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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
526
J.W. Cole Advisors
Florida
$333K -$27.8K -73 -7%
ECM
527
Everence Capital Management
Indiana
$331K -$116K -303 -23%
PA
528
Profund Advisors
Maryland
$329K -$381 -1 -0.1%
VWM
529
Venturi Wealth Management
Texas
$320K -$38.1K -100 -9%
IWM
530
Inlight Wealth Management
Georgia
$320K – – –
RCA
531
Resonant Capital Advisors
Wisconsin
$318K -$11.4K -30 -3%
SFI
532
Siemens Fonds Invest
Germany
$318K -$1.91K -5 -0.5%
RP
533
Rice Partnership
Hawaii
$317K – – –
WMWM
534
Wilkins Miller Wealth Management
Alabama
$316K -$37K -97 -9%
Focus Partners Wealth
535
Focus Partners Wealth
Massachusetts
$312K -$104K -274 -20%
FFP
536
FourThought Financial Partners
Florida
$309K +$25.2K +66 +8%
GCM
537
Greenland Capital Management
New York
$307K +$355K +932 New
BWM
538
BKM Wealth Management
Wisconsin
$305K -$4.19K -11 -1%
O
539
Ossiam
France
$305K +$39.6K +104 +13%
RT
540
Rockland Trust
Massachusetts
$298K +$2.67K +7 +0.8%
CNBOF
541
City National Bank of Florida
Florida
$298K +$3.81K +10 +1%
TNB
542
Thomasville National Bank
Georgia
$296K +$343K +900 New
FFM
543
Forum Financial Management
Illinois
$295K – – –
BPA
544
Beacon Pointe Advisors
California
$293K +$340K +891 New
National Bank of Canada
545
National Bank of Canada
Quebec, Canada
$291K -$50.7K -133 -13%
Jones Financial Companies
546
Jones Financial Companies
Missouri
$290K +$40.8K +107 +14%
WDA
547
Wendell David Associates
New Hampshire
$290K +$336K +881 New
BMCM
548
Bryn Mawr Capital Management
Pennsylvania
$285K -$59.9K -157 -15%
AUB
549
Atlantic Union Bankshares
Virginia
$278K – – –
MM
550
MQS Management
New York
$276K -$223K -586 -41%