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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
501
Centerpoint Advisors
Massachusetts
$14K +$2.43K +10 +19%
EWA
502
EverSource Wealth Advisors
Alabama
$12.2K +$973 +4 +8%
ST
503
Smithfield Trust
Pennsylvania
$12K – – –
SSB
504
Sandy Spring Bank
Maryland
$11.4K – – –
NSIM
505
North Star Investment Management
Illinois
$11.3K -$4.13K -17 -25%
LFG
506
Larson Financial Group
Missouri
$9.95K – – –
PWMG
507
Prestige Wealth Management Group
New Jersey
$9.72K – – –
WWP
508
WR Wealth Planners
Missouri
$9.04K +$9.73K +40 New
SS
509
Sunbelt Securities
Texas
$8.27K +$9K +37 New
JWA
510
JFS Wealth Advisors
Pennsylvania
$8.14K -$3.4K -14 -28%
TWA
511
TCI Wealth Advisors
Arizona
$8.14K +$243 +1 +3%
GWS
512
Glassman Wealth Services
Virginia
$7.69K -$486 -2 -6%
ADL
513
Asset Dedication LLC
California
$7K – – –
CIA
514
Cape Investment Advisory
Georgia
$6.78K +$7.29K +30 New
AF
515
Allworth Financial
California
$6.56K +$2.43K +10 +53%
SIC
516
Salem Investment Counselors
North Carolina
$6.1K +$6.57K +27 New
CFO
517
CVA Family Office
Colorado
$5.65K -$6.08K -25 -50%
CWP
518
Concord Wealth Partners
Virginia
$5.65K – – –
OLVIG
519
Oliver Lagore Vanvalin Investment Group
Michigan
$5.65K – – –
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$5.43K – – –
HI
521
Harbour Investments
Wisconsin
$4.97K – – –
UB
522
UMB Bank
Missouri
$4.75K – – –
SC
523
Schubert & Co
Texas
$4.52K +$1.22K +5 +33%
WTA
524
Washington Trust Advisors
Massachusetts
$3.84K -$486 -2 -11%
MAM
525
Magellan Asset Management
Australia
$3.39K +$3.65K +15 New
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