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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
551
Financial Planning Hawaii
Hawaii
$295K -$18.2K -50 -5%
RP
552
Rice Partnership
Hawaii
$292K -$32K -88 -9%
PA
553
Profund Advisors
Maryland
$288K -$7.64K -21 -2%
DFCM
554
Dark Forest Capital Management
Puerto Rico
$284K +$310K +851 New
APA
555
Astoria Portfolio Advisors
New York
$281K -$24.7K -68 -8%
PG
556
Patten Group
Tennessee
$279K – – –
AUB
557
Atlantic Union Bankshares
Virginia
$278K – – –
CNBOF
558
City National Bank of Florida
Florida
$276K +$8.37K +23 +3%
AIA
559
Allied Investment Advisors
Montana
$274K – – –
WS
560
Wedbush Securities
California
$273K +$297K +817 New
CCA
561
Childress Capital Advisors
Texas
$272K -$3.27K -9 -1%
OAM
562
Ostrum Asset Management
France
$269K +$4.37K +12 +2%
LSA
563
Leonteq Securities AG
Switzerland
$269K +$85.5K +235 +41%
WPC
564
Wedmont Private Capital
Pennsylvania
$268K +$17.1K +47 +6%
TA
565
TrueWealth Advisors
Alabama
$267K – – –
UM
566
UniSuper Management
Australia
$267K – – –
TWM
567
Tradition Wealth Management
Minnesota
$260K +$728 +2 +0.3%
TWC
568
TD Waterhouse Canada
Ontario, Canada
$260K +$10.2K +28 +4%
SFG
569
Sunburst Financial Group
Alabama
$259K – – –
AWM
570
Apollon Wealth Management
South Carolina
$256K +$2.91K +8 +1%
FFA
571
Florida Financial Advisors
Florida
$256K +$280K +768 New
JSW
572
Journey Strategic Wealth
New Jersey
$255K +$47.7K +131 +21%
GWM
573
Geneos Wealth Management
Colorado
$250K – – –
SPC
574
Spirepoint Private Client
Florida
$248K – – –
MMA
575
Miracle Mile Advisors
California
$245K -$364 -1 -0.1%
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