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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
$347K – – –
SIA
477
Schechter Investment Advisors
Michigan
$345K – – –
TPI
478
Trust Point Inc
Wisconsin
$345K +$5.09K +15 +2%
A
479
AlphaQuest
New York
$342K -$19K -56 -6%
CG
480
Cynosure Group
Utah
$340K +$295K +868 New
AFG
481
Allegheny Financial Group
Pennsylvania
$336K +$3.05K +9 +1%
FCBT
482
First Citizens Bank & Trust
North Carolina
$334K +$289K +852 New
FSA
483
Franklin Street Advisors
North Carolina
$333K – – –
ACA
484
Aptus Capital Advisors
Alabama
$331K +$6.11K +18 +2%
Wealthfront Advisers
485
Wealthfront Advisers
California
$325K -$19.7K -58 -7%
TWM
486
Tradition Wealth Management
Minnesota
$322K +$339 +1 +0.1%
AIA
487
Allied Investment Advisors
Montana
$321K – – –
MFG
488
Merit Financial Group
Georgia
$321K +$273K +805 New
WS
489
Wedbush Securities
California
$317K – – –
UFF
490
USA Financial Formulas
Michigan
$315K +$272K +803 New
TA
491
TrueWealth Advisors
Alabama
$313K – – –
ACM
492
Aquatic Capital Management
Illinois
$313K +$271K +800 New
GWANC
493
Guardian Wealth Advisors (North Carolina)
North Carolina
$310K – – –
FTDI
494
First Trust Direct Indexing
Massachusetts
$308K +$13.9K +41 +6%
Acadian Asset Management
495
Acadian Asset Management
Massachusetts
$306K – – –
CI Investments Inc
496
CI Investments Inc
Ontario, Canada
$306K +$31.9K +94 +14%
TCM
497
Traynor Capital Management
Pennsylvania
$303K – – –
CAL
498
Capital Advisors Ltd
Ohio
$302K +$339 +1 +0.1%
FDCDDQ
499
Federation des caisses Desjardins du Quebec
Quebec, Canada
$292K -$46.5K -137 -14%
EWM
500
Evercore Wealth Management
New York
$288K – – –