We are live on ! Find out more
CSL icon

Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$387K – – –
BBA
302
BLB&B Advisors
Pennsylvania
$383K – – –
GCC
303
Guardian Capital (Canada)
Ontario, Canada
$382K +$59.1K +421 +19%
Brown Advisory
304
Brown Advisory
Maryland
$369K – – –
AA
305
ALPS Advisors
Colorado
$366K +$353K +2,512 New
RMCM
306
Reynders McVeigh Capital Management
Massachusetts
$364K – – –
Creative Planning
307
Creative Planning
Kansas
$351K +$60.1K +428 +22%
GCA
308
Gideon Capital Advisors
New York
$349K +$337K +2,401 New
WIS
309
Wright Investors Service
Connecticut
$338K +$326K +2,324 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$337K – – –
OWA
311
One Wealth Advisors
California
$332K -$25.3K -180 -7%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$332K – – –
P
313
Pitcairn
Pennsylvania
$332K +$321K +2,285 New
PCM
314
Perritt Capital Management
Illinois
$329K -$21.1K -150 -6%
EL
315
Envoi LLC
Minnesota
$323K – – –
BOH
316
Bank of Hawaii
Hawaii
$311K -$83.6K -595 -22%
SWM
317
Shakespeare Wealth Management
Wisconsin
$301K – – –
PP
318
Pegasus Partners
Wisconsin
$299K -$790K -5,624 -73%
MFG
319
Magnus Financial Group
New York
$298K +$12.5K +89 +5%
CAW
320
Cornerstone Advisors (Washington)
Washington
$292K – – –
CDH
321
Charles D. Hyman
$291K – – –
MHIC
322
Marble Harbor Investment Counsel
Massachusetts
$291K – – –
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$290K -$29.6K -211 -10%
NFG
324
Nations Financial Group
Iowa
$288K +$266K +1,894 New
GT
325
Glenview Trust
Kentucky
$282K – – –