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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
701
Sunbelt Securities
Texas
$13.7K – – –
KG
702
Kilter Group
New York
$13K +$13.1K +36 +1,200%
WAG
703
Wilkerson Advisory Group
Missouri
$13K +$8.37K +23 +144%
SIS
704
Sound Income Strategies
Florida
$12.7K +$10.2K +28 +280%
JWA
705
JFS Wealth Advisors
Pennsylvania
$12.7K -$6.92K -19 -33%
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$12.7K – – –
CPG
707
Cornerstone Planning Group
New Jersey
$12.1K +$8.37K +23 +209%
CT
708
Clearstead Trust
Maine
$12K – – –
TPWA
709
Twin Peaks Wealth Advisors
California
$12K +$13.1K +36 New
EWM
710
Evermay Wealth Management
Virginia
$11.7K – – –
SNB
711
Security National Bank
Nebraska
$11.7K – – –
SL
712
Salomon & Ludwin
Virginia
$11.3K +$12.4K +34 New
ADL
713
Asset Dedication LLC
California
$10.7K – – –
FFO
714
Fortitude Family Office
Arizona
$10.3K +$9.83K +27 +675%
EWP
715
Elevation Wealth Partners
California
$9.34K +$10.2K +28 New
EI
716
EFG International
$9.01K -$34.2K -94 -78%
SIC
717
Salem Investment Counselors
North Carolina
$9.01K +$9.83K +27 New
MB
718
MidFirst Bank
Oklahoma
$8.34K -$160K -439 -95%
HIA
719
Harbor Investment Advisory
Maryland
$8.34K – – –
RCM
720
Richardson Capital Management
Wisconsin
$8.34K – – –
KFI
721
Key Financial Inc
Pennsylvania
$8.34K – – –
TM
722
Torren Management
California
$8.03K -$29.1K -80 -77%
A
723
Allianz
Germany
$8.01K – – –
IWS
724
Intentional Wealth Strategies
Colorado
$7.67K +$8.37K +23 New
S
725
Sachetta
Massachusetts
$7.01K +$2.55K +7 +50%
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29
30 31