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CSX Corp
CSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1501
Cambient Family Office
Michigan
$220K +$210K +5,354 New
RIA
1502
Regal Investment Advisors
Michigan
$220K +$210K +5,351 New
FWI
1503
Facet Wealth Inc
Maryland
$219K +$210K +5,346 New
MAWA
1504
Moss Adams Wealth Advisors
Washington
$219K +$209K +5,341 New
PUI
1505
Purpose Unlimited Inc
$219K +$209K +5,330 New
SFG
1506
Strive Financial Group
Indiana
$218K +$666 +17 +0.3%
APC
1507
Aspire Private Capital
North Carolina
$217K -$34K -868 -14%
NI
1508
Natural Investments
California
$217K +$207K +5,290 New
PCH
1509
PGIM Custom Harvest
New Jersey
$217K +$207K +5,280 New
PDL
1510
Portfolio Design Labs
California
$217K +$207K +5,278 New
NHC
1511
Nicholas Hoffman & Company
Georgia
$216K +$206K +5,267 New
DWAM
1512
Duncan Williams Asset Management
Tennessee
$216K – – –
BWM
1513
Base Wealth Management
Florida
$215K +$205K +5,234 New
AA
1514
Armis Advisers
Georgia
$214K +$189K +4,827 New
CRIG
1515
Charter Research & Investment Group
Connecticut
$214K +$205K +5,221 New
WPP
1516
Whalerock Point Partners
Rhode Island
$214K +$205K +5,218 New
AC
1517
AXQ Capital
New Jersey
$213K -$850K -21,698 -81%
WWC
1518
Waypoint Wealth Counsel
Georgia
$213K -$20.5K -523 -9%
NWM
1519
Northwest Wealth Management
Iowa
$213K +$203K +5,189 New
JFGIW
1520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K – – –
RFP
1521
Root Financial Partners
California
$212K +$16.1K +412 +9%
BFG
1522
Berger Financial Group
Minnesota
$212K +$203K +5,168 New
PMWMG
1523
Parr McKnight Wealth Management Group
Minnesota
$212K +$202K +5,166 New
OL
1524
OneFund LLC
Florida
$212K -$15.3K -390 -7%
ATPW
1525
Ashton Thomas Private Wealth
Arizona
$212K +$202K +5,162 New
59 60
61
62 63