We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1076
Monetary Management Group
Missouri
$900K – – –
SFO
1077
Stokes Family Office
Louisiana
$900K -$546K -5,801 -38%
NB
1078
Nicolet Bankshares
Wisconsin
$893K +$9.04K +96 +1%
BCG
1079
Breakwater Capital Group
New Jersey
$892K -$39.7K -422 -4%
MFC
1080
Mechanics Financial Corp
Ohio
$890K +$36.5K +388 +4%
FWI
1081
Facet Wealth Inc
Maryland
$885K +$588K +6,248 +208%
RB
1082
Rodgers Brothers
Pennsylvania
$885K -$132K -1,400 -13%
AHL
1083
Abel Hall LLC
Louisiana
$879K -$55.3K -587 -6%
HSA
1084
HBK Sorce Advisory
Pennsylvania
$879K +$30.3K +322 +4%
SC
1085
Shuttleworth & Co
Ohio
$878K -$142K -1,511 -14%
AWM
1086
Affinity Wealth Management
Delaware
$878K +$1.7K +18 +0.2%
WDC
1087
Woodward Diversified Capital
California
$874K -$12.1K -128 -1%
HP
1088
Havemeyer Place
Connecticut
$873K -$41.5K -441 -5%
MMM
1089
Mendel Money Management
Illinois
$873K -$61.7K -655 -7%
SIC
1090
Salem Investment Counselors
North Carolina
$873K -$17.7K -188 -2%
CFO
1091
Cambient Family Office
Michigan
$873K -$9.6K -102 -1%
JAG
1092
Journey Advisory Group
Kentucky
$871K +$18.7K +199 +2%
PE
1093
PCM Encore
Colorado
$871K -$8.85K -94 -1%
CWM
1094
Chesapeake Wealth Management
Virginia
$870K +$7.91K +84 +0.9%
GBT
1095
Grove Bank & Trust
Florida
$870K +$65.1K +691 +8%
PAM
1096
Peninsula Asset Management
Florida
$870K – – –
PIA
1097
Pinion Investment Advisors
Kansas
$869K +$7.63K +81 +0.9%
SFP
1098
Shepherd Financial Partners
Massachusetts
$861K +$1.98K +21 +0.2%
TWM
1099
Tortuga Wealth Management
California
$860K +$377 +4 +0%
IWA
1100
Icon Wealth Advisors
Texas
$859K +$431K +4,582 +104%
42 43
44
45 46