We are live on ! Find out more
CSL icon

Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Clearstead Advisors
Ohio
$222K +$210K +600 +5,000%
BI
602
Bolthouse Investments
California
$222K +$214K +612 New
CWP
603
Cyndeo Wealth Partners
Florida
$221K +$213K +609 New
SC
604
Syon Capital
California
$220K +$212K +606 New
CFG
605
Carter Financial Group
Illinois
$220K +$701 +2 +0.3%
OWA
606
One Wealth Advisors
California
$219K -$232K -661 -52%
EPM
607
Elm Partners Management
Pennsylvania
$219K +$211K +603 New
Cohen & Steers
608
Cohen & Steers
New York
$218K
Fayez Sarofim & Co
609
Fayez Sarofim & Co
Texas
$218K -$331K -945 -61%
PTB
610
Pioneer Trust Bank
Oregon
$218K
GCM
611
Gallacher Capital Management
Colorado
$217K +$210K +600 New
AAS
612
Annex Advisory Services
Wisconsin
$217K +$210K +599 New
MSWM
613
Master's Wealth Management
Pennsylvania
$217K +$209K +597 New
CAM
614
Claret Asset Management
Quebec, Canada
$216K -$5.6K -16 -3%
MCC
615
Malaga Cove Capital
California
$215K -$48K -137 -19%
CFB
616
Cullen/Frost Bankers
Texas
$214K +$9.11K +26 +5%
MAS
617
Meeder Advisory Services
Ohio
$213K +$206K +588 New
FPH
618
Financial Planning Hawaii
Hawaii
$212K -$105K -300 -34%
KCM
619
Kornitzer Capital Management
Kansas
$209K +$202K +577 New
GL
620
Gerber LLC
Ohio
$209K +$202K +576 New
CWG
621
Cornerstone Wealth Group
North Carolina
$208K -$350 -1 -0.2%
PWM
622
Perigon Wealth Management
California
$208K +$200K +572 New
JIC
623
Joel Isaacson & Co
New York
$202K +$195K +556 New
CAG
624
Crestwood Advisors Group
Massachusetts
$201K -$352K -1,004 -64%
AssetMark Inc
625
AssetMark Inc
California
$197K +$3.85K +11 +2%