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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$22K – – –
OA
602
Operose Advisors
Wisconsin
$21.6K – – –
FFA
603
Frazier Financial Advisors
Ohio
$21.2K – – –
FFA
604
Farther Finance Advisors
California
$19.8K -$9.16K -27 -35%
NSIM
605
North Star Investment Management
Illinois
$19.6K – – –
HNB
606
Huntington National Bank
Ohio
$19.2K -$165K -486 -91%
BTI
607
Blue Trust Inc
Georgia
$19.2K -$10.5K -31 -39%
EBA
608
Eagle Bay Advisors
New York
$19.2K -$3.39K -10 -17%
HT
609
Headlands Technologies
Illinois
$19.2K +$16.6K +49 New
C
610
Covestor
United Kingdom
$18K -$10.9K -32 -42%
LFG
611
Larson Financial Group
Missouri
$17.3K – – –
JWA
612
JFS Wealth Advisors
Pennsylvania
$16.9K – – –
PWMG
613
Prestige Wealth Management Group
New Jersey
$16.9K – – –
KWAG
614
Kiely Wealth Advisory Group
North Carolina
$14.9K – – –
SS
615
Sunbelt Securities
Texas
$14.6K – – –
CAM
616
Costello Asset Management
Pennsylvania
$13.7K – – –
EWM
617
Evermay Wealth Management
Virginia
$13.7K – – –
LWCFA
618
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.7K -$8.48K -25 -40%
WB
619
Webster Bank
Connecticut
$13.3K +$11.5K +34 New
WWP
620
WR Wealth Planners
Missouri
$13.3K +$11.5K +34 New
ADL
621
Asset Dedication LLC
California
$13K – – –
GM
622
GeoWealth Management
Illinois
$12.9K +$11.2K +33 New
PFBT
623
Parkside Financial Bank & Trust
Missouri
$12.1K +$8.82K +26 +520%
SAM
624
Smartleaf Asset Management
Massachusetts
$11.3K +$6.11K +18 +164%
HI
625
Harbour Investments
Wisconsin
$11K +$1.36K +4 +17%
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