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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
701
Tortoise Investment Management
New York
$4.93K -$381 -1 -6%
HNW
702
High Note Wealth
Minnesota
$4.93K +$381 +1 +7%
FUBT
703
First United Bank & Trust
Maryland
$4.93K +$5.72K +15 New
CPG
704
Cornerstone Planning Group
New Jersey
$4.88K +$2.67K +7 +88%
S
705
Sachetta
Massachusetts
$4.61K – – –
EP
706
Essential Partners
California
$4.61K – – –
JWM
707
JPL Wealth Management
Colorado
$4.28K +$4.96K +13 New
RWS
708
Retirement Wealth Solutions
Wisconsin
$4.28K +$4.96K +13 New
DPW
709
DiNuzzo Private Wealth
Pennsylvania
$4.25K – – –
OAJ
710
Ogorek Anthony Joseph
New York
$4K – – –
MHR
711
Matthew Hamilton Rosenberg
$3.95K – – –
RTL
712
Red Tortoise LLC
Georgia
$3.95K – – –
AS
713
Altshuler Shaham
Israel
$3.62K – – –
SC
714
SouthState Corp
Florida
$3.29K -$2.29K -6 -38%
FCAS
715
First Command Advisory Services
Texas
$3.29K – – –
RWM
716
Rialto Wealth Management
New York
$3.29K +$381 +1 +11%
WWA
717
Wealth Watch Advisors
Colorado
$3.29K +$3.81K +10 New
RF
718
Rossby Financial
Florida
$2.65K +$3.05K +8 New
AWM
719
Activest Wealth Management
Florida
$2.63K – – –
CH
720
Cromwell Holdings
Wyoming
$2.63K – – –
MAM
721
Meeder Asset Management
Ohio
$2.3K -$381 -1 -13%
SIC
722
SJS Investment Consulting
Ohio
$2.3K – – –
TFA
723
Transamerica Financial Advisors
Florida
$2.3K +$2.67K +7 New
CCM
724
Cloud Capital Management
Washington
$2K +$2.67K +7 New
TWD
725
True Wealth Design
Ohio
$1.97K -$1.52K -4 -40%
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