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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$307K +$281K +4,300 New
Creative Planning
202
Creative Planning
Kansas
$306K +$95K +1,451 +51%
BSW
203
Buckingham Strategic Wealth
Missouri
$306K +$65 +1 +0%
CAN
204
Cetera Advisor Networks
California
$305K +$15.5K +237 +6%
BFWM
205
Bright Futures Wealth Management
New York
$303K +$185K +2,833 New
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$284K -$407K -6,212 -61%
MM
207
MQS Management
New York
$281K +$43.3K +661 +20%
WI
208
WrapManager Inc
California
$278K -$7.13K -109 -3%
I
209
InceptionR
California
$275K +$65.1K +994 +35%
CWM
210
Compass Wealth Management
Connecticut
$268K -$39.3K -600 -14%
CGH
211
Crossmark Global Holdings
Texas
$253K +$3.73K +57 +2%
SAM
212
Shell Asset Management
Netherlands
$251K -$14.5K -222 -9%
NGA
213
Naples Global Advisors
Florida
$250K – – –
Lido Advisors
214
Lido Advisors
California
$246K +$20.9K +320 +10%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$245K -$36.4K -556 -14%
ECM
216
Evergreen Capital Management
Washington
$239K -$12.4K -189 -5%
AT
217
American Trust
Kentucky
$239K -$4.25K -65 -2%
ECM
218
ExodusPoint Capital Management
New York
$233K -$636K -9,721 -75%
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$221K +$2.55K +39 +1%
ONB
220
Old National Bancorp
Indiana
$218K -$26.8K -409 -12%
PIM
221
Penobscot Investment Management
Massachusetts
$214K – – –
TI
222
Tidal Investments
Wisconsin
$213K -$119K -1,815 -38%
X
223
Xponance
Pennsylvania
$212K +$589 +9 +0.3%
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$211K – – –
CIP
225
Cornerstone Investment Partners
Georgia
$209K – – –