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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
501
Kestra Advisory Services
Texas
$450K -$54.9K -126 -9%
SRL
502
Scientech Research LLC
New Jersey
$448K +$529K +1,214 New
Two Sigma Advisers
503
Two Sigma Advisers
New York
$443K -$87.2K -200 -14%
BTW
504
Boston Trust Walden
Massachusetts
$443K – – –
PGA
505
Portland Global Advisors
Maine
$443K – – –
OFP
506
OLIO Financial Planning
Virginia
$441K +$521K +1,196 New
XF
507
XML Financial
Maryland
$435K – – –
CWM
508
Connecticut Wealth Management
Connecticut
$424K – – –
SWP
509
Strategic Wealth Partners
Ohio
$424K +$97.7K +224 +24%
Vontobel Holding
510
Vontobel Holding
Switzerland
$420K +$97.2K +223 +24%
EI
511
Ellevest Inc
New York
$419K +$7.41K +17 +2%
AI
512
AdvisorShares Investments
Maryland
$416K – – –
PA
513
Profund Advisors
Maryland
$413K -$91.1K -209 -16%
ABC
514
Associated Banc-Corp
Wisconsin
$405K – – –
GFP
515
Gryphon Financial Partners
Ohio
$404K -$41K -94 -8%
CAG
516
Csenge Advisory Group
Florida
$399K +$58.9K +135 +14%
CPA
517
Cardiff Park Advisors
California
$393K +$872 +2 +0.2%
AWM
518
AE Wealth Management
Kansas
$393K +$220K +504 +90%
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$392K +$48.4K +111 +12%
WMWM
520
Wilkins Miller Wealth Management
Alabama
$390K +$461K +1,057 New
CCA
521
Checchi Capital Advisers
California
$389K -$1.31K -3 -0.3%
NAS
522
Nicolet Advisory Services
Wisconsin
$385K -$84.6K -194 -16%
SI
523
Stephens Inc
Arkansas
$383K +$34K +78 +8%
KIM
524
Kestra Investment Management
Texas
$383K +$453K +1,038 New
Rafferty Asset Management
525
Rafferty Asset Management
New York
$381K -$13.5K -31 -3%