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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
676
Frazier Financial Advisors
Ohio
$28.8K -$6.2K -15 -19%
DMBA
677
Deseret Mutual Benefit Administrators
Utah
$26.1K -$1.24K -3 -5%
CJL
678
Cyrus J. Lawrence
New York
$26K -$4.96K -12 -17%
OA
679
Operose Advisors
Wisconsin
$24.7K – – –
CPA
680
Capital Performance Advisors
California
$24.7K +$22.8K +55 New
OC
681
Oarsman Capital
Wisconsin
$24.7K +$22.8K +55 New
ST
682
Smithfield Trust
Pennsylvania
$24K – – –
IAIM
683
International Assets Investment Management
Florida
$23.8K +$21.9K +53 New
CIM
684
Contravisory Investment Management
Massachusetts
$22.5K – – –
NSIM
685
North Star Investment Management
Illinois
$22.5K – – –
CA
686
Centerpoint Advisors
Massachusetts
$21K -$6.62K -16 -26%
JWA
687
JFS Wealth Advisors
Pennsylvania
$19.8K +$414 +1 +2%
PWMG
688
Prestige Wealth Management Group
New Jersey
$19.3K – – –
HI
689
Harbour Investments
Wisconsin
$19.3K +$4.96K +12 +39%
SS
690
Sunbelt Securities
Texas
$19K +$2.07K +5 +14%
WWP
691
WR Wealth Planners
Missouri
$18.9K +$3.72K +9 +27%
ETC
692
Exchange Traded Concepts
Oklahoma
$18.4K +$12.4K +30 +273%
HEIP
693
Hudson Edge Investment Partners
New Jersey
$18K – – –
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
KWAG
695
Kiely Wealth Advisory Group
North Carolina
$16.9K – – –
PFBT
696
Parkside Financial Bank & Trust
Missouri
$16.2K – – –
EWM
697
Evermay Wealth Management
Virginia
$15.7K – – –
CAM
698
Costello Asset Management
Pennsylvania
$15.7K – – –
ADL
699
Asset Dedication LLC
California
$14.4K – – –
S
700
Sachetta
Massachusetts
$13K -$1.24K -3 -9%
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