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Carpenter Technology
CRS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
576
Allegiance Financial Group Advisory Services
Virginia
$509K +$388K +825 New
KAM
577
Knightsbridge Asset Management
California
$506K +$109K +232 +39%
TC
578
Truvestments Capital
Florida
$498K +$165K +351 +77%
BFC
579
Blue Fin Capital
Rhode Island
$490K – – –
JCM
580
Jag Capital Management
Missouri
$488K +$12.7K +27 +4%
CDDEC
581
Caisse Des Depots Et Consignations
France
$488K +$372K +791 New
PFM
582
Premier Fund Managers
United Kingdom
$486K -$167K -355 -31%
VCP
583
Verus Capital Partners
Arizona
$485K +$14.6K +31 +4%
SFS
584
Sowell Financial Services
Arkansas
$485K +$109K +231 +42%
GP
585
Gallo Partners
New Jersey
$481K +$367K +780 New
BWM
586
Base Wealth Management
Florida
$469K – – –
CA
587
CoreCap Advisors
Michigan
$468K -$17.4K -37 -5%
PMAM
588
Picton Mahoney Asset Management
Ontario, Canada
$468K -$171K -363 -32%
PFA
589
Perryman Financial Advisory
Texas
$468K +$357K +758 New
RFP
590
Root Financial Partners
California
$459K +$197K +418 +128%
SAM
591
Smartleaf Asset Management
Massachusetts
$458K – – –
VC
592
VarCov Co
Connecticut
$455K +$347K +737 New
MSRI
593
Michael S. Ryan Inc
New York
$450K – – –
LNWTC
594
Laird Norton Wetherby Trust Company
Washington
$448K +$18.4K +39 +6%
WFA
595
Wellspring Financial Advisors
Ohio
$445K +$340K +722 New
CWMA
596
Capstone Wealth Management (Alabama)
Alabama
$444K +$339K +719 New
CWM
597
Cordatus Wealth Management
Pennsylvania
$439K +$335K +711 New
OAS
598
Optivise Advisory Services
Tennessee
$435K +$332K +705 New
GWM
599
Geneos Wealth Management
Colorado
$433K +$25.4K +54 +8%
IAA
600
Independent Advisor Alliance
North Carolina
$432K -$471 -1 -0.1%
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