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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
701
Key Financial Inc
Pennsylvania
$11.2K – – –
HWM
702
Hemington Wealth Management
Virginia
$11K +$11.2K +27 New
A
703
Allianz
Germany
$10.8K +$9.93K +24 New
PS
704
Planned Solutions
California
$10.3K +$9.51K +23 New
RS
705
Rakuten Securities
Japan
$9.89K +$8.69K +21 +2,100%
MWM
706
Mascoma Wealth Management
New Hampshire
$8.99K -$2.07K -5 -20%
CFO
707
CVA Family Office
Colorado
$8.99K -$414 -1 -5%
EBA
708
Eagle Bay Advisors
New York
$8.54K -$3.72K -9 -32%
FMII
709
Farmers & Merchants Investments Inc
Nebraska
$8.54K -$414 -1 -5%
BGAI
710
Bruce G. Allen Investments
Colorado
$8.1K – – –
NS
711
NBC Securities
Alabama
$8K – – –
BWP
712
Baldwin Wealth Partners
Massachusetts
$7.65K – – –
FHA
713
First Horizon Advisors
Tennessee
$7.2K -$1.24K -3 -16%
IUHSA
714
Itau Unibanco Holding S.A.
Brazil
$7.2K – – –
SIC
715
SJS Investment Consulting
Ohio
$6.3K – – –
GRP
716
Global Retirement Partners
California
$5.85K -$827 -2 -13%
LSA
717
Leonteq Securities AG
Switzerland
$5.85K – – –
TIM
718
Tortoise Investment Management
New York
$5.85K – – –
MAM
719
Meeder Asset Management
Ohio
$5.4K -$7.86K -19 -61%
RTL
720
Red Tortoise LLC
Georgia
$5.4K – – –
TPCW
721
TD Private Client Wealth
New York
$5.4K +$4.14K +10 +500%
FA
722
Financial Avengers
California
$5.1K – – –
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$4.95K -$414 -1 -8%
AS
724
Altshuler Shaham
Israel
$4.05K – – –
AFWM
725
Abich Financial Wealth Management
Virginia
$4.05K +$2.9K +7 +350%
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