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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
SJS Investment Consulting
Ohio
$18.1K +$10.9K +31 +163%
HI
702
Harbour Investments
Wisconsin
$17.3K -$350 -1 -2%
PPC
703
Park Place Capital
Alabama
$16.7K – – –
PWMG
704
Prestige Wealth Management Group
New Jersey
$16K – – –
KFAS
705
Keating Financial Advisory Services
Kansas
$15.2K -$1.05K -3 -7%
TWD
706
True Wealth Design
Ohio
$13.4K +$7.71K +22 +147%
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$13.1K -$701 -2 -5%
JWA
708
JFS Wealth Advisors
Pennsylvania
$13.1K -$701 -2 -5%
CT
709
Clearstead Trust
Maine
$13.1K – – –
EWM
710
Evermay Wealth Management
Virginia
$12.7K – – –
SL
711
Salomon & Ludwin
Virginia
$12.3K – – –
EP
712
Essential Partners
California
$12K +$10.2K +29 +725%
ADL
713
Asset Dedication LLC
California
$11.6K – – –
WAG
714
Wilkerson Advisory Group
Missouri
$10.9K -$3.15K -9 -23%
SIC
715
Salem Investment Counselors
North Carolina
$9.79K – – –
AFG
716
Albion Financial Group
Utah
$9.79K +$9.46K +27 New
FFO
717
Fortitude Family Office
Arizona
$9.79K -$1.4K -4 -13%
EI
718
EFG International
$9.79K – – –
SWM
719
Spire Wealth Management
Virginia
$9.55K -$22.8K -65 -71%
EWP
720
Elevation Wealth Partners
California
$9.07K -$1.05K -3 -11%
HIA
721
Harbor Investment Advisory
Maryland
$9.07K – – –
KFI
722
Key Financial Inc
Pennsylvania
$9.07K – – –
MB
723
MidFirst Bank
Oklahoma
$9.07K – – –
RCM
724
Richardson Capital Management
Wisconsin
$9.07K – – –
AT
725
Arlington Trust
Alabama
$9.07K +$3.85K +11 +79%
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