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Carpenter Technology
CRS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
551
Vermillion & White Wealth Management Group
Pennsylvania
$6.88K +$7.16K +28 New
BFS
552
Bare Financial Services
Pennsylvania
$5.89K +$511 +2 +9%
HNW
553
High Note Wealth
Minnesota
$5.4K +$5.63K +22 New
WA
554
WPG Advisers
Maryland
$5.4K +$5.63K +22 New
FFO
555
Fortitude Family Office
Arizona
$3.93K – – –
SIS
556
Sound Income Strategies
Florida
$3.76K +$1.28K +5 +50%
JWM
557
JPL Wealth Management
Colorado
$3.68K +$3.84K +15 New
CT
558
Colonial Trust
South Carolina
$3.47K – – –
TWD
559
True Wealth Design
Ohio
$3.19K – – –
DPW
560
DiNuzzo Private Wealth
Pennsylvania
$3.13K – – –
AGWCA
561
Annis Gardner Whiting Capital Advisors
Florida
$2.95K – – –
BBHC
562
Brown Brothers Harriman & Co
New York
$2.46K – – –
CIAM
563
Caitong International Asset Management
Hong Kong
$2.46K +$2.56K +10 New
BIA
564
Bell Investment Advisors
California
$2.21K – – –
CCM
565
Cloud Capital Management
Washington
$2K +$2.56K +10 New
SIC
566
SJS Investment Consulting
Ohio
$1.72K – – –
QC
567
Quent Capital
New York
$1.47K +$1.53K +6 New
MAM
568
Marquette Asset Management
Minnesota
$1.23K +$1.28K +5 New
HIA
569
HFM Investment Advisors
New Jersey
$982 -$256 -1 -20%
BHWM
570
Bay Harbor Wealth Management
Maryland
$982 +$256 +1 +33%
BHWM
571
Beaird Harris Wealth Management
Texas
$902 +$256 +1 +33%
AUB
572
Atlantic Union Bankshares
Virginia
$738 +$767 +3 New
CFO
573
CVA Family Office
Colorado
$737 – – –
PWA
574
Principia Wealth Advisory
Texas
$737 – – –
RWM
575
Rialto Wealth Management
New York
$737 – – –
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