alternative Capital
Georgia
$80 -$1.07K -31 -94%
RG
424
Retirement Group
California
$80 – – –
SWA
425
SOA Wealth Advisors
New York
$80 – – –