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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
301
Tributary Capital Management
Nebraska
$39K +$41.1K +375 New
SWP
302
Stratos Wealth Partners
Ohio
$38K – – –
FANJ
303
Financial Architects (New Jersey)
New Jersey
$37K -$6.91K -63 -15%
FPFS
304
First Personal Financial Services
North Carolina
$31K -$45.2K -412 -58%
FHA
305
First Horizon Advisors
Tennessee
$31K +$19.4K +177 +125%
FCM
306
Frontier Capital Management
Massachusetts
$28K +$28.9K +264 New
S
307
SignatureFD
Georgia
$28K +$29.1K +265 New
OWA
308
One Wealth Advisors
California
$25K -$1.64K -15 -6%
CB
309
Community Bank
New York
$23K – – –
MPPLM
310
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$22K +$110 +1 +0.5%
TF
311
Tompkins Financial
New York
$22K +$23.6K +215 New
GT
312
Glenmede Trust
Pennsylvania
$19K – – –
SF
313
Synovus Financial
Georgia
$19K +$20K +182 New
LNB
314
Ledyard National Bank
$17K – – –
DSC
315
Duncker Streett & Co
Missouri
$16K – – –
GAM
316
Gemmer Asset Management
California
$15K – – –
IUHSA
317
Itau Unibanco Holding S.A.
Brazil
$15K +$16.1K +147 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
DAM
319
Delta Asset Management
Tennessee
$10K – – –
GAM
320
Guinness Asset Management
United Kingdom
$10K – – –
RFC
321
Regions Financial Corp
Alabama
$10K – – –
APP
322
Avantax Planning Partners
Iowa
$8K +$8.11K +74 New
GEA
323
Glen Eagle Advisors
New Jersey
$7.93K – – –
PCM
324
Prelude Capital Management
New York
$7K +$7.34K +67 New
VCM
325
Vigilant Capital Management
Maine
$7K +$7.34K +67 New
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