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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$12.2K +$973 +4 +8%
ST
502
Smithfield Trust
Pennsylvania
$12K – – –
SSB
503
Sandy Spring Bank
Maryland
$11.4K – – –
NSIM
504
North Star Investment Management
Illinois
$11.3K -$4.13K -17 -25%
LFG
505
Larson Financial Group
Missouri
$9.95K – – –
PWMG
506
Prestige Wealth Management Group
New Jersey
$9.72K – – –
WWP
507
WR Wealth Planners
Missouri
$9.04K +$9.73K +40 New
SS
508
Sunbelt Securities
Texas
$8.27K +$9K +37 New
JWA
509
JFS Wealth Advisors
Pennsylvania
$8.14K -$3.4K -14 -28%
TWA
510
TCI Wealth Advisors
Arizona
$8.14K +$243 +1 +3%
GWS
511
Glassman Wealth Services
Virginia
$7.69K -$486 -2 -6%
ADL
512
Asset Dedication LLC
California
$7K – – –
CIA
513
Cape Investment Advisory
Georgia
$6.78K +$7.29K +30 New
AF
514
Allworth Financial
California
$6.56K +$2.43K +10 +53%
SIC
515
Salem Investment Counselors
North Carolina
$6.1K +$6.57K +27 New
CFO
516
CVA Family Office
Colorado
$5.65K -$6.08K -25 -50%
CWP
517
Concord Wealth Partners
Virginia
$5.65K – – –
OLVIG
518
Oliver Lagore Vanvalin Investment Group
Michigan
$5.65K – – –
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$5.43K – – –
HI
520
Harbour Investments
Wisconsin
$4.97K – – –
UB
521
UMB Bank
Missouri
$4.75K – – –
SC
522
Schubert & Co
Texas
$4.52K +$1.22K +5 +33%
WTA
523
Washington Trust Advisors
Massachusetts
$3.84K -$486 -2 -11%
MAM
524
Magellan Asset Management
Australia
$3.39K +$3.65K +15 New
AF
525
Advisornet Financial
Minnesota
$3.17K +$973 +4 +40%
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