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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1226
CGC Financial Services
Oregon
$253K – – –
FH
1227
FWG Holdings
Florida
$251K +$19.3K +609 +8%
RPWA
1228
Regent Peak Wealth Advisors
Georgia
$250K +$6.18K +195 +2%
JMF
1229
Johnson Midwest Financial
Iowa
$250K – – –
WCA
1230
Westover Capital Advisors
Delaware
$250K -$16.2K -510 -6%
LAM
1231
L2 Asset Management
Massachusetts
$247K -$235K -7,423 -99%
CST
1232
Charles Schwab Trust
Nevada
$247K -$34.2K -1,080 -12%
MFA
1233
McClarren Financial Advisors
Pennsylvania
$247K – – –
OFS
1234
OneAscent Financial Services
Alabama
$247K +$254K +8,031 New
GA
1235
Geller Advisors
New York
$247K +$380 +12 +0.1%
CPA
1236
Court Place Advisors
Maryland
$246K – – –
MHR
1237
Matthew Hamilton Rosenberg
$246K +$14.4K +453 +6%
WAG
1238
Wallace Advisory Group
California
$245K -$3.23K -102 -1%
BWM
1239
BNC Wealth Management
Oregon
$244K – – –
CGA
1240
Crescent Grove Advisors
Illinois
$244K – – –
CHA
1241
Carmichael Hill & Associates
Maryland
$244K – – –
CFA
1242
Capstone Financial Advisors
Illinois
$244K +$11K +346 +5%
BSSFA
1243
Baron Silver Stevens Financial Advisors
Florida
$244K +$13.1K +414 +6%
EB
1244
Exchange Bank
California
$244K – – –
ZB
1245
Zions Bancorporation
Utah
$243K +$15K +474 +6%
NCM
1246
New Capital Management
Texas
$242K +$250K +7,884 New
LWP
1247
LMG Wealth Partners
Louisiana
$242K – – –
BCB
1248
Brian C. Broderick
$240K – – –
FPAS
1249
Focus Partners Advisor Solutions
Missouri
$238K +$40.5K +1,277 +20%
SEP
1250
Southland Equity Partners
Missouri
$238K +$63 +2 +0%
48 49
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