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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
976
Joel Isaacson & Co
New York
$564K +$158K +4,641 +41%
DWT
977
Dorsey & Whitney Trust
South Dakota
$564K +$1.95K +57 +0.4%
B
978
Bailard
California
$563K +$205 +6 +0%
NIM
979
Nexus Investment Management
Ontario, Canada
$562K – – –
PIFP
980
Partners in Financial Planning
Virginia
$562K – – –
LS
981
Livforsakringsbolaget Skandia
Sweden
$561K -$64.9K -1,900 -11%
RMC
982
Resources Management Corp
Connecticut
$560K -$208K -6,090 -28%
GFP
983
Gryphon Financial Partners
Ohio
$559K -$15.3K -449 -3%
BIG
984
Brooklyn Investment Group
New York
$559K -$4.92K -144 -0.8%
SC
985
Shuttleworth & Co
Ohio
$558K +$537K +15,714 New
TW
986
TritonPoint Wealth
Maryland
$558K +$6.45K +189 +1%
TCM
987
Tributary Capital Management
Nebraska
$558K +$239K +7,000 +80%
ONST
988
Old North State Trust
North Carolina
$554K +$248K +7,263 +87%
EWM
989
Empirical Wealth Management
Washington
$553K +$2.46K +72 +0.5%
TCBWMS
990
Texas Capital Bank Wealth Management Services
Texas
$553K +$531K +15,563 New
PP
991
PDS Planning
Ohio
$552K +$3.59K +105 +0.7%
JWM
992
JGP Wealth Management
Oregon
$551K -$1.64K -48 -0.3%
SAG
993
SageView Advisory Group
California
$549K -$20.6K -603 -4%
FFA
994
Fragasso Financial Advisors
Pennsylvania
$546K -$3K -88 -0.6%
KA
995
Kozak & Associates
Colorado
$545K +$182K +5,326 +50%
MCWS
996
McKinley Carter Wealth Services
West Virginia
$544K +$41.4K +1,211 +9%
OPPS
997
Obsidian Personal Planning Solutions
Maryland
$541K – – –
NP
998
NorthRock Partners
Minnesota
$541K +$49.3K +1,444 +10%
WTC
999
WhitTier Trust Company
Nevada
$541K -$11.5K -337 -2%
FFA
1000
Founders Financial Alliance
North Carolina
$539K +$283K +8,296 +120%
38 39
40
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