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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$14.7K +$364 +1 +2%
AA
702
Ancora Advisors
Ohio
$14K – – –
SS
703
Sunbelt Securities
Texas
$13.7K – – –
KG
704
Kilter Group
New York
$13K +$13.1K +36 +1,200%
WAG
705
Wilkerson Advisory Group
Missouri
$13K +$8.37K +23 +144%
SIS
706
Sound Income Strategies
Florida
$12.7K +$10.2K +28 +280%
JWA
707
JFS Wealth Advisors
Pennsylvania
$12.7K -$6.92K -19 -33%
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$12.7K – – –
CPG
709
Cornerstone Planning Group
New Jersey
$12.1K +$8.37K +23 +209%
CT
710
Clearstead Trust
Maine
$12K – – –
TPWA
711
Twin Peaks Wealth Advisors
California
$12K +$13.1K +36 New
EWM
712
Evermay Wealth Management
Virginia
$11.7K – – –
SNB
713
Security National Bank
Nebraska
$11.7K – – –
SL
714
Salomon & Ludwin
Virginia
$11.3K +$12.4K +34 New
ADL
715
Asset Dedication LLC
California
$10.7K – – –
FFO
716
Fortitude Family Office
Arizona
$10.3K +$9.83K +27 +675%
EWP
717
Elevation Wealth Partners
California
$9.34K +$10.2K +28 New
EI
718
EFG International
$9.01K -$34.2K -94 -78%
SIC
719
Salem Investment Counselors
North Carolina
$9.01K +$9.83K +27 New
MB
720
MidFirst Bank
Oklahoma
$8.34K -$160K -439 -95%
HIA
721
Harbor Investment Advisory
Maryland
$8.34K – – –
RCM
722
Richardson Capital Management
Wisconsin
$8.34K – – –
KFI
723
Key Financial Inc
Pennsylvania
$8.34K – – –
TM
724
Torren Management
California
$8.03K -$29.1K -80 -77%
A
725
Allianz
Germany
$8.01K – – –
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29
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