We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
901
Caprock Group
Idaho
$423K +$161K +2,888 +55%
PA
902
Probity Advisors
Texas
$422K – – –
IWC
903
Integrated Wealth Concepts
Massachusetts
$422K +$37.9K +681 +9%
DWA
904
Douglass Winthrop Advisors
New York
$421K +$64.7K +1,164 +17%
SFG
905
SNS Financial Group
Minnesota
$419K +$2.17K +39 +0.5%
FMP
906
Financial Management Professionals
Texas
$419K +$2.83K +51 +0.6%
FCA
907
FinTrust Capital Advisors
South Carolina
$417K +$5.73K +103 +1%
PAM
908
Peninsula Asset Management
Florida
$409K -$102K -1,837 -19%
CCA
909
Cobblestone Capital Advisors
New York
$405K +$7.5K +135 +2%
CA
910
Calton & Associates
Florida
$400K -$667 -12 -0.2%
LIM
911
Lathrop Investment Management
Arkansas
$397K -$222K -4,000 -34%
WWM
912
Western Wealth Management
Colorado
$397K -$5.84K -105 -1%
ESB
913
Essex Savings Bank
Connecticut
$395K +$1.61K +29 +0.4%
TCOT
914
Trust Company of Toledo
Ohio
$394K +$55K +989 +15%
IFWM
915
Institute for Wealth Management
Colorado
$393K +$445 +8 +0.1%
PJSIMP
916
P.J. Schmidt Investment Management (PJS)
Wisconsin
$392K +$5.23K +94 +1%
WP
917
WealthSource Partners
California
$392K +$79.4K +1,428 +23%
ISL
918
Ingalls & Snyder LLC
New York
$389K – – –
GRP
919
Global Retirement Partners
California
$389K +$98.7K +1,775 +31%
GWM
920
GSB Wealth Management
Connecticut
$388K – – –
WAAG
921
Wealth Alliance Advisory Group
Kansas
$387K +$7.17K +129 +2%
SL
922
Summitry LLC
California
$386K – – –
IC
923
Intersect Capital
California
$386K +$7K +126 +2%
CT
924
Cambridge Trust
Massachusetts
$384K -$1.72K -31 -0.4%
WG
925
Watchman Group
Texas
$382K -$11K -198 -3%
35 36
37
38 39