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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
401
FDx Advisors
Illinois
$300K – – –
YIH
402
Y-Intercept (HK)
Hong Kong
$299K -$912K -3,752 -74%
V
403
Veritable
Delaware
$299K +$35.3K +145 +12%
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$298K +$321K +1,319 New
ACM
405
Acrisure Capital Management
Texas
$293K +$39.6K +163 +14%
AA
406
ALPS Advisors
Colorado
$292K +$60.5K +249 +24%
KAS
407
Kestra Advisory Services
Texas
$291K -$214K -880 -41%
FNBT
408
FineMark National Bank & Trust
Florida
$277K -$52.3K -215 -15%
DC
409
Diametric Capital
Massachusetts
$276K -$630K -2,592 -68%
CAM
410
Cresset Asset Management
Illinois
$274K +$295K +1,212 New
NW
411
NewEdge Wealth
Pennsylvania
$272K +$48.6K +200 +20%
CCA
412
Checchi Capital Advisers
California
$272K -$3.4K -14 -1%
BTW
413
Boston Trust Walden
Massachusetts
$271K – – –
CWM
414
Connecticut Wealth Management
Connecticut
$271K – – –
NC
415
NinePointTwo Capital
California
$263K +$284K +1,166 New
MPCG
416
Matrix Private Capital Group
New York
$260K -$49.8K -205 -15%
BAM
417
Belpointe Asset Management
Nevada
$259K +$227K +935 +441%
SC
418
Sonen Capital
California
$257K -$120K -494 -30%
TA
419
TFG Advisers
Michigan
$255K +$7.54K +31 +3%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$254K +$51.1K +210 +23%
TMAM
421
Tokio Marine Asset Management
Japan
$253K +$273K +1,121 New
SWS
422
SYSTM Wealth Solutions
Illinois
$249K +$6.81K +28 +3%
BBHC
423
Brown Brothers Harriman & Co
New York
$244K – – –
XF
424
XML Financial
Maryland
$244K – – –
AP
425
Appleton Partners
Massachusetts
$240K – – –
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