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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$29K – – –
Point72 Asset Management
202
Point72 Asset Management
Connecticut
$29K +$28.2K +600 New
RCAG
203
Rehmann Capital Advisory Group
Michigan
$25.9K -$21.7K -461 -46%
SFG
204
SevenBridge Financial Group
Pennsylvania
$24K +$4.71K +100 +25%
KTC
205
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
IUHSA
206
Itau Unibanco Holding S.A.
Brazil
$21K +$20.3K +431 New
NFG
207
Next Financial Group
Texas
$19K +$18.8K +400 +13,333%
QT
208
Quantamental Technologies
New York
$16K -$151K -3,199 -90%
CWA
209
Clarus Wealth Advisors
Arizona
$14K – – –
QCG
210
Quadrant Capital Group
Ohio
$14K – – –
GSWM
211
Golden State Wealth Management
California
$11K +$11.8K +250 New
APA
212
American Portfolios Advisors
New York
$10.7K +$10.5K +224 New
FIB
213
First Interstate Bank
Montana
$10K -$8.05K -171 -44%
GAM
214
Gemmer Asset Management
California
$10K – – –
PCG
215
Private Capital Group
Connecticut
$8K -$13.9K -295 -65%
LWM
216
Liberty Wealth Management
California
$7K +$47 +1 +0.7%
Toronto Dominion Bank
217
Toronto Dominion Bank
Ontario, Canada
$7K +$7.06K +150 New
HGWM
218
Harvest Group Wealth Management
Massachusetts
$6K – – –
HNB
219
Huntington National Bank
Ohio
$5K – – –
POIA
220
Pin Oak Investment Advisors
Texas
$5K – – –
MSFP
221
Mark Sheptoff Financial Planning
Connecticut
$5K +$4.71K +100 New
FGAM
222
Financial Gravity Asset Management
Texas
$4K +$989 +21 +31%
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$4K +$3.91K +83 New
TFO
224
Tarbox Family Office
California
$2K +$1.79K +38 New
S
225
SignatureFD
Georgia
$1K – – –