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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
551
Schechter Investment Advisors
Michigan
$332K -$11.8K -27 -3%
FFM
552
Forum Financial Management
Illinois
$330K +$1.31K +3 +0.3%
OWA
553
One Wealth Advisors
California
$326K +$143K +329 +59%
CL
554
Choreo LLC
Illinois
$325K -$148K -339 -28%
SFG
555
Sunburst Financial Group
Alabama
$325K -$4.79K -11 -1%
IWM
556
Inlight Wealth Management
Georgia
$320K +$378K +868 New
GC
557
Guggenheim Capital
Illinois
$317K -$1.17M -2,679 -76%
SFI
558
Siemens Fonds Invest
Germany
$316K +$89.8K +206 +32%
LFA
559
LifeGuide Financial Advisors
Pennsylvania
$311K -$170K -391 -32%
SC
560
Scotia Capital
Ontario, Canada
$311K -$182K -417 -33%
T. Rowe Price Investment Management
561
T. Rowe Price Investment Management
Maryland
$308K -$22.7K -52 -6%
SSB
562
Sandy Spring Bank
Maryland
$308K -$10.9K -25 -3%
S
563
SignatureFD
Georgia
$305K -$436 -1 -0.1%
AIA
564
Allied Investment Advisors
Montana
$302K – – –
BCI
565
Brinker Capital Investments
Pennsylvania
$298K -$303K -694 -46%
OPS
566
Orion Portfolio Solutions
Nebraska
$298K -$303K -694 -46%
Wealthfront Advisers
567
Wealthfront Advisers
California
$297K +$1.31K +3 +0.4%
IQI
568
Integrated Quantitative Investments
Washington
$297K +$351K +805 New
Wolverine Trading
569
Wolverine Trading
Illinois
$295K +$349K +801 New
TA
570
TrueWealth Advisors
Alabama
$295K – – –
ECM
571
Everence Capital Management
Indiana
$295K +$349K +800 New
CG
572
Cynosure Group
Utah
$292K -$19.2K -44 -5%
GWANC
573
Guardian Wealth Advisors (North Carolina)
North Carolina
$292K – – –
TWM
574
Tradition Wealth Management
Minnesota
$291K -$14.8K -34 -4%
CA
575
Clearstead Advisors
Ohio
$290K +$4.79K +11 +1%