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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
726
Quest 10 Wealth Builders
Virginia
$1.65K -$21.7K -57 -92%
RS
727
Rakuten Securities
Japan
$1.65K – – –
Kayne Anderson Rudnick Investment Management
728
Kayne Anderson Rudnick Investment Management
California
$1.32K – – –
BHWM
729
Bay Harbor Wealth Management
Maryland
$1.31K +$381 +1 +33%
AW
730
Avion Wealth
Texas
$1K -$381 -1 -20%
PMAM
731
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
RBC
732
Roble Belko & Company
Pennsylvania
$1K – – –
BIA
733
Bell Investment Advisors
California
$987 -$762 -2 -40%
FMP
734
Financial Management Professionals
Texas
$987 – – –
FNWA
735
Financial Network Wealth Advisors
Utah
$987 – – –
HIA
736
HFM Investment Advisors
New Jersey
$987 – – –
KG
737
Kilter Group
New York
$987 – – –
PWA
738
Principia Wealth Advisory
Texas
$987 – – –
RIL
739
Rothschild Investment LLC
Illinois
$987 – – –
MA
740
Montag & Associates
Georgia
$974 -$762 -2 -40%
OP
741
ORG Partners
Indiana
$862 +$762 +2 New
CJ
742
Caitlin John
Michigan
$687 +$762 +2 New
VWA
743
Valued Wealth Advisors
Utah
$661 +$381 +1 +100%
APW
744
Aventura Private Wealth
Florida
$658 – – –
MCM
745
Manchester Capital Management
Vermont
$658 +$762 +2 New
SA
746
Seneschal Advisors
Washington
$658 +$762 +2 New
DF
747
Dunhill Financial
United Kingdom
$385 – – –
TPBG
748
Turning Point Benefit Group
Maryland
$331 +$381 +1 New
BGAI
749
Bruce G. Allen Investments
Colorado
$329 – – –
QWM
750
Quaker Wealth Management
New Jersey
$329 – – –