SO icon

Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1526
OmniStar Financial Group
North Carolina
$226K – – –
LWCFA
1527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$226K -$345 -5 -0.2%
CP
1528
Coho Partners
Pennsylvania
$225K – – –
PCG
1529
PFC Capital Group
California
$225K -$20.7K -300 -9%
NHT
1530
New Hampshire Trust
New Hampshire
$225K – – –
FEM
1531
Fulcrum Equity Management
Texas
$224K – – –
SLG
1532
Stanley-Laman Group
Pennsylvania
$224K – – –
IAMOG
1533
Investors Asset Management of Georgia
Georgia
$224K – – –
NSAM
1534
North Star Asset Management
Wisconsin
$224K – – –
QPWM
1535
Quadrant Private Wealth Management
Pennsylvania
$224K +$276 +4 +0.1%
GHAM
1536
Gilman Hill Asset Management
Connecticut
$223K +$215K +3,115 New
BWM
1537
Biltmore Wealth Management
Arizona
$223K – – –
GWM
1538
Gibbs Wealth Management
Georgia
$223K +$214K +3,107 New
WA
1539
Waterford Advisors
New York
$222K -$26.2K -380 -11%
OWA
1540
Octavia Wealth Advisors
Ohio
$219K -$24K -347 -10%
ECM
1541
Exchange Capital Management
Michigan
$219K +$1.52K +22 +0.7%
BWG
1542
Berry Wealth Group
Texas
$218K +$2.9K +42 +1%
FWIA
1543
Fort Washington Investment Advisors
Ohio
$217K -$18.2K -263 -8%
TC
1544
Truvestments Capital
Florida
$217K -$34K -493 -14%
AA
1545
Auxano Advisors
Washington
$216K +$208K +3,017 New
V
1546
VeraBank
Texas
$216K – – –
EWM
1547
Empirical Wealth Management
Washington
$216K +$3.45K +50 +2%
LCM
1548
Lazari Capital Management
California
$216K +$483 +7 +0.2%
MWM
1549
Modern Wealth Management
Kansas
$216K +$207K +3,004 New
KF
1550
KKM Financial
Illinois
$215K – – –