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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
476
TCI Wealth Advisors
Arizona
$8K – – –
GWS
477
Glassman Wealth Services
Virginia
$7K – – –
UB
478
UMB Bank
Missouri
$7K – – –
CWP
479
Concord Wealth Partners
Virginia
$6K – – –
PCG
480
Private Capital Group
Connecticut
$6K – – –
ZIG
481
Zullo Investment Group
Pennsylvania
$6K – – –
SC
482
Schubert & Co
Texas
$6K +$3.74K +15 +125%
TAIM
483
TD Ameritrade Investment Management
Nebraska
$5K -$105K -423 -95%
WTA
484
Washington Trust Advisors
Massachusetts
$5K -$1.49K -6 -21%
TFP
485
Tilia Fiduciary Partners
North Carolina
$5K – – –
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.25K +5 +33%
SFG
487
Steward Financial Group
Texas
$5K +$5.98K +24 New
Loomis, Sayles & Company
488
Loomis, Sayles & Company
Massachusetts
$4K +$747 +3 +25%
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$249 -1 -7%
FA
490
Financial Avengers
California
$3K – – –
IA
491
IFP Advisors
Florida
$3K – – –
DI
492
Disciplined Investments
Oklahoma
$3K +$498 +2 +18%
AF
493
Advisornet Financial
Minnesota
$3K +$2.99K +12 New
JWM
494
Janiczek Wealth Management
Colorado
$2K – – –
BIA
495
Bell Investment Advisors
California
$2K +$2.49K +10 New
SWA
496
Sutton Wealth Advisors
Florida
$1.67K – – –
VCM
497
Versant Capital Management
Arizona
$1K – – –
GRP
498
Global Retirement Partners
California
$1K +$249 +1 +25%
LC
499
Lindbrook Capital
California
$1K +$249 +1 +20%
CC
500
Cartenna Capital
Connecticut
– -$19.1M -77,500 Closed