We are live on ! Find out more
CSL icon

Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
551
Patten Group
Tennessee
$267K -$57.7K -178 -18%
AUB
552
Atlantic Union Bankshares
Virginia
$267K -$3.24K -10 -1%
DWM
553
Dakota Wealth Management
Florida
$265K +$268K +827 New
CCA
554
Childress Capital Advisors
Texas
$263K +$267K +823 New
AIA
555
Allied Investment Advisors
Montana
$262K – – –
TNB
556
Thomasville National Bank
Georgia
$262K -$26.6K -82 -9%
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$260K -$17.5K -54 -6%
FFP
558
FourThought Financial Partners
Florida
$259K -$41.5K -128 -14%
OF
559
Optimize Financial
California
$258K +$2.59K +8 +1%
CNBOF
560
City National Bank of Florida
Florida
$257K -$32.7K -101 -11%
TA
561
TrueWealth Advisors
Alabama
$256K – – –
UM
562
UniSuper Management
Australia
$256K – – –
OAM
563
Ostrum Asset Management
France
$254K -$85.9K -265 -25%
TWM
564
Tradition Wealth Management
Minnesota
$249K -$5.83K -18 -2%
SFG
565
Sunburst Financial Group
Alabama
$248K – – –
AWM
566
Apollon Wealth Management
South Carolina
$243K +$7.13K +22 +3%
OWA
567
One Wealth Advisors
California
$241K -$307K -947 -56%
GWM
568
Geneos Wealth Management
Colorado
$240K – – –
WPC
569
Wedmont Private Capital
Pennsylvania
$239K +$238K +733 New
TWC
570
TD Waterhouse Canada
Ontario, Canada
$239K +$57.4K +177 +31%
SPC
571
Spirepoint Private Client
Florida
$237K – – –
EWA
572
EP Wealth Advisors
California
$236K +$239K +737 New
MMA
573
Miracle Mile Advisors
California
$235K +$22.7K +70 +11%
AFG
574
Allegheny Financial Group
Pennsylvania
$232K +$235K +724 New
ZBNA
575
Zions Bancorporation, National Association
Utah
$229K -$99.8K -308 -30%
21 22
23
24 25