We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2001
Camelot Portfolios
Ohio
$211K – – –
SFS
2002
Summit Financial Strategies
Ohio
$211K – – –
THCM
2003
Taylor Hoffman Capital Management
Virginia
$211K – – –
AA
2004
Altman Advisors
Illinois
$211K +$207K +2,200 New
GMA
2005
Glassy Mountain Advisors
Maryland
$210K – – –
CWM
2006
Copia Wealth Management
Oregon
$210K – – –
T
2007
TrustBank
Illinois
$210K -$7.06K -75 -3%
MWM
2008
Mascagni Wealth Management
Mississippi
$209K +$282 +3 +0.1%
DI
2009
Disciplined Investments
Oklahoma
$209K +$188 +2 +0.1%
VWA
2010
VSM Wealth Advisory
Maryland
$209K +$188 +2 +0.1%
SFP
2011
Strategic Financial Partners
Oregon
$209K -$1.6K -17 -0.8%
KFP
2012
KMG Fiduciary Partners
Ohio
$209K -$212K -2,256 -51%
OC
2013
Opinicus Capital
Florida
$209K +$1.7K +18 +0.8%
KFAS
2014
Keating Financial Advisory Services
Kansas
$209K +$24.9K +265 +14%
SAM
2015
Sagewood Asset Management
New York
$208K +$205K +2,175 New
AA
2016
Auxano Advisors
Washington
$208K -$12.3K -131 -6%
RBI
2017
Raiffeisen Bank International
Austria
$208K – – –
PWP
2018
Phillips Wealth Planners
Mississippi
$208K +$201K +2,137 New
JFG
2019
Juno Financial Group
Virginia
$208K +$3.11K +33 +2%
FFG
2020
Floyd Financial Group
Missouri
$207K -$23.5K -250 -10%
GCA
2021
Gradient Capital Advisors
California
$207K +$188 +2 +0.1%
RFG
2022
REAP Financial Group
Texas
$207K +$1.04K +11 +0.5%
BDF
2023
Black Diamond Financial
Maryland
$207K -$12.3K -131 -6%
TWM
2024
Triton Wealth Management
Arizona
$207K -$28.8K -306 -12%
FDCP
2025
Foster Dykema Cabot & Partners
Massachusetts
$206K – – –
79 80
81
82 83