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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
GP
401
Geneva Partners
Wisconsin
$533K +$545K +1,901 New
GTCM
402
Gyon Technologies Capital Management
New Jersey
$529K -$99.7K -348 -16%
CIBC Asset Management
403
CIBC Asset Management
Ontario, Canada
$527K – – –
JF
404
JSF Financial
California
$527K +$539K +1,881 New
PA
405
Profund Advisors
Maryland
$526K -$3.15K -11 -0.6%
VAS
406
Vestmark Advisory Solutions
Massachusetts
$526K +$228K +797 +74%
FF
407
FourThought Financial
Florida
$522K +$140K +487 +35%
BIM
408
Bridgecreek Investment Management
Oklahoma
$519K – – –
CTC
409
Central Trust Company
Missouri
$509K -$31K -108 -6%
OA
410
Oak Associates
Ohio
$509K – – –
PCM
411
Perritt Capital Management
Illinois
$500K -$1.43K -5 -0.3%
PP
412
Patron Partners
Texas
$495K +$9.17K +32 +2%
SWM
413
Sendero Wealth Management
Texas
$484K -$1.09M -3,816 -69%
SC
414
Sonen Capital
California
$474K -$424K -1,481 -47%
DC
415
Diametric Capital
Massachusetts
$470K +$480K +1,675 New
LFA
416
LifeGuide Financial Advisors
Pennsylvania
$450K +$122K +424 +36%
BMSSC
417
B. Metzler seel. Sohn & Co
Germany
$444K +$454K +1,585 New
AWCI
418
Alpine Woods Capital Investors
New York
$440K -$8.6K -30 -2%
KeyBank National Association
419
KeyBank National Association
Ohio
$435K – – –
CB
420
Commerce Bank
Missouri
$432K +$4.87K +17 +1%
EWM
421
Endurance Wealth Management
Rhode Island
$428K – – –
RFM
422
Royal Fund Management
Florida
$407K -$372K -1,299 -47%
MPCG
423
Matrix Private Capital Group
New York
$407K +$11.2K +39 +3%
MWM
424
Meridian Wealth Management
Kentucky
$406K -$52.7K -184 -11%
GWANC
425
Guardian Wealth Advisors (North Carolina)
North Carolina
$405K +$20.3K +71 +5%