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Carpenter Technology
CRS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
576
Private Wealth Management Group
New Jersey
$11.7K – – –
SL
577
Salomon & Ludwin
Virginia
$11.6K – – –
IUHSA
578
Itau Unibanco Holding S.A.
Brazil
$11.3K +$1.8K +6 +20%
KFAS
579
Keating Financial Advisory Services
Kansas
$11.3K +$10.8K +36 New
S
580
SignatureFD
Georgia
$11K -$5.41K -18 -34%
PTC
581
Private Trust Company
Ohio
$10.7K – – –
RF
582
Rossby Financial
Florida
$10.7K +$10.2K +34 New
SAG
583
SageView Advisory Group
California
$9.76K +$9.32K +31 New
BIA
584
Bell Investment Advisors
California
$9.45K +$6.32K +21 +233%
HNW
585
High Note Wealth
Minnesota
$8.19K +$1.2K +4 +18%
AWM
586
Activest Wealth Management
Florida
$7.87K +$7.52K +25 New
PWA
587
Physician Wealth Advisors
Utah
$7.72K -$5.11K -17 -40%
BFS
588
Bare Financial Services
Pennsylvania
$7.56K – – –
OP
589
ORG Partners
Indiana
$6.29K +$5.11K +17 +567%
SIS
590
Sound Income Strategies
Florida
$5.03K – – –
FFO
591
Fortitude Family Office
Arizona
$4.72K -$301 -1 -6%
CT
592
Colonial Trust
South Carolina
$4.5K – – –
DPW
593
DiNuzzo Private Wealth
Pennsylvania
$4.09K – – –
AGWCA
594
Annis Gardner Whiting Capital Advisors
Florida
$3.78K – – –
BBHC
595
Brown Brothers Harriman & Co
New York
$3.15K – – –
CIAM
596
Caitong International Asset Management
Hong Kong
$3.15K – – –
WIM
597
Westside Investment Management
California
$3.15K +$3.01K +10 New
WWA
598
Wealth Watch Advisors
Colorado
$2.83K +$2.71K +9 New
WA
599
WPG Advisers
Maryland
$2.52K -$4.21K -14 -64%
MAM
600
Marquette Asset Management
Minnesota
$2.2K +$602 +2 +40%
22 23
24
25 26