We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1301
Broyhill Asset Management
North Carolina
$605K – – –
WLIM
1302
White Lighthouse Investment Management
Massachusetts
$604K -$310K -3,296 -34%
CFP
1303
Catalyst Financial Partners
Massachusetts
$603K -$52.5K -558 -8%
CAAS
1304
Capital Asset Advisory Services
Michigan
$603K +$219K +2,325 +59%
BFG
1305
Berger Financial Group
Minnesota
$600K -$30.6K -325 -5%
MCM
1306
Marathon Capital Management
Maryland
$600K +$20.2K +215 +4%
ANBT
1307
American National Bank & Trust
Texas
$599K -$1.04K -11 -0.2%
EWM
1308
Empirical Wealth Management
Washington
$598K -$7.44K -79 -1%
BS
1309
Banco Santander
Spain
$597K -$13.9K -148 -2%
VHAM
1310
Van Hulzen Asset Management
California
$595K +$19.8K +210 +3%
WF
1311
Welch & Forbes
Massachusetts
$595K -$9.41K -100 -2%
IC
1312
Inscription Capital
Texas
$594K +$22.4K +238 +4%
IP
1313
Integras Partners
Georgia
$593K +$16.3K +173 +3%
CWM
1314
Cranbrook Wealth Management
Michigan
$592K – – –
WEG
1315
World Equity Group
Illinois
$592K +$293K +3,107 +101%
SWM
1316
SHP Wealth Management
Massachusetts
$591K +$65.9K +700 +13%
UF
1317
Univest Financial
Pennsylvania
$591K +$189K +2,009 +48%
MCP
1318
Mirador Capital Partners
California
$590K -$9.51K -101 -2%
IFG
1319
Independent Financial Group
California
$586K +$117K +1,246 +26%
ARA
1320
Approach Retirement Advisors
Alabama
$581K +$20.3K +216 +4%
MWC
1321
MBM Wealth Consultants
Missouri
$580K +$57.2K +608 +11%
PA
1322
PFW Advisors
Georgia
$579K +$1.41K +15 +0.2%
MW
1323
MBL Wealth
North Carolina
$576K -$53.4K -567 -9%
CC
1324
Clearwave Capital
California
$576K +$52.4K +557 +10%
SFWA
1325
Summit Financial Wealth Advisors
Louisiana
$573K +$40.6K +431 +8%
51 52
53
54 55