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Carlisle Companies

Name Holding Trade Value Shares
Change
Change in
Stake
CJ
751
Caitlin John
Michigan
$992 +$324 +1 +50%
BW
752
Basepoint Wealth
Iowa
$971 +$972 +3 New
FMP
753
Financial Management Professionals
Texas
$960
FNWA
754
Financial Network Wealth Advisors
Utah
$960
HIA
755
HFM Investment Advisors
New Jersey
$960
KG
756
Kilter Group
New York
$960
PMAM
757
Picton Mahoney Asset Management
Ontario, Canada
$960
SEP
758
Signature Equity Partners
Ohio
$960 +$972 +3 New
TCM
759
Triumph Capital Management
Colorado
$960 +$972 +3 New
MA
760
Montag & Associates
Georgia
$831
APW
761
Aventura Private Wealth
Florida
$640
MCM
762
Manchester Capital Management
Vermont
$640
SA
763
Seneschal Advisors
Washington
$640
OC
764
Optima Capital
Oregon
$640 +$648 +2 New
PWA
765
Principia Wealth Advisory
Texas
$320 -$648 -2 -67%
VWA
766
Valued Wealth Advisors
Utah
$320 -$324 -1 -50%
BGAI
767
Bruce G. Allen Investments
Colorado
$320
GCM
768
Gunpowder Capital Management
Maryland
$320 +$324 +1 New
UFF
769
USA Financial Formulas
Michigan
$320 +$324 +1 New
TPBG
770
Turning Point Benefit Group
Maryland
$319
DF
771
Dunhill Financial
United Kingdom
$293
RCM
772
Raleigh Capital Management
North Carolina
$33
TCM
773
TimesSquare Capital Management
New York
-$33.2M -101,073 Closed
Impax Asset Management Group
774
Impax Asset Management Group
United Kingdom
-$25.5M -77,668 Closed
AIM
775
Achmea Investment Management
Netherlands
-$18.3M -55,524 Closed