We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1251
Forum Financial Management
Illinois
$559K +$88.9K +990 +19%
WF
1252
Welch & Forbes
Massachusetts
$557K -$25.8K -287 -5%
RIP
1253
Reliant Investment Partners
North Carolina
$555K +$90 +1 +0%
CWMA
1254
Capstone Wealth Management (Alabama)
Alabama
$555K +$359 +4 +0.1%
CWM
1255
Cranbrook Wealth Management
Michigan
$554K – – –
TFA
1256
Trinity Financial Advisors
Ohio
$554K +$1.53K +17 +0.3%
PP
1257
PDS Planning
Ohio
$554K +$225K +2,504 +71%
EGWAG
1258
Elwood & Goetz Wealth Advisory Group
Georgia
$554K – – –
IP
1259
Integras Partners
Georgia
$553K – – –
DA
1260
Drake & Associates
Wisconsin
$552K +$71.6K +797 +15%
PWM
1261
Partners Wealth Management
California
$552K – – –
OIC
1262
Orion Investment Company
Missouri
$552K – – –
BTD
1263
BankPlus Trust Department
Mississippi
$552K – – –
RWI
1264
Red Wave Investments
Pennsylvania
$552K +$2.96K +33 +0.6%
WFAG
1265
Worth Financial Advisory Group
North Carolina
$551K +$177K +1,970 +49%
QIM
1266
Quantitative Investment Management
Virginia
$550K +$538K +5,994 New
LFS
1267
Legacy Financial Strategies
Kansas
$549K -$1.71K -19 -0.3%
VFP
1268
Verus Financial Partners
Virginia
$547K – – –
AF
1269
Apexium Financial
Texas
$547K +$30K +334 +6%
CGL
1270
Clarius Group LLC
Washington
$543K -$52.7K -587 -9%
FBT
1271
First Bankers Trust
Kentucky
$542K +$26K +290 +5%
KFA
1272
Kapstone Financial Advisors
Ohio
$540K – – –
WWM
1273
Wiser Wealth Management
Georgia
$540K -$661K -7,356 -56%
SC
1274
Schulhoff & Co
Ohio
$540K – – –
IC
1275
Iconiq Capital
California
$539K +$178K +1,979 +51%
49 50
51
52 53