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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
701
High Note Wealth
Minnesota
$4.93K +$381 +1 +7%
FUBT
702
First United Bank & Trust
Maryland
$4.93K +$5.72K +15 New
CPG
703
Cornerstone Planning Group
New Jersey
$4.88K +$2.67K +7 +88%
S
704
Sachetta
Massachusetts
$4.61K – – –
EP
705
Essential Partners
California
$4.61K – – –
JWM
706
JPL Wealth Management
Colorado
$4.28K +$4.96K +13 New
RWS
707
Retirement Wealth Solutions
Wisconsin
$4.28K +$4.96K +13 New
DPW
708
DiNuzzo Private Wealth
Pennsylvania
$4.25K – – –
OAJ
709
Ogorek Anthony Joseph
New York
$4K – – –
MHR
710
Matthew Hamilton Rosenberg
$3.95K – – –
RTL
711
Red Tortoise LLC
Georgia
$3.95K – – –
AS
712
Altshuler Shaham
Israel
$3.62K – – –
SC
713
SouthState Corp
Florida
$3.29K -$2.29K -6 -38%
FCAS
714
First Command Advisory Services
Texas
$3.29K – – –
RWM
715
Rialto Wealth Management
New York
$3.29K +$381 +1 +11%
WWA
716
Wealth Watch Advisors
Colorado
$3.29K +$3.81K +10 New
RF
717
Rossby Financial
Florida
$2.65K +$3.05K +8 New
AWM
718
Activest Wealth Management
Florida
$2.63K – – –
CH
719
Cromwell Holdings
Wyoming
$2.63K – – –
MAM
720
Meeder Asset Management
Ohio
$2.3K -$381 -1 -13%
SIC
721
SJS Investment Consulting
Ohio
$2.3K – – –
TFA
722
Transamerica Financial Advisors
Florida
$2.3K +$2.67K +7 New
CCM
723
Cloud Capital Management
Washington
$2K +$2.67K +7 New
TWD
724
True Wealth Design
Ohio
$1.97K -$1.52K -4 -40%
Q1WB
725
Quest 10 Wealth Builders
Virginia
$1.65K -$21.7K -57 -92%
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