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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
726
Intentional Wealth Strategies
Colorado
$7.67K +$8.37K +23 New
S
727
Sachetta
Massachusetts
$7.01K +$2.55K +7 +50%
MAM
728
Meeder Asset Management
Ohio
$7.01K -$1.82K -5 -19%
WA
729
WPG Advisers
Maryland
$7.01K -$1.82K -5 -19%
RDFA
730
Ritter Daniher Financial Advisory
Ohio
$6.67K – – –
BSB
731
Bangor Savings Bank
Maine
$6.67K – – –
MWM
732
Mascoma Wealth Management
New Hampshire
$6.67K – – –
UFPG
733
United Financial Planning Group
New York
$6.67K +$7.28K +20 New
CIAS
734
CBIZ Investment Advisory Services
Ohio
$6.34K – – –
FHC
735
First Horizon Corporation
Tennessee
$6.34K – – –
IUHSA
736
Itau Unibanco Holding S.A.
Brazil
$6.34K – – –
SIC
737
SJS Investment Consulting
Ohio
$6.34K +$364 +1 +6%
NWM
738
Nova Wealth Management
Florida
$5.67K – – –
USB
739
Union Savings Bank
Connecticut
$5.34K – – –
TWD
740
True Wealth Design
Ohio
$5K +$364 +1 +7%
AT
741
Arlington Trust
Alabama
$4.67K – – –
FCAS
742
First Command Advisory Services
Texas
$4.67K – – –
HNW
743
High Note Wealth
Minnesota
$4.67K – – –
PWA
744
Physician Wealth Advisors
Utah
$4.34K +$2.55K +7 +117%
IAAG
745
Innovative Asset Advisors Group
Connecticut
$4.34K +$4.73K +13 New
JWM
746
JPL Wealth Management
Colorado
$4K +$4.37K +12 New
CA
747
Clearstead Advisors
Ohio
$4K -$62.2K -171 -93%
DPW
748
DiNuzzo Private Wealth
Pennsylvania
$4K +$364 +1 +9%
RTL
749
Red Tortoise LLC
Georgia
$4K – – –
AS
750
Altshuler Shaham
Israel
$3.67K +$4K +11 New
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