We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
976
Balentine LLC
Georgia
$530K -$448K -6,650 -47%
CC
977
Chicago Capital
Illinois
$529K +$89.8K +1,333 +21%
CA
978
Clearstead Advisors
Ohio
$527K +$47.5K +706 +10%
SIM
979
Sentry Investment Management
Wisconsin
$524K +$120K +1,786 +31%
FCM
980
Firestone Capital Management
Florida
$524K -$13.1K -195 -3%
PCMF
981
Private Capital Management (Florida)
Florida
$522K +$236K +3,500 +88%
PAM
982
Peninsula Asset Management
Florida
$521K – – –
DWT
983
Dorsey & Whitney Trust
South Dakota
$521K +$91.6K +1,360 +22%
ACM
984
Advisors Capital Management
New Jersey
$521K +$71.8K +1,067 +17%
IFU
985
iSAM Funds (UK)
United Kingdom
$521K +$504K +7,485 New
LBC
986
Lowe Brockenbrough & Co
Virginia
$521K +$27K +401 +6%
SL
987
Summitry LLC
California
$518K – – –
LIM
988
Lathrop Investment Management
Arkansas
$518K – – –
FCP
989
Fidelis Capital Partners
Florida
$518K +$211K +3,135 +83%
TCOT
990
Trust Company of Toledo
Ohio
$516K -$24.9K -370 -5%
NAG
991
Northstar Advisory Group
New Jersey
$516K +$10K +149 +2%
MFC
992
Mechanics Financial Corp
Ohio
$513K -$50K -742 -9%
WHC
993
Wulff, Hansen & Co
California
$512K – – –
PFWA
994
Paces Ferry Wealth Advisors
Georgia
$512K +$305K +4,523 +159%
CAM
995
Cresset Asset Management
Illinois
$512K -$316K -4,699 -39%
LWP
996
Lumature Wealth Partners
Georgia
$511K – – –
EWA
997
Exencial Wealth Advisors
Oklahoma
$511K +$20.8K +309 +4%
CIA
998
Cohen Investment Advisors
New Hampshire
$510K +$13.4K +199 +3%
FHA
999
Flagship Harbor Advisors
Massachusetts
$508K +$75.8K +1,126 +18%
TWM
1000
Tradition Wealth Management
Minnesota
$508K +$1.48K +22 +0.3%
38 39
40
41 42