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CSX Corp

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1401
Sentry Investment Management
Wisconsin
$157K -$54.9K -1,727 -23%
GEA
1402
Glen Eagle Advisors
New Jersey
$155K -$150K -4,738 -47%
ADL
1403
Asset Dedication LLC
California
$153K +$794 +25 +0.5%
LWCFA
1404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K -$27.2K -855 -14%
CTA
1405
Colonial Trust Advisors
South Carolina
$144K – – –
SIS
1406
Strategic Investment Solutions
Illinois
$140K -$191 -6 -0.1%
DIP
1407
DT Investment Partners
Pennsylvania
$139K – – –
EWP
1408
Elevation Wealth Partners
California
$139K – – –
AAM
1409
Advisors Asset Management
Colorado
$137K -$143K -4,491 -49%
CFO
1410
CVA Family Office
Colorado
$137K -$36.3K -1,143 -20%
ETC
1411
Exchange Traded Concepts
Oklahoma
$135K +$7.66K +241 +6%
PCM
1412
Perritt Capital Management
Illinois
$133K – – –
SGC
1413
Slocum, Gordon & Co
Rhode Island
$132K – – –
BGAI
1414
Bruce G. Allen Investments
Colorado
$128K +$20.3K +638 +17%
RDFA
1415
Ritter Daniher Financial Advisory
Ohio
$128K – – –
ACA
1416
Atlas Capital Advisors
Wyoming
$127K -$14.5K -456 -10%
TF
1417
Tompkins Financial
New York
$127K – – –
AT
1418
Avalon Trust
New Mexico
$122K +$63.5K +2,000 +93%
PCTC
1419
Perkins Coie Trust Company
Washington
$122K – – –
RFS
1420
Richardson Financial Services
Massachusetts
$121K -$37.3K -1,175 -22%
CCC
1421
Chelsea Counsel Company
California
$121K – – –
GM
1422
GeoWealth Management
Illinois
$115K -$72K -2,267 -37%
USB
1423
Union Savings Bank
Connecticut
$112K – – –
AWM
1424
Avior Wealth Management
Nebraska
$111K -$261K -8,210 -68%
AEPWM
1425
Atlantic Edge Private Wealth Management
Florida
$110K -$627K -19,731 -84%