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CSX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
Coldstream Capital Management
Washington
$225K -$2.86K -111 -1%
PFA
1027
Pathway Financial Advisors
Vermont
$225K – – –
AOWM
1028
Alpha Omega Wealth Management
Virginia
$224K – – –
KB
1029
Kimelman & Baird
New York
$224K – – –
DLA
1030
Douglas Lane & Associates
New York
$224K +$224K +8,691 New
AIA
1031
Affinity Investment Advisors
California
$222K -$13.1K -510 -6%
BFA
1032
Beaumont Financial Advisors
Massachusetts
$222K +$221K +8,595 New
CCM
1033
Canal Capital Management
Virginia
$219K +$219K +8,499 New
MWM
1034
Modera Wealth Management
New Jersey
$218K +$218K +8,466 New
ECM
1035
Evergreen Capital Management
Washington
$217K – – –
HFA
1036
Hoover Financial Advisors
Pennsylvania
$217K – – –
SPC
1037
Stewart & Patten Company
California
$217K – – –
OCM
1038
One Capital Management
California
$216K -$8.12K -315 -4%
DWA
1039
Douglass Winthrop Advisors
New York
$216K – – –
CWM
1040
Cornerstone Wealth Management
Missouri
$215K -$259K -10,059 -55%
KM
1041
Kalos Management
Georgia
$215K +$212K +8,214 New
JFGIW
1042
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K +$169K +6,570 +391%
BFM
1043
Boothbay Fund Management
New York
$211K +$211K +8,181 New
SWA
1044
Stratos Wealth Advisors
Ohio
$210K +$77 +3 +0%
SGA
1045
Strategic Global Advisors
California
$210K +$209K +8,130 New
MA
1046
Montag & Associates
Georgia
$209K – – –
PWM
1047
Perigon Wealth Management
California
$207K – – –
RA
1048
Rational Advisors
New York
$207K +$117K +4,524 +129%
DAS
1049
Dynamic Advisor Solutions
Arizona
$207K +$207K +8,043 New
CPA
1050
Court Place Advisors
Maryland
$206K – – –