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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
701
Park Place Capital
Alabama
$16.7K – – –
PWMG
702
Prestige Wealth Management Group
New Jersey
$16K – – –
KFAS
703
Keating Financial Advisory Services
Kansas
$15.2K -$1.05K -3 -7%
TWD
704
True Wealth Design
Ohio
$13.4K +$7.71K +22 +147%
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$13.1K -$701 -2 -5%
JWA
706
JFS Wealth Advisors
Pennsylvania
$13.1K -$701 -2 -5%
CT
707
Clearstead Trust
Maine
$13.1K – – –
EWM
708
Evermay Wealth Management
Virginia
$12.7K – – –
SL
709
Salomon & Ludwin
Virginia
$12.3K – – –
EP
710
Essential Partners
California
$12K +$10.2K +29 +725%
ADL
711
Asset Dedication LLC
California
$11.6K – – –
WAG
712
Wilkerson Advisory Group
Missouri
$10.9K -$3.15K -9 -23%
SIC
713
Salem Investment Counselors
North Carolina
$9.79K – – –
AFG
714
Albion Financial Group
Utah
$9.79K +$9.46K +27 New
FFO
715
Fortitude Family Office
Arizona
$9.79K -$1.4K -4 -13%
EI
716
EFG International
$9.79K – – –
SWM
717
Spire Wealth Management
Virginia
$9.55K -$22.8K -65 -71%
EWP
718
Elevation Wealth Partners
California
$9.07K -$1.05K -3 -11%
HIA
719
Harbor Investment Advisory
Maryland
$9.07K – – –
KFI
720
Key Financial Inc
Pennsylvania
$9.07K – – –
MB
721
MidFirst Bank
Oklahoma
$9.07K – – –
RCM
722
Richardson Capital Management
Wisconsin
$9.07K – – –
AT
723
Arlington Trust
Alabama
$9.07K +$3.85K +11 +79%
BFS
724
Bare Financial Services
Pennsylvania
$9.07K +$7.36K +21 +525%
TM
725
Torren Management
California
$8.73K – – –
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