We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
901
Wells Trecaso Financial Group
Ohio
$621K – – –
NSIM
902
North Star Investment Management
Illinois
$620K +$31.9K +500 +6%
MBT
903
Montecito Bank & Trust
California
$619K – – –
TCA
904
Transcend Capital Advisors
New Jersey
$619K +$18.7K +293 +3%
LI
905
LVZ Inc
Michigan
$615K -$15K -235 -3%
CBT
906
CoreFirst Bank & Trust
Kansas
$614K -$27K -424 -5%
WOSD
907
WFA of San Diego
California
$614K +$571K +8,960 New
EWM
908
EPG Wealth Management
Georgia
$612K +$141K +2,204 +33%
AMC
909
Asset Management Corp
Illinois
$611K -$6.12K -96 -1%
CW
910
CreativeOne Wealth
Kansas
$606K -$75.7K -1,188 -12%
AIC
911
Archer Investment Corporation
Indiana
$604K +$63.8K +1,000 +13%
GWSG
912
GPS Wealth Strategies Group
Colorado
$601K +$68.1K +1,068 +14%
AW
913
ACG Wealth
Georgia
$600K -$23.3K -366 -4%
BHBT
914
Burke & Herbert Bank & Trust
Virginia
$597K +$15.5K +243 +3%
NL
915
NWAM LLC
Washington
$596K -$41.6K -653 -7%
CAN
916
Claraphi Advisory Network
United States
$596K – – –
HCMG
917
Howard Capital Management Group
California
$596K – – –
SF
918
Symphony Financial
Texas
$595K +$26.7K +419 +5%
BL
919
Balentine LLC
Georgia
$593K +$295K +4,626 +115%
EW
920
Element Wealth
Mississippi
$590K +$2.81K +44 +0.5%
WWM
921
Western Wealth Management
Colorado
$589K +$549K +8,611 New
SP
922
Symmetry Partners
Connecticut
$588K -$44.8K -702 -8%
MIM
923
Moseley Investment Management
Florida
$588K -$1.21K -19 -0.2%
ED
924
Exane Derivatives
France
$588K +$13.6K +213 +3%
KFP
925
KMG Fiduciary Partners
Ohio
$587K +$7.01K +110 +1%
35 36
37
38 39