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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
551
Smithfield Trust
Pennsylvania
$17K – – –
FFA
552
Frazier Financial Advisors
Ohio
$16.9K +$14.9K +54 New
NSIM
553
North Star Investment Management
Illinois
$15.6K – – –
LFG
554
Larson Financial Group
Missouri
$13.7K – – –
PWMG
555
Prestige Wealth Management Group
New Jersey
$13.4K – – –
JWA
556
JFS Wealth Advisors
Pennsylvania
$13.4K +$275 +1 +2%
SS
557
Sunbelt Securities
Texas
$11.6K – – –
KWAG
558
Kiely Wealth Advisory Group
North Carolina
$11.5K +$10.2K +37 New
RIM
559
Rakuten Investment Management
Japan
$11.3K +$9.91K +36 New
EWM
560
Evermay Wealth Management
Virginia
$10.9K – – –
CAM
561
Costello Asset Management
Pennsylvania
$10.9K – – –
KI
562
Kapitalo Investimentos
Brazil
$10.9K +$9.64K +35 New
ADL
563
Asset Dedication LLC
California
$10K – – –
GWS
564
Glassman Wealth Services
Virginia
$9.37K – – –
SIC
565
Salem Investment Counselors
North Carolina
$8.44K – – –
KFI
566
Key Financial Inc
Pennsylvania
$7.81K – – –
S
567
Sachetta
Massachusetts
$7.81K +$6.88K +25 New
HI
568
Harbour Investments
Wisconsin
$7.5K – – –
AF
569
Advisornet Financial
Minnesota
$7.19K +$2.2K +8 +53%
PS
570
Planned Solutions
California
$7.19K +$6.33K +23 New
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$6.56K – – –
IUHSA
572
Itau Unibanco Holding S.A.
Brazil
$6.25K -$6.61K -24 -55%
CFO
573
CVA Family Office
Colorado
$6.25K +$5.51K +20 New
SIS
574
Sound Income Strategies
Florida
$5.31K +$4.68K +17 New
TCWA
575
Turtle Creek Wealth Advisors
Texas
$5.31K +$4.68K +17 New
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