We are live on ! Find out more
CRS icon

Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
651
Gateway Wealth Partners
Wisconsin
$315K -$219K -466 -48%
AssetMark Inc
652
AssetMark Inc
California
$312K +$130K +276 +120%
NWM
653
Northwest Wealth Management
Iowa
$312K +$238K +505 New
CFP
654
Catalyst Financial Partners
Massachusetts
$309K +$236K +501 New
PMG
655
ProVise Management Group
Florida
$309K +$236K +501 New
FFO
656
Fiduciary Family Office
Florida
$309K +$235K +500 New
AMM
657
American Money Management
California
$308K +$235K +500 New
RA
658
RiverPark Advisors
New York
$308K -$98.4K -209 -30%
HIC
659
Holderness Investments Company
North Carolina
$307K +$234K +498 New
FWP
660
Family Wealth Partners
North Carolina
$302K +$230K +489 New
QCM
661
QRG Capital Management
Illinois
$302K +$230K +489 New
LWM
662
LightSquare Wealth Management
Michigan
$301K +$230K +488 New
OF
663
Optimize Financial
California
$299K +$228K +484 New
SCS
664
Sound Capital Solutions
Florida
$299K +$228K +484 New
WG
665
Winton Group
United Kingdom
$298K -$881K -1,872 -79%
IRP
666
Investment Research Partners
Pennsylvania
$297K +$227K +482 New
WPC
667
Wedmont Private Capital
Pennsylvania
$297K +$242K +513 New
ICP
668
Impact Capital Partners
Colorado
$295K +$226K +479 New
SFC
669
SYM Financial Corp
Indiana
$295K +$226K +479 New
SVWAG
670
Sound View Wealth Advisors Group
Georgia
$294K +$225K +477 New
MCM
671
Massar Capital Management
Connecticut
$293K +$224K +475 New
HI
672
Harbour Investments
Wisconsin
$293K +$48.5K +103 +28%
1WM
673
1900 Wealth Management
Texas
$291K +$222K +472 New
AIP
674
Avail Investment Partners
Pennsylvania
$291K +$222K +471 New
AI
675
Accredited Investors
Minnesota
$289K +$221K +469 New