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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Alta Advisers
United Kingdom
$174K – – –
CFD
1302
Creative Financial Designs
Indiana
$172K +$23.5K +765 +15%
TWM
1303
Tradition Wealth Management
Minnesota
$172K +$55.8K +1,814 +46%
CFO
1304
CVA Family Office
Colorado
$169K -$4.4K -143 -2%
PAG
1305
Paladin Advisory Group
Iowa
$168K +$172K +5,595 New
IBOK
1306
Independence Bank of Kentucky
Kentucky
$162K -$4.61K -150 -3%
LWCFA
1307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K – – –
MA
1308
MCF Advisors
Kentucky
$161K – – –
CSWM
1309
Cassady Schiller Wealth Management
Ohio
$160K – – –
IGWM
1310
ICA Group Wealth Management
Colorado
$159K +$10.9K +356 +7%
TC
1311
Truvestments Capital
Florida
$157K +$615 +20 +0.4%
TCWA
1312
Ten Capital Wealth Advisors
Washington
$156K -$28.6K -932 -15%
CWM
1313
CarsonAllaria Wealth Management
Illinois
$156K +$584 +19 +0.4%
NHT
1314
New Hampshire Trust
New Hampshire
$147K -$8.91K -290 -6%
PCM
1315
Pointe Capital Management
Michigan
$146K +$149K +4,860 New
TFP
1316
Tilia Fiduciary Partners
North Carolina
$145K +$1.29K +42 +0.9%
LPIC
1317
LeJeune Puetz Investment Counsel
Michigan
$143K +$492 +16 +0.3%
ORAM
1318
One River Asset Management
Connecticut
$142K -$176K -5,739 -54%
EWP
1319
Elevation Wealth Partners
California
$142K +$146K +4,734 New
SIS
1320
Strategic Investment Solutions
Illinois
$141K +$145K +4,701 New
PCM
1321
Perritt Capital Management
Illinois
$135K – – –
SGC
1322
Slocum, Gordon & Co
Rhode Island
$135K – – –
PMFA
1323
Plante Moran Financial Advisors
Michigan
$132K -$20.6K -669 -13%
RDFA
1324
Ritter Daniher Financial Advisory
Ohio
$130K – – –
HDIM
1325
Hanson & Doremus Investment Management
Vermont
$130K -$599K -19,479 -82%
51 52
53
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