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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
Monarch Capital Management
Indiana
$271K +$275K +847 New
PG
552
Patten Group
Tennessee
$267K -$57.7K -178 -18%
AUB
553
Atlantic Union Bankshares
Virginia
$267K -$3.24K -10 -1%
DWM
554
Dakota Wealth Management
Florida
$265K +$268K +827 New
CCA
555
Childress Capital Advisors
Texas
$263K +$267K +823 New
AIA
556
Allied Investment Advisors
Montana
$262K – – –
TNB
557
Thomasville National Bank
Georgia
$262K -$26.6K -82 -9%
BMCM
558
Bryn Mawr Capital Management
Pennsylvania
$260K -$17.5K -54 -6%
FFP
559
FourThought Financial Partners
Florida
$259K -$41.5K -128 -14%
OF
560
Optimize Financial
California
$258K +$2.59K +8 +1%
CNBOF
561
City National Bank of Florida
Florida
$257K -$32.7K -101 -11%
TA
562
TrueWealth Advisors
Alabama
$256K – – –
UM
563
UniSuper Management
Australia
$256K – – –
OAM
564
Ostrum Asset Management
France
$254K -$85.9K -265 -25%
TWM
565
Tradition Wealth Management
Minnesota
$249K -$5.83K -18 -2%
SFG
566
Sunburst Financial Group
Alabama
$248K – – –
AWM
567
Apollon Wealth Management
South Carolina
$243K +$7.13K +22 +3%
OWA
568
One Wealth Advisors
California
$241K -$307K -947 -56%
GWM
569
Geneos Wealth Management
Colorado
$240K – – –
WPC
570
Wedmont Private Capital
Pennsylvania
$239K +$238K +733 New
TWC
571
TD Waterhouse Canada
Ontario, Canada
$239K +$57.4K +177 +31%
SPC
572
Spirepoint Private Client
Florida
$237K – – –
EWA
573
EP Wealth Advisors
California
$236K +$239K +737 New
MMA
574
Miracle Mile Advisors
California
$235K +$22.7K +70 +11%
AFG
575
Allegheny Financial Group
Pennsylvania
$232K +$235K +724 New
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