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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
1026
Wilmington Savings Fund Society
Delaware
$525K -$60.1K -1,679 -10%
SWM
1027
Sendero Wealth Management
Texas
$523K -$12.2K -341 -2%
SC
1028
Shuttleworth & Co
Ohio
$522K -$46.6K -1,301 -8%
CS
1029
Crescent Sterling
Louisiana
$522K -$7.16K -200 -1%
A
1030
AlphaQuest
New York
$521K -$1.27M -35,490 -71%
NAS
1031
Nicolet Advisory Services
Wisconsin
$517K -$47.8K -1,335 -8%
MFIM
1032
Mesirow Financial Investment Management
Illinois
$516K -$63.1K -1,763 -11%
TFA
1033
TrustWell Financial Advisors
Florida
$516K +$510K +14,239 New
WCM
1034
Washington Capital Management
Washington
$515K – – –
CCM
1035
Canal Capital Management
Virginia
$515K +$1.04K +29 +0.2%
GWM
1036
Goldenstone Wealth Management
California
$514K +$507K +14,172 New
SAG
1037
SageView Advisory Group
California
$513K -$46.1K -1,289 -8%
HBS
1038
Howard Bailey Securities
Indiana
$513K -$3.36K -94 -0.7%
PSB
1039
Piscataqua Savings Bank
New Hampshire
$512K – – –
TF
1040
Tudor Financial
Ohio
$510K – – –
FFG
1041
Frisch Financial Group
New York
$510K +$501 +14 +0.1%
MWM
1042
Mindset Wealth Management
Indiana
$508K – – –
HIC
1043
Harvey Investment Company
Kentucky
$507K – – –
PJWM
1044
Philip James Wealth Mangement
Georgia
$506K – – –
PFA
1045
Pure Financial Advisors
California
$506K +$32.3K +902 +7%
DWM
1046
Diversify Wealth Management
Utah
$506K +$50.9K +1,421 +11%
REMPR
1047
Roof Eidam Maycock Peralta (REMP)
California
$505K – – –
SOAG
1048
Silver Oak Advisory Group
Oregon
$503K -$9.91K -277 -2%
FFWA
1049
FRG Family Wealth Advisors
Washington
$502K – – –
KWA
1050
Kingswood Wealth Advisors
California
$502K +$198K +5,528 +66%
40 41
42
43 44