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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
KC
476
Kepler Cheuvreux
$483K +$527K +1,449 New
UWS
477
Unique Wealth Strategies
Illinois
$483K +$527K +1,447 New
SWM
478
Shakespeare Wealth Management
Wisconsin
$482K – – –
LAM
479
L2 Asset Management
Massachusetts
$482K +$72.4K +199 +16%
YDMI
480
Y.D. More Investments
Israel
$471K +$514K +1,411 New
NWAG
481
Net Worth Advisory Group
Utah
$469K +$24K +66 +5%
DWM
482
Dakota Wealth Management
Florida
$465K +$206K +567 +69%
SCM
483
Shelton Capital Management
Colorado
$459K – – –
AO
484
Advisor OS
Illinois
$458K -$91K -250 -15%
RP
485
Riverwater Partners
Wisconsin
$457K -$7.64K -21 -2%
MWM
486
Meridian Wealth Management
Kentucky
$452K – – –
PS
487
Principal Securities
Iowa
$449K +$490K +1,346 New
ECM
488
Evergreen Capital Management
Washington
$447K +$138K +378 +39%
NB
489
Nicolet Bankshares
Wisconsin
$446K +$484K +1,331 New
DIA
490
Dana Investment Advisors
Wisconsin
$444K +$16.7K +46 +4%
TRCT
491
Tower Research Capital (TRC)
New York
$441K -$416K -1,143 -46%
HFS
492
Hantz Financial Services
Michigan
$441K +$119K +327 +33%
BMSSC
493
B. Metzler seel. Sohn & Co
Germany
$440K – – –
National Bank of Canada
494
National Bank of Canada
Quebec, Canada
$438K -$32.4K -89 -6%
EB
495
Eastern Bank
Massachusetts
$434K – – –
CIP
496
Cornerstone Investment Partners
Georgia
$431K +$18.9K +52 +4%
AWM
497
AE Wealth Management
Kansas
$424K -$407K -1,117 -47%
MIA
498
MeadowBrook Investment Advisors
Michigan
$423K – – –
EWA
499
EP Wealth Advisors
California
$422K +$192K +528 +72%
OWA
500
One Wealth Advisors
California
$422K +$186K +510 +68%