We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
926
Concord Asset Management (Virginia)
Virginia
$636K +$147K +2,050 +29%
FDS
927
First Dallas Securities
Texas
$632K -$46.6K -650 -7%
RGC
928
Roberts, Glore & Co
Illinois
$632K -$16.1K -224 -2%
RB
929
Rodgers Brothers
Pennsylvania
$628K – – –
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$627K -$24.5K -341 -4%
WFI
931
West Family Investments
California
$627K +$20.1K +280 +3%
SP
932
Successful Portfolios
Florida
$624K -$8.39K -117 -1%
CPIG
933
Chicago Partners Investment Group
Illinois
$622K +$84.8K +1,182 +16%
CIM
934
Chiron Investment Management
New York
$621K +$634K +8,841 New
FT
935
Fiduciary Trust
Massachusetts
$619K -$16.4K -229 -3%
CHA
936
Carmichael Hill & Associates
Maryland
$618K +$932 +13 +0.1%
TFA
937
Trinity Financial Advisors
Ohio
$617K +$151K +2,104 +31%
CCG
938
Cypress Capital Group
Florida
$617K +$296K +4,125 +88%
GWSG
939
GPS Wealth Strategies Group
Colorado
$614K -$7.82K -109 -1%
HCMG
940
Howard Capital Management Group
California
$611K -$72 -1 -0%
WF
941
Welch & Forbes
Massachusetts
$610K -$17.4K -242 -3%
XF
942
XML Financial
Maryland
$607K +$9.68K +135 +2%
WDG
943
Wealth Dimensions Group
Ohio
$605K -$359 -5 -0.1%
AFG
944
Allegheny Financial Group
Pennsylvania
$604K -$10.7K -149 -2%
AUB
945
Atlantic Union Bankshares
Virginia
$604K -$115K -1,610 -16%
NP
946
NorthRock Partners
Minnesota
$602K -$60.9K -849 -9%
MWM
947
Marietta Wealth Management
Georgia
$602K +$126K +1,756 +26%
MFC
948
Mechanics Financial Corp
Ohio
$601K +$85.4K +1,191 +16%
WI
949
WrapManager Inc
California
$600K -$125K -1,739 -17%
WAC
950
William Allan Corp
Colorado
$599K -$1.08K -15 -0.2%
36 37
38
39 40