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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
451
EverSource Wealth Advisors
Alabama
$12K
TCM
452
Tradewinds Capital Management
Washington
$12K
CFO
453
CVA Family Office
Colorado
$12K +$7.03K +30 +150%
FPB
454
First PREMIER Bank
South Dakota
$11K -$7.03K -30 -40%
PWMG
455
Prestige Wealth Management Group
New Jersey
$11K
WWM
456
Wolff Wiese Magana
California
$9K -$703 -3 -8%
TWA
457
TCI Wealth Advisors
Arizona
$9K
JWA
458
JFS Wealth Advisors
Pennsylvania
$9K +$4.92K +21 +131%
ADL
459
Asset Dedication LLC
California
$8K
CFD
460
Creative Financial Designs
Indiana
$8K
GWS
461
Glassman Wealth Services
Virginia
$7K
UB
462
UMB Bank
Missouri
$7K
WTA
463
Washington Trust Advisors
Massachusetts
$7K
PCG
464
Private Capital Group
Connecticut
$7K +$703 +3 +13%
CWP
465
Concord Wealth Partners
Virginia
$6K
ZIG
466
Zullo Investment Group
Pennsylvania
$6K
TFP
467
Tilia Fiduciary Partners
North Carolina
$5K
CI
468
Cordant Inc
Oregon
$5K +$4.92K +21 New
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$4.27K
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$4K +$1.64K +7 +88%
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.52K +15 New
FA
472
Financial Avengers
California
$3K
SC
473
Schubert & Co
Texas
$3K +$469 +2 +20%
IA
474
IFP Advisors
Florida
$3K +$1.41K +6 +100%
DI
475
Disciplined Investments
Oklahoma
$3K +$2.58K +11 New