SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Corsicana & Co
Texas
$267K +$263K +2,820 New
OL
1752
Optas LLC
Texas
$267K +$18K +193 +7%
EF
1753
Elite Financial
Idaho
$266K -$78.8K -844 -22%
TCBWMS
1754
Texas Capital Bank Wealth Management Services
Texas
$266K +$22.2K +238 +9%
SFS
1755
Searcy Financial Services
Kansas
$265K – – –
EAM
1756
Evanson Asset Management
California
$263K – – –
WJWM
1757
Williams Jones Wealth Management
New York
$263K – – –
GL
1758
Gerber LLC
Ohio
$263K -$19.8K -212 -7%
FG
1759
Foster Group
Iowa
$263K +$15.9K +170 +7%
PHIC
1760
Pine Haven Investment Counsel
Massachusetts
$263K – – –
GIA
1761
Gateway Investment Advisers
Ohio
$262K +$10.2K +109 +4%
OMIC
1762
Old Mission Investment Co
Michigan
$262K +$31.7K +340 +14%
BAM
1763
Boyar Asset Management
New York
$262K – – –
CCC
1764
Chelsea Counsel Company
California
$262K -$8.49K -91 -3%
LCM
1765
Liberty Capital Management
Michigan
$261K – – –
NB
1766
Northwest Bancshares
Pennsylvania
$261K – – –
RA
1767
Rodgers & Associates
Pennsylvania
$261K +$2.05K +22 +0.8%
PAS
1768
PKS Advisory Services
New York
$260K +$38.4K +411 +18%
BS
1769
Brighton Securities
New York
$259K -$168K -1,800 -40%
LEA
1770
Legacy Edge Advisors
New York
$259K – – –
AW
1771
Alteri Wealth
California
$258K +$6.25K +67 +3%
PBC
1772
Pavion Blue Capital
California
$257K – – –
FCA
1773
Fortis Capital Advisors
Kansas
$257K +$253K +2,712 New
VMMC
1774
V.M. Manning & Co
South Carolina
$257K – – –
MYIA
1775
Mount Yale Investment Advisors
Colorado
$256K +$195K +2,092 +342%
69 70
71
72 73