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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
526
Silver Oak Securities
Tennessee
$693K +$107K +228 +25%
GS
527
GWN Securities
Florida
$688K +$52.3K +111 +11%
OIA
528
OneDigital Investment Advisors
Kansas
$685K +$523K +1,111 New
BBPWM
529
Blue Bell Private Wealth Management
Pennsylvania
$682K -$3.77K -8 -0.7%
BMCM
530
Burns Matteson Capital Management
New York
$681K +$13.2K +28 +3%
CL
531
Choreo LLC
Illinois
$680K +$38.6K +82 +8%
JIC
532
Johnson Investment Counsel
Ohio
$678K +$2.35K +5 +0.5%
SI
533
Severin Investments
Missouri
$668K -$521K -1,107 -51%
DWP
534
Daymark Wealth Partners
Ohio
$655K +$178K +379 +56%
AHL
535
Abel Hall LLC
Louisiana
$651K +$8K +17 +2%
UCFA
536
United Capital Financial Advisors
Texas
$650K +$13.7K +29 +3%
VVP
537
Venture Visionary Partners
Ohio
$648K +$494K +1,050 New
WC
538
Waterloo Capital
Texas
$647K -$439K -933 -47%
PCM
539
Penn Capital Management
Pennsylvania
$646K -$1.4M -2,974 -74%
Vontobel Holding
540
Vontobel Holding
Switzerland
$644K +$92.3K +196 +23%
NYLIM
541
New York Life Investment Management
New York
$643K +$491K +1,042 New
SW
542
Simplicity Wealth
New Jersey
$633K +$483K +1,026 New
PWM
543
Perigon Wealth Management
California
$618K +$120K +255 +34%
NS
544
Northland Securities
Minnesota
$617K
PIMG
545
Patriot Investment Management Group
Tennessee
$617K
CGIM
546
Cannon Global Investment Management
Florida
$617K +$471K +1,000 New
HFW
547
Horizon Family Wealth
Illinois
$615K +$18.8K +40 +4%
SL
548
Sentinus LLC
Illinois
$615K +$156K +331 +50%
JTWM
549
Jackson Thornton Wealth Management
Alabama
$606K +$463K +983 New
BP
550
Ballentine Partners
Massachusetts
$605K -$19.8K -42 -4%