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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
Baron Wealth Management
Michigan
$233K +$9.65K +26 +4%
CAM
602
Claret Asset Management
Quebec, Canada
$232K +$231K +623 New
S
603
SignatureFD
Georgia
$232K +$20.8K +56 +10%
WANY
604
Wealthspire Advisors (New York)
New York
$229K +$227K +612 New
DOA
605
D'Orazio & Associates
Virginia
$228K +$226K +610 New
PTB
606
Pioneer Trust Bank
Oregon
$224K – – –
WPC
607
Wedmont Private Capital
Pennsylvania
$224K +$201K +542 New
William Blair & Company
608
William Blair & Company
Illinois
$223K +$222K +597 New
CFG
609
Carter Financial Group
Illinois
$223K +$222K +599 New
TSS
610
Two Sigma Securities
New York
$223K -$729K -1,963 -77%
AAS
611
Annex Advisory Services
Wisconsin
$221K – – –
MA
612
MBA Advisors
Pennsylvania
$221K +$371 +1 +0.2%
BIG
613
Brooklyn Investment Group
New York
$216K +$92.1K +248 +75%
CWP
614
Cyndeo Wealth Partners
Florida
$212K +$211K +569 New
GL
615
Gerber LLC
Ohio
$212K +$211K +569 New
JIC
616
Joel Isaacson & Co
New York
$208K +$206K +556 New
UB
617
UMB Bank
Missouri
$207K +$84.6K +228 +70%
CWG
618
Cornerstone Wealth Group
North Carolina
$205K +$204K +549 New
WIC
619
Woodmont Investment Counsel
Tennessee
$204K +$203K +546 New
IA
620
IFP Advisors
Florida
$202K -$52.7K -142 -30%
KCM
621
Kornitzer Capital Management
Kansas
$202K +$200K +540 New
AWM
622
Aprio Wealth Management
Georgia
$201K -$20K -54 -9%
MIM
623
MTM Investment Management
South Carolina
$192K +$191K +515 New
Cohen & Steers
624
Cohen & Steers
New York
$187K +$55.7K +150 +43%
CAL
625
Capital Advisors Ltd
Ohio
$184K -$39.7K -107 -18%