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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$697K -$27.8K -59 -5%
PA
527
Profund Advisors
Maryland
$696K -$55.6K -118 -9%
SOS
528
Silver Oak Securities
Tennessee
$693K +$107K +228 +25%
GS
529
GWN Securities
Florida
$688K +$52.3K +111 +11%
OIA
530
OneDigital Investment Advisors
Kansas
$685K +$523K +1,111 New
BBPWM
531
Blue Bell Private Wealth Management
Pennsylvania
$682K -$3.77K -8 -0.7%
BMCM
532
Burns Matteson Capital Management
New York
$681K +$13.2K +28 +3%
CL
533
Choreo LLC
Illinois
$680K +$38.6K +82 +8%
JIC
534
Johnson Investment Counsel
Ohio
$678K +$2.35K +5 +0.5%
SI
535
Severin Investments
Missouri
$668K -$521K -1,107 -51%
DWP
536
Daymark Wealth Partners
Ohio
$655K +$178K +379 +56%
AHL
537
Abel Hall LLC
Louisiana
$651K +$8K +17 +2%
UCFA
538
United Capital Financial Advisors
Texas
$650K +$13.7K +29 +3%
VVP
539
Venture Visionary Partners
Ohio
$648K +$494K +1,050 New
WC
540
Waterloo Capital
Texas
$647K -$439K -933 -47%
PCM
541
Penn Capital Management
Pennsylvania
$646K -$1.4M -2,974 -74%
Vontobel Holding
542
Vontobel Holding
Switzerland
$644K +$92.3K +196 +23%
NYLIM
543
New York Life Investment Management
New York
$643K +$491K +1,042 New
SW
544
Simplicity Wealth
New Jersey
$633K +$483K +1,026 New
PWM
545
Perigon Wealth Management
California
$618K +$120K +255 +34%
NS
546
Northland Securities
Minnesota
$617K – – –
PIMG
547
Patriot Investment Management Group
Tennessee
$617K – – –
CGIM
548
Cannon Global Investment Management
Florida
$617K +$471K +1,000 New
HFW
549
Horizon Family Wealth
Illinois
$615K +$18.8K +40 +4%
SL
550
Sentinus LLC
Illinois
$615K +$156K +331 +50%