We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1951
MCF Advisors
Kentucky
$170K -$3.2K -37 -2%
CAL
1952
Capital Advisors Ltd
Ohio
$170K +$64.8K +748 +68%
SC
1953
Sawyer & Company
Massachusetts
$169K -$44.6K -515 -22%
AFS
1954
Anderson Financial Strategies
Ohio
$165K – – –
AIM
1955
Acropolis Investment Management
Missouri
$163K +$19.2K +222 +14%
PWM
1956
Proathlete Wealth Management
Florida
$162K +$153K +1,763 New
HIA
1957
Harbor Investment Advisory
Maryland
$161K -$6.92K -80 -4%
GP
1958
Greenline Partners
New York
$159K +$4.85K +56 +3%
SCM
1959
Silvant Capital Management
Georgia
$159K – – –
MWA
1960
Medallion Wealth Advisors
Connecticut
$157K – – –
MCM
1961
MV Capital Management
Maryland
$153K +$2.16K +25 +2%
BWL
1962
Bogart Wealth LLC
Virginia
$152K +$8.4K +97 +6%
SAM
1963
S.A. Mason
Michigan
$146K – – –
TFA
1964
Toth Financial Advisory
Virginia
$145K -$8.4K -97 -6%
DMBA
1965
Deseret Mutual Benefit Administrators
Utah
$143K -$5.19K -60 -4%
CB
1966
Community Bank
New York
$143K -$8.66K -100 -6%
APW
1967
Acima Private Wealth
Virginia
$138K – – –
BC
1968
Barrett & Company
Rhode Island
$137K – – –
TSMHT
1969
Thurston Springer Miller Herd & Titak
Indiana
$136K +$16.1K +186 +14%
FMP
1970
Financial Management Professionals
Texas
$136K +$1.13K +13 +0.9%
SGC
1971
Slocum, Gordon & Co
Rhode Island
$133K – – –
MSFP
1972
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
WAOTB
1973
Wealth Advisors of Tampa Bay
Florida
$126K +$119K +1,369 New
MEG
1974
Millstone Evans Group
Colorado
$125K – – –
PP
1975
PrairieView Partners
Minnesota
$123K – – –
77 78
79
80 81