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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
B
651
Brightworth
Georgia
$687K +$444K +19,284 +139%
EIP
652
Epoch Investment Partners
New York
$685K -$312K -13,557 -29%
RCG
653
Rock Creek Group
District of Columbia
$682K +$216K +9,393 +40%
CWP
654
Capital Wealth Planning
Florida
$673K -$683K -29,700 -48%
BAM
655
Brave Asset Management
New Jersey
$666K +$3.73K +162 +0.5%
AWA
656
Acorn Wealth Advisors
Michigan
$665K -$2.28K -99 -0.3%
SW
657
SVB Wealth
Massachusetts
$664K -$876K -38,097 -54%
SBSB
658
Sullivan, Bruyette, Speros & Blaney
Virginia
$662K +$16.6K +720 +2%
PGIM
659
Pacific Global Investment Management
California
$661K -$6.35K -276 -0.9%
UC
660
Unio Capital
New Jersey
$661K – – –
ER
661
Enlightenment Research
Florida
$659K +$731K +31,800 New
PTC
662
Philadelphia Trust Company
Pennsylvania
$658K -$110K -4,800 -13%
WP
663
WMS Partners
Maryland
$657K +$7.31K +318 +1%
FNBT
664
FineMark National Bank & Trust
Florida
$654K +$74.1K +3,222 +11%
WWM
665
Western Wealth Management
Colorado
$653K +$723K +31,419 New
PCM
666
Perritt Capital Management
Illinois
$650K -$28.2K -1,227 -4%
LJAC
667
L.J. Altfest & Co
New York
$648K – – –
LWM
668
Lyell Wealth Management
California
$637K – – –
CS
669
Cannell & Spears
New York
$635K – – –
UBV
670
United Bank (Virginia)
Virginia
$634K -$37.1K -1,611 -5%
TL
671
TrueWealth LLC
Georgia
$633K -$414 -18 -0.1%
AAS
672
Avantax Advisory Services
Texas
$633K +$702K +30,510 New
AB
673
AT Bancorp
Iowa
$630K -$1.45K -63 -0.2%
UB
674
UMB Bank
Missouri
$622K – – –
HA
675
Harbor Advisors
Florida
$621K – – –
25 26
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