We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1001
Greenleaf Trust
Michigan
$323K +$29.3K +527 +9%
RPC
1002
Rossmore Private Capital
Connecticut
$323K +$346K +6,230 New
CM
1003
Cornerstone Management
Georgia
$320K +$111 +2 +0%
SFM
1004
Signet Financial Management
New Jersey
$318K -$11.1K -200 -3%
LDB
1005
Lee, Danner & Bass
Tennessee
$318K -$3.39K -61 -1%
PFM
1006
Parsec Financial Management
North Carolina
$314K – – –
VHAM
1007
Van Hulzen Asset Management
California
$313K -$8.12K -146 -2%
GC
1008
Gratus Capital
Georgia
$312K -$212K -3,812 -39%
HDIM
1009
Hanson & Doremus Investment Management
Vermont
$312K -$41.2K -742 -11%
BFIM
1010
Beese Fulmer Investment Management
Ohio
$312K -$11.1K -200 -3%
YMRC
1011
Yorktown Management & Research Company
Virginia
$311K -$88.9K -1,600 -21%
SC
1012
Schulhoff & Co
Ohio
$311K – – –
MSA
1013
Marino Stram & Associates
Massachusetts
$311K +$87.1K +1,566 +35%
KFC
1014
Klingenstein Fields & Co
New York
$310K – – –
CCM
1015
Covington Capital Management
California
$309K – – –
PA
1016
Procyon Advisors
Connecticut
$309K +$27.7K +498 +9%
BMO
1017
Beck Mack & Oliver
New York
$306K – – –
DJSG
1018
D.J. St. Germain
Massachusetts
$305K -$31.1K -560 -9%
PFO
1019
Pathstone Family Office
New Jersey
$304K -$19.8K -356 -6%
IP
1020
Isthmus Partners
Wisconsin
$304K – – –
TC
1021
Telemus Capital
Michigan
$303K – – –
VFP
1022
Verus Financial Partners
Virginia
$303K +$167 +3 +0.1%
MFW
1023
Mosaic Family Wealth
Missouri
$303K +$8.78K +158 +3%
CCB
1024
Cutter & Co Brokerage
Missouri
$302K +$945 +17 +0.3%
VCM
1025
Violich Capital Management
California
$300K – – –
39 40
41
42 43