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Carlisle Companies
CSL

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
801
Thurston Springer Miller Herd & Titak
Indiana
– -$261K -697 Closed
JSW
802
Journey Strategic Wealth
New Jersey
– -$255K -683 Closed
IIC
803
Integrated Investment Consultants
Michigan
– -$241K -646 Closed
WA
804
Waverly Advisors
Alabama
– -$237K -634 Closed
BWM
805
Baron Wealth Management
Michigan
– -$233K -623 Closed
DOA
806
D'Orazio & Associates
Virginia
– -$228K -610 Closed
PTB
807
Pioneer Trust Bank
Oregon
– -$224K -600 Closed
CFG
808
Carter Financial Group
Illinois
– -$223K -599 Closed
AAS
809
Annex Advisory Services
Wisconsin
– -$221K -593 Closed
MA
810
MBA Advisors
Pennsylvania
– -$221K -592 Closed
CWP
811
Cyndeo Wealth Partners
Florida
– -$212K -569 Closed
GL
812
Gerber LLC
Ohio
– -$212K -569 Closed
JIC
813
Joel Isaacson & Co
New York
– -$208K -556 Closed
CWG
814
Cornerstone Wealth Group
North Carolina
– -$205K -549 Closed
WIC
815
Woodmont Investment Counsel
Tennessee
– -$204K -546 Closed
WPC
816
Wedmont Private Capital
Pennsylvania
– -$224K -542 Closed
KCM
817
Kornitzer Capital Management
Kansas
– -$202K -540 Closed
AWM
818
Aprio Wealth Management
Georgia
– -$201K -539 Closed
NAAA
819
New Age Alpha Advisors
New York
– -$140K -375 Closed
GWM
820
Gitterman Wealth Management
New Jersey
– -$96.3K -258 Closed
AI
821
AdvisorShares Investments
Maryland
– -$31K -83 Closed
TCM
822
Traub Capital Management
Massachusetts
– -$28K -75 Closed
OWA
823
Opal Wealth Advisors
New York
– -$26.5K -71 Closed
GC
824
GFG Capital
Florida
– -$25K -67 Closed
MYIA
825
Mount Yale Investment Advisors
Colorado
– -$24.6K -66 Closed
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