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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
651
Deseret Mutual Benefit Administrators
Utah
$24.7K -$5.24K -13 -18%
AAP
652
Arax Advisory Partners
Colorado
$23.9K +$23.8K +59 New
PTC
653
Private Trust Company
Ohio
$23.1K -$60K -149 -72%
OA
654
Operose Advisors
Wisconsin
$22.3K – – –
ST
655
Smithfield Trust
Pennsylvania
$22K – – –
CIM
656
Contravisory Investment Management
Massachusetts
$20.3K +$20.1K +50 New
NSIM
657
North Star Investment Management
Illinois
$20.3K – – –
JWA
658
JFS Wealth Advisors
Pennsylvania
$17.4K – – –
PWMG
659
Prestige Wealth Management Group
New Jersey
$17.4K – – –
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.3K – – –
ACM
661
Aquatic Capital Management
Illinois
$16.2K -$306K -760 -95%
HEIP
662
Hudson Edge Investment Partners
New Jersey
$16.2K +$16.1K +40 New
SS
663
Sunbelt Securities
Texas
$15.1K – – –
PFBT
664
Parkside Financial Bank & Trust
Missouri
$14.6K +$2.01K +5 +16%
KWAG
665
Kiely Wealth Advisory Group
North Carolina
$14.2K – – –
EWM
666
Evermay Wealth Management
Virginia
$14.2K – – –
CAM
667
Costello Asset Management
Pennsylvania
$14.2K – – –
WB
668
Webster Bank
Connecticut
$13.8K – – –
WWP
669
WR Wealth Planners
Missouri
$13.4K -$403 -1 -3%
S
670
Sachetta
Massachusetts
$13.3K +$2.82K +7 +28%
ADL
671
Asset Dedication LLC
California
$13K – – –
HI
672
Harbour Investments
Wisconsin
$12.6K +$1.21K +3 +11%
MAM
673
Meeder Asset Management
Ohio
$12.6K +$8.46K +21 +210%
GKIM
674
GW&K Investment Management
Massachusetts
$12K -$13.1M -32,440 -100%
UB
675
UMB Bank
Missouri
$11.8K +$4.83K +12 +71%
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