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Carpenter Technology
CRS

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$12.2K -$1.09K -3 -9%
GSEP
652
Golden State Equity Partners
California
$11.4K +$10.6K +29 New
HNW
653
High Note Wealth
Minnesota
$10.6K +$364 +1 +4%
AWM
654
Activest Wealth Management
Florida
$9.85K – – –
PWA
655
Physician Wealth Advisors
Utah
$9.67K – – –
JWM
656
JPL Wealth Management
Colorado
$9.07K +$8.38K +23 New
SVCP
657
Silicon Valley Capital Partners
California
$8.28K +$7.65K +21 New
BFS
658
Bare Financial Services
Pennsylvania
$7.49K -$1.82K -5 -21%
BIA
659
Bell Investment Advisors
California
$7.09K -$4.37K -12 -40%
WA
660
WPG Advisers
Maryland
$7.09K +$3.64K +10 +125%
CBT
661
Crews Bank & Trust
Florida
$6.7K +$6.19K +17 New
AUB
662
Atlantic Union Bankshares
Virginia
$6.31K +$4.74K +13 +433%
SIS
663
Sound Income Strategies
Florida
$6.07K – – –
S
664
Sachetta
Massachusetts
$5.91K +$5.46K +15 New
DPW
665
DiNuzzo Private Wealth
Pennsylvania
$5.12K – – –
AGWCA
666
Annis Gardner Whiting Capital Advisors
Florida
$4.73K – – –
BHWM
667
Bay Harbor Wealth Management
Maryland
$4.73K +$1.82K +5 +71%
CT
668
Colonial Trust
South Carolina
$4.03K -$1.46K -4 -29%
BBHC
669
Brown Brothers Harriman & Co
New York
$3.94K – – –
WIM
670
Westside Investment Management
California
$3.94K – – –
TLFA
671
True Link Financial Advisors
California
$3.94K +$3.64K +10 New
WSFG
672
Wall Street Financial Group
Illinois
$3.94K +$3.64K +10 New
MAM
673
Marquette Asset Management
Minnesota
$2.76K – – –
RWM
674
Rialto Wealth Management
New York
$2.76K +$364 +1 +17%
TSMHT
675
Thurston Springer Miller Herd & Titak
Indiana
$2.76K – – –
25 26
27
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