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Embecta

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
301
Core Alternative Capital
Georgia
$272 – – –
RTL
302
Red Tortoise LLC
Georgia
$271 – – –
CT
303
Clearstead Trust
Maine
$256 – – –
EL
304
EMFO LLC
Florida
$241 – – –
OIA
305
Optimum Investment Advisors
Illinois
$241 +$150 +8 +100%
MHR
306
Matthew Hamilton Rosenberg
$226 -$169 -9 -38%
ZB
307
Zions Bancorporation
Utah
$226 – – –
TAM
308
Tucker Asset Management
Colorado
$211 – – –
WIM
309
Westside Investment Management
California
$211 – – –
CFFP
310
Center for Financial Planning
Michigan
$196 – – –
HIA
311
Harbor Investment Advisory
Maryland
$196 – – –
SFFS
312
Stonehage Fleming Financial Services
Jersey
$195 -$300 -16 -55%
SIC
313
Salem Investment Counselors
North Carolina
$181 – – –
LOIP
314
Live Oak Investment Partners
Texas
$180 – – –
PP
315
PFS Partners
New Jersey
$169 – – –
IRC
316
Investors Research Corp
Georgia
$166 – – –
BWM
317
Baystate Wealth Management
Massachusetts
$155 – – –
GJIA
318
Glass Jacobson Investment Advisors
Maryland
$151 – – –
RWPA
319
Richard W. Paul & Associates
Michigan
$140 – – –
AWM
320
Abound Wealth Management
Tennessee
$121 – – –
WBC
321
West Branch Capital
Massachusetts
$121 – – –
AssetMark Inc
322
AssetMark Inc
California
$120 – – –
BC
323
Barrett & Company
Rhode Island
$120 – – –
GIS
324
Grayhawk Investment Strategies
Alberta, Canada
$120 – – –
AAP
325
Arax Advisory Partners
Colorado
$109 -$281 -15 -68%