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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
676
Harel Insurance Investments & Financial Services
Israel
$14K +$16.8K +44 New
IUHSA
677
Itau Unibanco Holding S.A.
Brazil
$13.5K -$762 -2 -5%
SS
678
Sunbelt Securities
Texas
$13.1K +$1.14K +3 +8%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$12.5K – – –
EWM
680
Evermay Wealth Management
Virginia
$11.5K – – –
SNB
681
Security National Bank
Nebraska
$11.5K +$13.3K +35 New
CFO
682
CVA Family Office
Colorado
$11.2K +$1.52K +4 +13%
ADL
683
Asset Dedication LLC
California
$10.5K – – –
SL
684
Salomon & Ludwin
Virginia
$9.51K +$11.1K +29 New
T
685
TOBAM
France
$9K +$9.91K +26 New
SIC
686
Salem Investment Counselors
North Carolina
$8.88K – – –
KFI
687
Key Financial Inc
Pennsylvania
$8.29K – – –
RCM
688
Richardson Capital Management
Wisconsin
$8.22K – – –
A
689
Allianz
Germany
$7.89K – – –
GRP
690
Global Retirement Partners
California
$7.89K +$1.14K +3 +14%
CT
691
Clearstead Trust
Maine
$7.24K – – –
NWM
692
Nova Wealth Management
Florida
$7.24K – – –
FHC
693
First Horizon Corporation
Tennessee
$6.91K +$8.01K +21 New
RDFA
694
Ritter Daniher Financial Advisory
Ohio
$6.58K +$7.63K +20 New
MWM
695
Mascoma Wealth Management
New Hampshire
$6.58K – – –
TPCW
696
TD Private Client Wealth
New York
$6.58K +$762 +2 +11%
PAM
697
Palisade Asset Management
Minnesota
$6.25K +$7.24K +19 New
CIAS
698
CBIZ Investment Advisory Services
Ohio
$6.25K +$6.86K +18 +1,800%
FFO
699
Fortitude Family Office
Arizona
$5.92K +$381 +1 +6%
TIM
700
Tortoise Investment Management
New York
$4.93K -$381 -1 -6%
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