We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
726
Advisornet Financial
Minnesota
$1.04M +$31.4K +428 +3%
PMG
727
ProVise Management Group
Florida
$1.04M -$5.65K -77 -0.5%
CAAS
728
Capital Asset Advisory Services
Michigan
$1.04M +$14.6K +199 +1%
GAM
729
Gotham Asset Management
New York
$1.04M -$1.67M -22,687 -61%
BAM
730
Belpointe Asset Management
Nevada
$1.04M -$702K -9,564 -40%
FCA
731
FinTrust Capital Advisors
South Carolina
$1.04M +$36.7K +500 +4%
VWA
732
V Wealth Advisors
Kansas
$1.04M +$91.5K +1,246 +9%
SAM
733
SignalPoint Asset Management
Missouri
$1.04M +$10.6K +144 +1%
LWM
734
Laidlaw Wealth Management
New York
$1.03M +$655K +8,921 +159%
TW
735
TrinityPoint Wealth
Connecticut
$1.03M +$58.9K +802 +6%
CFG
736
Citizens Financial Group
Rhode Island
$1.03M -$11.6K -158 -1%
WF
737
Welch & Forbes
Massachusetts
$1.02M – – –
IWM
738
IHT Wealth Management
Illinois
$1.02M +$16.6K +226 +2%
LWAM
739
Legacy Wealth Asset Management
Minnesota
$1.02M -$367 -5 -0%
TT
740
TI-Trust
Illinois
$1.01M +$44.1K +600 +4%
CCG
741
Chatham Capital Group
Georgia
$1.01M – – –
WC
742
Woodstock Corp
Massachusetts
$1.01M -$8.37K -114 -0.8%
CAM
743
Congress Asset Management
Massachusetts
$1.01M +$349K +4,755 +51%
JIP
744
Jaffetilchin Investment Partners
Florida
$1M +$5.65K +77 +0.5%
CWS
745
Confluence Wealth Services
Pennsylvania
$1M +$50.1K +683 +6%
MSS
746
Mitchell Sinkler & Starr
Pennsylvania
$998K +$16.9K +230 +2%
WLIM
747
White Lighthouse Investment Management
Massachusetts
$996K -$587 -8 -0.1%
CAM
748
Columbia Asset Management
Michigan
$995K +$1.02M +13,950 New
AIS
749
AM Investment Strategies
Tennessee
$988K +$3.45K +47 +0.3%
RIA
750
Realta Investment Advisors
Delaware
$985K -$122K -1,665 -11%
28 29
30
31 32