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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
526
WR Wealth Planners
Missouri
$10.9K – – –
JWA
527
JFS Wealth Advisors
Pennsylvania
$10.9K +$1.88K +7 +20%
SS
528
Sunbelt Securities
Texas
$9.59K – – –
UB
529
UMB Bank
Missouri
$9.33K +$4.02K +15 +71%
EWM
530
Evermay Wealth Management
Virginia
$9.07K +$9.38K +35 New
CAM
531
Costello Asset Management
Pennsylvania
$9.07K +$9.38K +35 New
SWM
532
Spire Wealth Management
Virginia
$8.2K – – –
ADL
533
Asset Dedication LLC
California
$8K – – –
SFG
534
Steward Financial Group
Texas
$8K +$8.31K +31 New
GWS
535
Glassman Wealth Services
Virginia
$7.78K – – –
SIC
536
Salem Investment Counselors
North Carolina
$7K – – –
LC
537
Lindbrook Capital
California
$6.74K +$268 +1 +4%
CWP
538
Concord Wealth Partners
Virginia
$6.48K – – –
KFI
539
Key Financial Inc
Pennsylvania
$6.48K – – –
HI
540
Harbour Investments
Wisconsin
$6.22K +$536 +2 +9%
GM
541
GeoWealth Management
Illinois
$6K +$6.43K +24 New
WTG
542
West Tower Group
Virginia
$5.7K +$5.9K +22 New
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$5.44K -$268 -1 -5%
CA
544
Clearstead Advisors
Ohio
$4.41K +$4.56K +17 New
NS
545
NBC Securities
Alabama
$4K +$5.09K +19 New
MAM
546
Magellan Asset Management
Australia
$3.89K – – –
AF
547
Advisornet Financial
Minnesota
$3.89K +$268 +1 +7%
CFB
548
Cullen/Frost Bankers
Texas
$3.63K – – –
SIC
549
SJS Investment Consulting
Ohio
$3.37K +$536 +2 +18%
RTL
550
Red Tortoise LLC
Georgia
$3.11K – – –
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