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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
576
Cresset Asset Management
Illinois
$277K -$102K -275 -27%
SPC
577
Spirepoint Private Client
Florida
$277K – – –
Wealthfront Advisers
578
Wealthfront Advisers
California
$275K -$4.46K -12 -2%
MMA
579
Miracle Mile Advisors
California
$271K +$24.1K +65 +10%
EWM
580
Evercore Wealth Management
New York
$261K – – –
AG
581
Ascent Group
Virginia
$261K +$260K +699 New
TSMHT
582
Thurston Springer Miller Herd & Titak
Indiana
$261K +$63.9K +172 +33%
ECM
583
Evergreen Capital Management
Washington
$259K -$42.7K -115 -14%
LFAS
584
Level Four Advisory Services
Texas
$258K -$3.71K -10 -1%
GC
585
Guggenheim Capital
Illinois
$258K -$24.9K -67 -9%
GT
586
Greenleaf Trust
Michigan
$256K -$3.71K -10 -1%
FW
587
FullCircle Wealth
Texas
$256K +$16.7K +45 +7%
CFG
588
Citizens Financial Group
Rhode Island
$255K +$254K +683 New
JSW
589
Journey Strategic Wealth
New Jersey
$255K +$254K +683 New
RMCM
590
Reynders McVeigh Capital Management
Massachusetts
$253K +$371 +1 +0.1%
UCFA
591
United Capital Financial Advisors
Texas
$252K +$743 +2 +0.3%
AFG
592
Atomi Financial Group
New York
$249K +$248K +667 New
LGA
593
Lebenthal Global Advisors
New York
$249K – – –
AV
594
ASR Vermogensbeheer
Netherlands
$246K -$1.11K -3 -0.5%
MWM
595
Mission Wealth Management
California
$245K +$244K +656 New
FNBT
596
FineMark National Bank & Trust
Florida
$243K -$83.5K -225 -26%
BTI
597
Blue Trust Inc
Georgia
$242K +$74.6K +201 +45%
IIC
598
Integrated Investment Consultants
Michigan
$241K +$240K +646 New
WA
599
Waverly Advisors
Alabama
$237K +$3.34K +9 +1%
MA
600
MCF Advisors
Kentucky
$236K – – –