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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Centerpoint Advisors
Massachusetts
$25K – – –
DMBA
652
Deseret Mutual Benefit Administrators
Utah
$24.7K -$5.24K -13 -18%
AAP
653
Arax Advisory Partners
Colorado
$23.9K +$23.8K +59 New
PTC
654
Private Trust Company
Ohio
$23.1K -$60K -149 -72%
OA
655
Operose Advisors
Wisconsin
$22.3K – – –
ST
656
Smithfield Trust
Pennsylvania
$22K – – –
CIM
657
Contravisory Investment Management
Massachusetts
$20.3K +$20.1K +50 New
NSIM
658
North Star Investment Management
Illinois
$20.3K – – –
JWA
659
JFS Wealth Advisors
Pennsylvania
$17.4K – – –
PWMG
660
Prestige Wealth Management Group
New Jersey
$17.4K – – –
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.3K – – –
ACM
662
Aquatic Capital Management
Illinois
$16.2K -$306K -760 -95%
HEIP
663
Hudson Edge Investment Partners
New Jersey
$16.2K +$16.1K +40 New
SS
664
Sunbelt Securities
Texas
$15.1K – – –
PFBT
665
Parkside Financial Bank & Trust
Missouri
$14.6K +$2.01K +5 +16%
KWAG
666
Kiely Wealth Advisory Group
North Carolina
$14.2K – – –
EWM
667
Evermay Wealth Management
Virginia
$14.2K – – –
CAM
668
Costello Asset Management
Pennsylvania
$14.2K – – –
WB
669
Webster Bank
Connecticut
$13.8K – – –
WWP
670
WR Wealth Planners
Missouri
$13.4K -$403 -1 -3%
S
671
Sachetta
Massachusetts
$13.3K +$2.82K +7 +28%
ADL
672
Asset Dedication LLC
California
$13K – – –
HI
673
Harbour Investments
Wisconsin
$12.6K +$1.21K +3 +11%
MAM
674
Meeder Asset Management
Ohio
$12.6K +$8.46K +21 +210%
GKIM
675
GW&K Investment Management
Massachusetts
$12K -$13.1M -32,440 -100%
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