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Carpenter Technology

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$306K +$95K +1,451 +51%
BSW
202
Buckingham Strategic Wealth
Missouri
$306K +$65 +1 +0%
CAN
203
Cetera Advisor Networks
California
$305K +$15.5K +237 +6%
BFWM
204
Bright Futures Wealth Management
New York
$303K +$185K +2,833 New
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$284K -$407K -6,212 -61%
MM
206
MQS Management
New York
$281K +$43.3K +661 +20%
WI
207
WrapManager Inc
California
$278K -$7.13K -109 -3%
I
208
InceptionR
California
$275K +$65.1K +994 +35%
CWM
209
Compass Wealth Management
Connecticut
$268K -$39.3K -600 -14%
CGH
210
Crossmark Global Holdings
Texas
$253K +$3.73K +57 +2%
SAM
211
Shell Asset Management
Netherlands
$251K -$14.5K -222 -9%
NGA
212
Naples Global Advisors
Florida
$250K
Lido Advisors
213
Lido Advisors
California
$246K +$20.9K +320 +10%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$245K -$36.4K -556 -14%
ECM
215
Evergreen Capital Management
Washington
$239K -$12.4K -189 -5%
AT
216
American Trust
Kentucky
$239K -$4.25K -65 -2%
ECM
217
ExodusPoint Capital Management
New York
$233K -$636K -9,721 -75%
Vanguard Personalized Indexing Management
218
Vanguard Personalized Indexing Management
California
$221K +$2.55K +39 +1%
ONB
219
Old National Bancorp
Indiana
$218K -$26.8K -409 -12%
PIM
220
Penobscot Investment Management
Massachusetts
$214K
TI
221
Tidal Investments
Wisconsin
$213K -$119K -1,815 -38%
X
222
Xponance
Pennsylvania
$212K +$589 +9 +0.3%
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$211K
CIP
224
Cornerstone Investment Partners
Georgia
$209K
JIC
225
Johnson Investment Counsel
Ohio
$207K +$190K +2,899 New