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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
601
Ashton Thomas Private Wealth
Arizona
$226K +$218K +623 New
SFI
602
Siemens Fonds Invest
Germany
$223K – – –
CA
603
Clearstead Advisors
Ohio
$222K +$210K +600 +5,000%
BI
604
Bolthouse Investments
California
$222K +$214K +612 New
CWP
605
Cyndeo Wealth Partners
Florida
$221K +$213K +609 New
SC
606
Syon Capital
California
$220K +$212K +606 New
CFG
607
Carter Financial Group
Illinois
$220K +$701 +2 +0.3%
OWA
608
One Wealth Advisors
California
$219K -$232K -661 -52%
EPM
609
Elm Partners Management
Pennsylvania
$219K +$211K +603 New
Cohen & Steers
610
Cohen & Steers
New York
$218K – – –
Fayez Sarofim & Co
611
Fayez Sarofim & Co
Texas
$218K -$331K -945 -61%
PTB
612
Pioneer Trust Bank
Oregon
$218K – – –
GCM
613
Gallacher Capital Management
Colorado
$217K +$210K +600 New
AAS
614
Annex Advisory Services
Wisconsin
$217K +$210K +599 New
MSWM
615
Master's Wealth Management
Pennsylvania
$217K +$209K +597 New
CAM
616
Claret Asset Management
Quebec, Canada
$216K -$5.6K -16 -3%
MCC
617
Malaga Cove Capital
California
$215K -$48K -137 -19%
CFB
618
Cullen/Frost Bankers
Texas
$214K +$9.11K +26 +5%
MAS
619
Meeder Advisory Services
Ohio
$213K +$206K +588 New
FPH
620
Financial Planning Hawaii
Hawaii
$212K -$105K -300 -34%
KCM
621
Kornitzer Capital Management
Kansas
$209K +$202K +577 New
GL
622
Gerber LLC
Ohio
$209K +$202K +576 New
CWG
623
Cornerstone Wealth Group
North Carolina
$208K -$350 -1 -0.2%
PWM
624
Perigon Wealth Management
California
$208K +$200K +572 New
JIC
625
Joel Isaacson & Co
New York
$202K +$195K +556 New