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CSX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
Perigon Wealth Management
California
$209K +$228K +9,786 New
FA
927
Financial Advisors
Massachusetts
$208K – – –
WAM
928
Wolverine Asset Management
Illinois
$208K +$255K +10,926 New
AT
929
Arden Trust
Delaware
$207K – – –
WIP
930
Wellesley Investment Partners
Massachusetts
$207K – – –
B
931
Bridgeworth
Alabama
$207K +$47.7K +2,043 +23%
FSG
932
Financial Strategies Group
Michigan
$206K – – –
DLA
933
Douglas Lane & Associates
New York
$206K +$34.5K +1,479 +16%
SHWM
934
Smith & Howard Wealth Management
Georgia
$205K – – –
CIA
935
CSat Investment Advisory
Michigan
$205K +$90.6K +3,882 +56%
IAN
936
Integrated Advisors Network
Texas
$204K -$1.9M -81,255 -88%
KPCM
937
Kings Point Capital Management
New York
$203K -$105K -4,491 -30%
PCA
938
Personal Capital Advisors
California
$202K -$101K -4,338 -29%
RMDI
939
R.M. Davis Inc
Maine
$201K – – –
TI
940
Tidal Investments
Wisconsin
$201K +$246K +10,542 New
JWCA
941
J.W. Coons Advisors
Ohio
$201K +$247K +10,581 New
GI
942
Gradient Investments
Minnesota
$199K +$2.45K +105 +1%
FPFS
943
First Personal Financial Services
North Carolina
$195K -$2.8K -120 -1%
CF
944
Centaurus Financial
California
$195K +$17.5K +750 +8%
NICM
945
Neo Ivy Capital Management
New York
$188K +$229K +9,807 +21,793%
ST
946
Sageworth Trust
Pennsylvania
$185K – – –
CAW
947
Cornerstone Advisors (Washington)
Washington
$184K +$10.7K +459 +5%
SBL
948
Sargent Bickham Lagudis
Colorado
$183K – – –
VCM
949
Vigilant Capital Management
Maine
$181K – – –
CCG
950
Ceeto Capital Group
Florida
$176K +$5.32K +228 +3%