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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Petrus Trust Company
Texas
$379K +$414K +1,609 New
LFA
402
LifeGuide Financial Advisors
Pennsylvania
$378K -$257 -1 -0.1%
BHCM
403
Boulder Hill Capital Management
New York
$377K +$412K +1,600 New
SPA
404
Sherbrooke Park Advisers
New York
$377K +$412K +1,600 New
VV
405
Verity & Verity
South Carolina
$377K +$412K +1,600 New
API
406
Advisor Partners II
California
$374K +$61K +237 +18%
CFA
407
Camarda Financial Advisors
Florida
$374K +$409K +1,588 New
AWCI
408
Alpine Woods Capital Investors
New York
$370K – – –
KeyBank National Association
409
KeyBank National Association
Ohio
$369K +$4.37K +17 +1%
CB
410
Commerce Bank
Missouri
$365K +$2.06K +8 +0.5%
BIP
411
Blueprint Investment Partners
North Carolina
$359K +$392K +1,523 New
EWM
412
Endurance Wealth Management
Rhode Island
$350K -$10.3K -40 -3%
MML Investors Services
413
MML Investors Services
Massachusetts
$348K -$116K -449 -23%
MWM
414
Meridian Wealth Management
Kentucky
$347K +$6.43K +25 +2%
DI
415
DFPG Investments
Utah
$344K +$359K +1,396 New
FNBT
416
FineMark National Bank & Trust
Florida
$339K – – –
OTL
417
Oak Thistle LLC
New York
$337K +$368K +1,430 New
CT
418
Colonial Trust
South Carolina
$333K -$206K -800 -36%
PG
419
Patten Group
Tennessee
$325K +$40.7K +158 +13%
RMCM
420
Reynders McVeigh Capital Management
Massachusetts
$321K – – –
MPCG
421
Matrix Private Capital Group
New York
$320K -$24.2K -94 -6%
JF
422
Jump Financial
Illinois
$311K -$2.8M -10,881 -89%
CIBC Asset Management
423
CIBC Asset Management
Ontario, Canada
$305K -$151K -585 -31%
FA
424
FDx Advisors
Illinois
$300K -$217K -842 -40%
STA
425
Summit Trail Advisors
New York
$287K +$13.6K +53 +5%