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CSX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SS
726
Simplicity Solutions
Minnesota
$777K -$74.5K -2,397 -8%
CGL
727
Clarius Group LLC
Washington
$777K -$32.4K -1,042 -3%
XF
728
XML Financial
Maryland
$777K +$906K +29,155 New
PBO
729
Peoples Bank (Ohio)
Ohio
$776K -$4.07K -131 -0.4%
AUB
730
Atlantic Union Bankshares
Virginia
$775K -$64.1K -2,061 -7%
LPT
731
Legacy Private Trust
Wisconsin
$774K
SAS
732
Sanford Advisory Services
Michigan
$774K
MAM
733
Morse Asset Management
Connecticut
$772K
RSWM
734
Robertson Stephens Wealth Management
California
$771K +$124K +3,975 +16%
CCM
735
Cullen Capital Management
New York
$767K +$2.58K +83 +0.3%
Westfield Capital Management
736
Westfield Capital Management
Massachusetts
$762K
CDIA
737
Capital Directions Investment Advisors
Georgia
$759K -$886K -28,500 Closed
NG
738
Northstar Group
New York
$757K +$15.9K +510 +2%
AWA
739
Arkadios Wealth Advisors
Georgia
$757K +$54.1K +1,739 +7%
ATC
740
Adirondack Trust Company
New York
$749K +$57.4K +1,846 +7%
LWM
741
Lyell Wealth Management
California
$745K +$54.1K +1,742 +7%
FIA
742
Foundations Investment Advisors
Arizona
$743K -$50.3K -1,617 -5%
EFG
743
Everhart Financial Group
Ohio
$743K +$170K +5,467 +24%
RMC
744
Resources Management Corp
Connecticut
$742K -$10.9K -350 -1%
LFA
745
Legacy Financial Advisors
Kentucky
$741K -$22.9K -736 -3%
EFS
746
Essex Financial Services
Connecticut
$741K +$218 +7 +0%
PGIM
747
Pacific Global Investment Management
California
$735K -$5.41K -174 -0.6%
SCA
748
Snowden Capital Advisors
New York
$732K -$78.4K -2,522 -8%
PFM
749
Parsec Financial Management
North Carolina
$731K
SHWM
750
Silicon Hills Wealth Management
Texas
$731K