We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1101
Parisi Gray Wealth Management
New Jersey
$50K -$1.46K -32 -3%
RWA
1102
River Wealth Advisors
Pennsylvania
$49K – – –
LWCFA
1103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$102K -2,240 -67%
AWM
1104
AllSquare Wealth Management
New York
$48K – – –
SCM
1105
Silvant Capital Management
Georgia
$48K – – –
LC
1106
Lavaca Capital
Texas
$48K +$49.6K +1,092 New
EWM
1107
Executive Wealth Management
Michigan
$48K +$50.1K +1,101 New
FDCDDQ
1108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.4K – – –
HPC
1109
HM Payson & Co
Maine
$47K -$1.01M -22,233 -95%
CWA
1110
Clarus Wealth Advisors
Arizona
$47K -$8.73K -192 -15%
OFW
1111
Omnia Family Wealth
Florida
$47K +$3K +66 +7%
WPA
1112
West Paces Advisors
Georgia
$45.8K – – –
CIM
1113
Centersquare Investment Management
Pennsylvania
$45K +$20.5K +450 +78%
BCA
1114
Berman Capital Advisors
Georgia
$45K +$48K +1,056 New
ADL
1115
Asset Dedication LLC
California
$44K – – –
CAW
1116
Cornerstone Advisors (Washington)
Washington
$43K +$5.27K +116 +13%
CAM
1117
Cresset Asset Management
Illinois
$43K +$44.2K +972 New
CHP
1118
Cable Hill Partners
Oregon
$42K -$17.8K -391 -29%
LWS
1119
Lucia Wealth Services
California
$40K – – –
MIP
1120
Mondrian Investment Partners
United Kingdom
$40K +$41.8K +920 New
WC
1121
Whitnell & Co
Illinois
$39K – – –
FIB
1122
First Interstate Bank
Montana
$37K -$45.5K -1,000 -54%
PCA
1123
Peddock Capital Advisors
Massachusetts
$37K +$20.5K +450 +113%
TWMP
1124
Taylor Wealth Management Partners
Massachusetts
$36K -$7.59K -167 -17%
WWM
1125
Willingdon Wealth Management
North Carolina
$36K -$3.68K -81 -9%
43 44
45
46 47