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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
751
Bay Harbor Wealth Management
Maryland
$3.27K +$701 +2 +29%
HWP
752
Highline Wealth Partners
California
$3.27K +$701 +2 +29%
CH
753
Cromwell Holdings
Wyoming
$3.27K +$1.05K +3 +50%
TC
754
Truvestments Capital
Florida
$2.9K – – –
DF
755
Dunhill Financial
United Kingdom
$2.87K – – –
DPW
756
DiNuzzo Private Wealth
Pennsylvania
$2.54K -$1.75K -5 -42%
BIA
757
Bell Investment Advisors
California
$2.54K +$701 +2 +40%
HIA
758
HFM Investment Advisors
New Jersey
$2.54K +$1.05K +3 +75%
TCOV
759
Trust Company of Vermont
Vermont
$2.54K +$2.45K +7 New
WETS
760
Wealth Enhancement Trust Services
South Dakota
$2.18K – – –
VWA
761
Valued Wealth Advisors
Utah
$2.18K +$350 +1 +20%
AWM
762
Activest Wealth Management
Florida
$2.18K +$1.75K +5 +500%
HFS
763
Hughes Financial Services
Virginia
$2.18K +$1.75K +5 +500%
HWA
764
HHM Wealth Advisors
Tennessee
$2.18K +$2.1K +6 New
RS
765
Rakuten Securities
Japan
$1.81K – – –
LSA
766
Leonteq Securities AG
Switzerland
$1.45K -$281K -801 -100%
WA
767
Whipplewood Advisors
Colorado
$1.45K – – –
CA
768
Continuum Advisory
Idaho
$1.45K +$1.4K +4 New
CJ
769
Caitlin John
Michigan
$1.13K – – –
BW
770
Basepoint Wealth
Iowa
$1.11K – – –
SFCL
771
Strengthening Families & Communities LLC
Massachusetts
$1.09K +$1.05K +3 New
1CP
772
1015 Capital Partners
Pennsylvania
$1.09K – – –
FMP
773
Financial Management Professionals
Texas
$1.09K – – –
TCM
774
Triumph Capital Management
Colorado
$1.09K – – –
AFC
775
Ares Financial Consulting
California
$1.09K +$1.05K +3 New
29 30
31
32 33