We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
1101
Hummer Financial Advisory Services
Illinois
$298K – – –
MSAM
1102
Moloney Securities Asset Management
Missouri
$298K +$13.6K +227 +5%
WA
1103
WealthTrust Axiom
Pennsylvania
$297K – – –
PWLP
1104
Prio Wealth Limited Partnership
Massachusetts
$296K – – –
CBFP
1105
Cedar Brook Financial Partners
Ohio
$294K -$18K -299 -6%
CT
1106
Coastline Trust
Rhode Island
$294K – – –
VCM
1107
Violich Capital Management
California
$294K – – –
SIAG
1108
Signet Investment Advisory Group
Rhode Island
$293K +$287K +4,775 New
LWM
1109
Laidlaw Wealth Management
New York
$292K +$286K +4,753 New
BRM
1110
Boston Research & Management
Massachusetts
$289K – – –
GWS
1111
Glassman Wealth Services
Virginia
$289K +$13.8K +229 +5%
VAS
1112
Vestmark Advisory Solutions
Massachusetts
$289K +$27.1K +451 +11%
LIG
1113
Lokken Investment Group
Delaware
$289K +$283K +4,701 New
PIMG
1114
Patriot Investment Management Group
Tennessee
$288K -$38.7K -643 -12%
SFWA
1115
Summit Financial Wealth Advisors
Louisiana
$287K -$18K -300 -5%
RFN
1116
RDA Financial Network
Iowa
$286K +$20.9K +348 +8%
DA
1117
Doliver Advisors
Texas
$286K +$50.7K +844 +22%
1SB
1118
1ST Source Bank
Indiana
$284K – – –
OSNBOA
1119
Old Second National Bank of Aurora
Illinois
$283K – – –
TI
1120
Tidal Investments
Wisconsin
$283K +$277K +4,613 New
FMP
1121
Financial Management Professionals
Texas
$282K – – –
CCB
1122
Cutter & Co Brokerage
Missouri
$282K +$1.02K +17 +0.4%
CWP
1123
Capital Wealth Planning
Florida
$282K +$47.7K +793 +20%
PFT
1124
Providence First Trust
Arizona
$282K +$276K +4,587 New
MGIA
1125
Moneta Group Investment Advisors
Missouri
$282K +$276K +4,591 New
43 44
45
46 47