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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1301
Carderock Capital Management
Maryland
$226K – – –
MIM
1302
Montgomery Investment Management
Maryland
$226K +$212K +6,000 New
B
1303
Bailard
California
$226K +$212K +6,003 New
PCM
1304
Passive Capital Management
Maryland
$225K +$211K +5,994 New
SIM
1305
SSI Investment Management
California
$225K +$210K +5,955 New
FTC
1306
Farmers Trust Company
Ohio
$225K +$211K +5,979 New
BDF
1307
Balasa Dinverno & Foltz
$225K +$211K +5,986 New
CIS
1308
Continental Investors Services
Washington
$225K +$212K +6,018 New
BFA
1309
Brendel Financial Advisors
New Hampshire
$223K +$209K +5,922 New
LDB
1310
Lee, Danner & Bass
Tennessee
$223K +$209K +5,925 New
SAM
1311
Summit Asset Management
Tennessee
$223K +$209K +5,933 New
RF
1312
Resolute Financial
Massachusetts
$223K +$209K +5,940 New
OTL
1313
Oak Thistle LLC
New York
$223K +$210K +5,947 New
EGM
1314
Engineers Gate Manager
New York
$222K -$11.5M -327,003 -98%
MA
1315
Mutual Advisors
Nebraska
$220K +$207K +5,863 New
FAG
1316
Financial Advisory Group
Texas
$219K +$205K +5,823 New
OR
1317
Olympiad Research
Connecticut
$218K +$204K +5,798 New
OFG
1318
Oxford Financial Group
Indiana
$218K +$205K +5,809 New
LWCFA
1319
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K – – –
WSWA
1320
Warren Street Wealth Advisors
California
$217K +$203K +5,758 New
DWM
1321
Drive Wealth Management
Utah
$217K +$203K +5,769 New
PWP
1322
Perfromance Wealth Partners
Illinois
$217K +$203K +5,770 New
QPWM
1323
Quadrant Private Wealth Management
Pennsylvania
$217K +$204K +5,772 New
CWM
1324
Cornerstone Wealth Management
Missouri
$216K +$202K +5,729 New
PFA
1325
Pathway Financial Advisors
Vermont
$216K +$223K +6,312 New
51 52
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