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Carpenter Technology
CRS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
476
Oppenheimer Asset Management
New York
$275K -$301 -1 -0.1%
AIA
477
AssuredPartners Investment Advisors
Florida
$270K +$258K +859 New
EWM
478
Elevatus Welath Management
New York
$270K – – –
I
479
InceptionR
California
$264K +$252K +838 New
KWM
480
Kingsview Wealth Management
Oregon
$260K +$248K +825 New
SAM
481
Smartleaf Asset Management
Massachusetts
$257K +$64.1K +213 +36%
IWC
482
Integrated Wealth Concepts
Massachusetts
$257K +$245K +815 New
NICM
483
Neo Ivy Capital Management
New York
$255K +$244K +810 New
DC
484
Davenport & Co
Virginia
$254K +$242K +806 New
9C
485
9823 Capital
Texas
$253K +$242K +805 New
CRI
486
Colonial River Investments
Virginia
$253K +$241K +802 New
BFC
487
Blue Fin Capital
Rhode Island
$252K +$240K +799 New
RWM
488
Ritholtz Wealth Management
New York
$251K +$240K +797 New
SFS
489
Sowell Financial Services
Arkansas
$246K +$235K +782 New
BFA
490
Brendel Financial Advisors
New Hampshire
$242K +$232K +770 New
JSW
491
Journey Strategic Wealth
New Jersey
$242K +$232K +770 New
BWM
492
Base Wealth Management
Florida
$239K +$229K +760 New
KF
493
Krilogy Financial
Missouri
$238K +$205K +683 New
MSRI
494
Michael S. Ryan Inc
New York
$230K +$220K +730 New
UB
495
UMB Bank
Missouri
$228K +$40.9K +136 +23%
RA
496
RiverPark Advisors
New York
$226K -$25K -83 -10%
RGF
497
Retirement Guys Formula
Ohio
$225K +$215K +716 New
NAM
498
NorthCrest Asset Manangement
Minnesota
$222K +$196K +653 New
VA
499
Vident Advisory
Georgia
$221K +$211K +702 New
CIC
500
Chilton Investment Company
Connecticut
$220K +$210K +699 New
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