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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
776
Triumph Capital Management
Colorado
$1.09K – – –
PWA
777
Principia Wealth Advisory
Texas
$1.09K +$350 +1 +50%
AFC
778
Ares Financial Consulting
California
$1.09K +$1.05K +3 New
BAM
779
Bellevue Asset Management
Washington
$1.09K +$1.05K +3 New
CIA
780
Cape Investment Advisory
Georgia
$1.09K +$1.05K +3 New
RWM
781
Raffa Wealth Management
District of Columbia
$1.09K +$1.05K +3 New
NWM
782
Navigoe Wealth Management
California
$1K +$1.05K +3 New
AW
783
Avion Wealth
Texas
$1K +$1.4K +4 +400%
APW
784
Aventura Private Wealth
Florida
$726 – – –
GSWM
785
Golden State Wealth Management
California
$726 – – –
SA
786
Seneschal Advisors
Washington
$726 – – –
CFM
787
Cornerstone Financial Management
Massachusetts
$726 +$350 +1 +100%
BWL
788
Bogart Wealth LLC
Virginia
$726 +$701 +2 New
MCM
789
Manchester Capital Management
Vermont
$363 -$350 -1 -50%
UFF
790
USA Financial Formulas
Michigan
$363 – – –
ACA
791
American Capital Advisory
Idaho
$363 +$350 +1 New
DF
792
Downshift Financial
Colorado
$363 +$350 +1 New
M
793
MOTCO
Texas
$363 +$350 +1 New
PS
794
Planning Strategies
Pennsylvania
$363 +$350 +1 New
DF
795
DecisionPoint Financial
Arizona
$361 +$350 +1 New
RCM
796
Raleigh Capital Management
North Carolina
$38 – – –
SSA
797
Schonfeld Strategic Advisors
New York
– -$25.2M -75,520 Closed
PTPFOECYE
798
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$14.9M -44,780 Closed
TAF
799
Tredje AP-fonden
Sweden
– -$5.64M -16,916 Closed
HP
800
Havemeyer Place
Connecticut
– -$5.15M -15,423 Closed
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