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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$12K +$11.5K +50 New
PWMG
452
Prestige Wealth Management Group
New Jersey
$11K – – –
WWM
453
Wolff Wiese Magana
California
$10K – – –
PA
454
Parallel Advisors
California
$10K +$1.38K +6 +18%
Amundi
455
Amundi
France
$10K +$9.88K +43 New
TWA
456
TCI Wealth Advisors
Arizona
$9K – – –
ADL
457
Asset Dedication LLC
California
$8K – – –
CFD
458
Creative Financial Designs
Indiana
$8K – – –
GWS
459
Glassman Wealth Services
Virginia
$7K – – –
ZB
460
Zions Bancorporation
Utah
$7K – – –
UB
461
UMB Bank
Missouri
$7K +$6.43K +28 New
WTA
462
Washington Trust Advisors
Massachusetts
$7K +$6.43K +28 New
CWP
463
Concord Wealth Partners
Virginia
$6K – – –
PCG
464
Private Capital Group
Connecticut
$6K – – –
ZIG
465
Zullo Investment Group
Pennsylvania
$6K +$5.51K +24 New
NFG
466
Next Financial Group
Texas
$5K – – –
CFO
467
CVA Family Office
Colorado
$5K +$4.59K +20 New
TFP
468
Tilia Fiduciary Partners
North Carolina
$5K +$4.59K +20 New
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$4.3K -$230K -1,000 -98%
EWM
470
Edge Wealth Management
New York
$4K – – –
JWA
471
JFS Wealth Advisors
Pennsylvania
$4K +$3.67K +16 New
FA
472
Financial Avengers
California
$3K – – –
BIA
473
Bell Investment Advisors
California
$2K – – –
JWM
474
Janiczek Wealth Management
Colorado
$2K – – –
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$2K – – –