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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
701
Key Financial Inc
Pennsylvania
$16.6K +$8.72K +20 +80%
JWA
702
JFS Wealth Advisors
Pennsylvania
$16.2K – – –
WWP
703
WR Wealth Planners
Missouri
$16.2K +$872 +2 +5%
WA
704
WPG Advisers
Maryland
$16.2K +$19.2K +44 New
PWMG
705
Prestige Wealth Management Group
New Jersey
$15.9K – – –
HEIP
706
Hudson Edge Investment Partners
New Jersey
$14.8K – – –
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.7K – – –
SS
708
Sunbelt Securities
Texas
$13.8K -$2.18K -5 -12%
PFBT
709
Parkside Financial Bank & Trust
Missouri
$13.6K +$436 +1 +3%
MAM
710
Meeder Asset Management
Ohio
$13.3K +$10.5K +24 +200%
KWAG
711
Kiely Wealth Advisory Group
North Carolina
$13.1K – – –
HWM
712
Hemington Wealth Management
Virginia
$13K +$4.36K +10 +37%
EWM
713
Evermay Wealth Management
Virginia
$12.9K – – –
ETC
714
Exchange Traded Concepts
Oklahoma
$12.5K -$3.05K -7 -17%
ADL
715
Asset Dedication LLC
California
$11.8K – – –
GKIM
716
GW&K Investment Management
Massachusetts
$11K – – –
SIC
717
Salem Investment Counselors
North Carolina
$9.96K – – –
PSFG
718
Park Square Financial Group
Georgia
$9.96K +$11.8K +27 New
CFO
719
CVA Family Office
Colorado
$9.59K +$2.62K +6 +30%
A
720
Allianz
Germany
$8.85K – – –
AP
721
Atwood & Palmer
Missouri
$8.48K +$10K +23 New
GRP
722
Global Retirement Partners
California
$8.48K +$4.36K +10 +77%
MWM
723
Mascoma Wealth Management
New Hampshire
$7.38K – – –
WA
724
Whipplewood Advisors
Colorado
$7.01K +$8.28K +19 New
FMII
725
Farmers & Merchants Investments Inc
Nebraska
$6.64K -$436 -1 -5%
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