We are live on ! Find out more
CSL icon

Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
551
Allied Investment Advisors
Montana
$270K – – –
Wolverine Trading
552
Wolverine Trading
Illinois
$266K +$303K +795 New
SW
553
Simplicity Wealth
New Jersey
$263K -$41.2K -108 -12%
TA
554
TrueWealth Advisors
Alabama
$263K – – –
UM
555
UniSuper Management
Australia
$263K – – –
OF
556
Optimize Financial
California
$263K +$305K +799 New
TWM
557
Tradition Wealth Management
Minnesota
$262K +$381 +1 +0.1%
SWP
558
Strategic Wealth Partners
Ohio
$261K – – –
SWM
559
Spire Wealth Management
Virginia
$260K -$87.7K -230 -23%
SFG
560
Sunburst Financial Group
Alabama
$255K -$6.86K -18 -2%
FW
561
FullCircle Wealth
Texas
$253K +$22.1K +58 +8%
SFA
562
Sequoia Financial Advisors
Ohio
$253K +$293K +768 New
GIA
563
Gateway Investment Advisers
Ohio
$253K – – –
CFD
564
Creative Financial Designs
Indiana
$252K -$10.7K -28 -4%
MAS
565
Meeder Advisory Services
Ohio
$252K -$67.5K -177 -19%
SI
566
Seeds Investor
New York
$252K -$163K -427 -36%
AG
567
Ascent Group
Virginia
$250K +$23.3K +61 +9%
GPW
568
Genesis Private Wealth
Virginia
$249K -$68.2K -179 -19%
PAS
569
Park Avenue Securities
New York
$249K -$27.4K -72 -9%
GWM
570
Geneos Wealth Management
Colorado
$247K -$37.7K -99 -12%
SPC
571
Spirepoint Private Client
Florida
$244K – – –
AWM
572
Apollon Wealth Management
South Carolina
$243K -$6.1K -16 -2%
Rafferty Asset Management
573
Rafferty Asset Management
New York
$242K -$6.86K -18 -2%
CFG
574
Citizens Financial Group
Rhode Island
$237K +$14.1K +37 +5%
VT
575
Vise Technologies
New York
$234K -$281K -738 -51%