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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
551
Jackson Thornton Wealth Management
Alabama
$606K +$463K +983 New
BP
552
Ballentine Partners
Massachusetts
$605K -$19.8K -42 -4%
CIS
553
Connors Investor Services
Pennsylvania
$603K – – –
CNBT
554
Canandaigua National Bank & Trust
New York
$592K +$452K +960 New
Wealthfront Advisers
555
Wealthfront Advisers
California
$585K +$447K +949 New
PFS
556
Prospera Financial Services
Texas
$580K +$443K +940 New
BFIM
557
Beese Fulmer Investment Management
Ohio
$580K +$443K +940 New
EWA
558
EverSource Wealth Advisors
Alabama
$574K +$81K +172 +23%
GJIA
559
Glass Jacobson Investment Advisors
Maryland
$572K – – –
QFW
560
QTR Family Wealth
Florida
$560K +$428K +908 New
RA
561
Riversedge Advisors
Delaware
$550K +$420K +891 New
GWP
562
Gen-Wealth Partners
Michigan
$547K – – –
MAS
563
Meeder Advisory Services
Ohio
$541K -$8K -17 -2%
WFI
564
West Family Investments
California
$532K +$406K +863 New
EWM
565
Elevatus Welath Management
New York
$529K – – –
AWM
566
Apollon Wealth Management
South Carolina
$529K +$404K +858 New
IGAM
567
iA Global Asset Management
Quebec, Canada
$522K +$398K +846 New
CRI
568
Colonial River Investments
Virginia
$521K +$19.8K +42 +5%
KWM
569
Kingsview Wealth Management
Oregon
$521K +$3.3K +7 +0.8%
AA
570
Advisory Alpha
Michigan
$518K – – –
CAU
571
Caxton Associates (UK)
$517K -$715K -1,519 -64%
EP
572
Essential Partners
California
$513K +$214K +454 +120%
UB
573
UMB Bank
Missouri
$512K -$12.2K -26 -3%
NG
574
Norden Group
Utah
$511K +$10.4K +22 +3%
SIA
575
Soltis Investment Advisors
Utah
$510K +$389K +826 New