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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
276
JP Morgan Private Wealth Advisors
California
$232K -$46.4K -459 -16%
VFA
277
Voya Financial Advisors
Connecticut
$228K
OFS
278
Orrstown Financial Services
Pennsylvania
$221K -$70.8K -700 -23%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$206K
Fayez Sarofim & Co
280
Fayez Sarofim & Co
Texas
$204K
Balyasny Asset Management
281
Balyasny Asset Management
Illinois
$201K -$1.73M -17,094 -89%
MCM
282
McKinley Capital Management
Alaska
$191K
GH
283
GAM Holding
Switzerland
$183K
Creative Planning
284
Creative Planning
Kansas
$177K +$15.2K +150 +9%
OMCS
285
Old Mutual Customised Solutions
South Africa
$172K +$152K +1,500 +500%
CAW
286
Cornerstone Advisors (Washington)
Washington
$166K
EWM
287
Evercore Wealth Management
New York
$129K -$42.5K -420 -24%
NFG
288
Next Financial Group
Texas
$104K +$31.1K +308 +39%
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$102K
WTB
290
Washington Trust Bank
Washington
$95K
IA
291
IFP Advisors
Florida
$81K +$2.22K +22 +3%
QCG
292
Quadrant Capital Group
Ohio
$78K -$16.5K -163 -16%
GT
293
Glenmede Trust
Pennsylvania
$78K
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$75K
PCM
295
Prelude Capital Management
New York
$70K +$33.7K +333 +83%
FPFS
296
First Personal Financial Services
North Carolina
$68K +$1.92K +19 +3%
DSN
297
D. Scott Neal
Kentucky
$67K
CPIG
298
Chicago Partners Investment Group
Illinois
$67K +$65.7K +650 New
GWM
299
Geneos Wealth Management
Colorado
$66K
IDBONY
300
Israel Discount Bank of New York
New York
$53K -$1.52K -15 -3%