We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
1951
South Plains Financial
Texas
$190K -$28K -300 -13%
OSNBOA
1952
Old Second National Bank of Aurora
Illinois
$189K -$6.07K -65 -3%
OCM
1953
Osterweis Capital Management
California
$188K – – –
BWL
1954
Bogart Wealth LLC
Virginia
$184K +$1.96K +21 +1%
CIR
1955
Clear Investment Research
Georgia
$182K +$93 +1 +0.1%
SSG
1956
Summit Securities Group
New York
$180K +$108K +1,156 +156%
TWM
1957
Tripletail Wealth Management
Florida
$180K +$175K +1,879 New
RA
1958
Ransom Advisory
Rhode Island
$177K – – –
CAL
1959
Capital Advisors Ltd
Ohio
$175K – – –
PWM
1960
Proathlete Wealth Management
Florida
$169K +$934 +10 +0.6%
CIAM
1961
Caitong International Asset Management
Hong Kong
$167K +$164K +1,762 New
CCA
1962
Catalyst Capital Advisors
New York
$165K +$35.3K +378 +28%
SAM
1963
S.A. Mason
Michigan
$164K +$2.33K +25 +1%
SCM
1964
Silvant Capital Management
Georgia
$164K – – –
RWM
1965
RMG Wealth Management
Wisconsin
$163K – – –
MWA
1966
Medallion Wealth Advisors
Connecticut
$161K – – –
FFO
1967
Fortitude Family Office
Arizona
$159K -$17.1K -183 -10%
MCM
1968
MV Capital Management
Maryland
$157K – – –
LSA
1969
Leonteq Securities AG
Switzerland
$156K +$79.2K +848 +106%
RFG
1970
REAP Financial Group
Texas
$152K -$12.7K -136 -8%
HFM
1971
Harvest Fund Management
China
$152K – – –
VNA
1972
Valley National Advisers
Pennsylvania
$152K +$4.48K +48 +3%
GWP
1973
Gen-Wealth Partners
Michigan
$151K -$26.4K -283 -15%
DMBA
1974
Deseret Mutual Benefit Administrators
Utah
$148K – – –
CB
1975
Community Bank
New York
$147K – – –
77 78
79
80 81