We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$754K +$21.1K +294 +3%
PCA
852
Prosperity Capital Advisors
Ohio
$751K +$767K +10,696 New
JTWM
853
Jackson Thornton Wealth Management
Alabama
$750K +$5.74K +80 +0.8%
GA
854
GoalVest Advisory
New York
$747K -$389K -5,429 -34%
ICA
855
Infrastructure Capital Advisors
New York
$747K +$215K +3,000 +39%
TCPWM
856
Traverso Chambers Private Wealth Management
California
$747K -$8.68K -121 -1%
YIH
857
Y-Intercept (HK)
Hong Kong
$744K +$760K +10,592 New
MIM
858
Morningstar Investment Management
Illinois
$743K +$759K +10,580 New
IIL
859
Insight Inv LLC
California
$743K +$116K +1,615 +18%
SFG
860
Sunburst Financial Group
Alabama
$742K -$17.8K -248 -2%
CL
861
Choreo LLC
Illinois
$740K -$91.3K -1,273 -11%
GLLW
862
Graves Light Lenhart Wealth
Virginia
$740K +$36.7K +512 +5%
JWM
863
Jeppson Wealth Management
California
$738K -$10.8K -150 -1%
VBCG
864
Valley Brook Capital Group
Pennsylvania
$733K -$1.65K -23 -0.2%
SIA
865
Schechter Investment Advisors
Michigan
$733K +$148K +2,063 +25%
SFG
866
Summit Financial Group
West Virginia
$733K – – –
NL
867
NWAM LLC
Washington
$730K -$56.9K -794 -7%
PNC
868
Park National Corp
Ohio
$728K -$49.8K -695 -6%
SS
869
Sunbelt Securities
Texas
$726K -$3.08K -43 -0.4%
FWP
870
Firethorn Wealth Partners
Georgia
$722K +$6.67K +93 +0.9%
EP
871
Eudaimonia Partners
Tennessee
$721K +$63.2K +881 +9%
CIA
872
Cape Investment Advisory
Georgia
$718K +$49.8K +695 +7%
HSA
873
HBK Sorce Advisory
Pennsylvania
$718K -$111K -1,543 -13%
EWM
874
EPG Wealth Management
Georgia
$718K +$1.58K +22 +0.2%
QI
875
Qtron Investments
Massachusetts
$716K +$1.15K +16 +0.2%
33 34
35
36 37