We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
851
Carmichael Hill & Associates
Maryland
$572K +$1.98K +33 +0.4%
CAL
852
Capital Analysts LLC
Pennsylvania
$570K +$549K +9,168 New
MAM
853
Meeder Asset Management
Ohio
$569K +$181K +3,016 +49%
GC
854
Grimes & Company
Massachusetts
$567K -$82.3K -1,375 -13%
WP
855
WealthSource Partners
California
$563K -$188K -3,148 -26%
WTFG
856
Wells Trecaso Financial Group
Ohio
$563K – – –
BOS
857
Bank of Stockton
California
$563K +$14.2K +237 +3%
MBT
858
Montecito Bank & Trust
California
$561K – – –
CLOS
859
Compagnie Lombard Odier SCmA
Switzerland
$559K -$575K -9,600 -52%
CK
860
Cohen Klingenstein
New York
$559K – – –
CCFCSB
861
Cape Cod Five Cents Savings Bank
Massachusetts
$558K -$50.3K -840 -9%
LC
862
LCNB Corp
Ohio
$558K -$5.99K -100 -1%
WWM
863
Western Wealth Management
Colorado
$558K +$36.9K +616 +7%
LW
864
Linscomb Wealth
Texas
$556K -$3.05K -51 -0.6%
BBNA
865
Bremer Bank National Association
Minnesota
$556K +$44.2K +738 +9%
BTW
866
Boston Trust Walden
Massachusetts
$553K – – –
BFA
867
Beaumont Financial Advisors
Massachusetts
$552K +$28K +467 +6%
ISB
868
Iowa State Bank
Iowa
$548K -$137K -2,280 -21%
GT
869
Greenleaf Trust
Michigan
$548K -$12.2K -203 -2%
FNBOSM
870
First National Bank of South Miami
Florida
$548K -$11.1K -185 -2%
JWCA
871
J.W. Coons Advisors
Ohio
$548K +$120 +2 +0%
WKWM
872
Walter & Keenan Wealth Management
Indiana
$546K -$120K -2,000 -19%
CAN
873
Claraphi Advisory Network
United States
$546K +$239 +4 +0%
MSFP
874
Mark Sheptoff Financial Planning
Connecticut
$542K +$35.9K +600 +7%
ESCM
875
Echo Street Capital Management
New York
$542K +$523K +8,727 New
33 34
35
36 37