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Carriage Services

Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$15K
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7K +$3.18K +135 +46%
SPIA
103
Steward Partners Investment Advisory
New York
$10.2K +$9.6K +408 New
QCG
104
Quadrant Capital Group
Ohio
$7.73K -$7.42K -315 -50%
IA
105
IFP Advisors
Florida
$6.75K
SIC
106
Salem Investment Counselors
North Carolina
$6.2K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$5.09K -$18.9K -803 -80%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$5K -$29.2K -1,239 -86%
ACM
109
Aquatic Capital Management
Illinois
$3K -$61.2K -2,600 -96%
PCM
110
Perritt Capital Management
Illinois
$2.51K
NECFA
111
New England Capital Financial Advisors
Connecticut
$768
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$525
FFA
113
Farther Finance Advisors
California
$500 -$259 -11 -35%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$325 -$895 -38 -75%
FAM
115
Fenimore Asset Management
New York
-$4.84M -171,337 Closed
Allspring Global Investments
116
Allspring Global Investments
North Carolina
-$3.04M -107,721 Closed
Walleye Capital
117
Walleye Capital
New York
-$2.32M -82,085 Closed
CIA
118
Capital Impact Advisors
Massachusetts
-$777K -27,519 Closed
SMH
119
Sanders Morris Harris
Texas
-$757K -26,790 Closed
SC
120
Skylands Capital
Wisconsin
-$613K -21,700 Closed
DC
121
Diametric Capital
Massachusetts
-$565K -20,000 Closed
SCP
122
Seizert Capital Partners
Michigan
-$484K -17,119 Closed
SC
123
Saltoro Capital
Texas
-$477K -16,898 Closed
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
-$378K -11,902 Closed
Wolverine Trading
125
Wolverine Trading
Illinois
-$265K -11,266 Closed