We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2001
Beaird Harris Wealth Management
Texas
$33.3K -$21.9K -250 -38%
SWC
2002
Spectrum Wealth Counsel
Indiana
$33.2K – – –
FCT
2003
First Community Trust
Iowa
$32.9K – – –
PWA
2004
Physician Wealth Advisors
Utah
$32.9K +$35.1K +400 New
ME
2005
McIlrath & Eck
Washington
$30.9K -$64K -730 -66%
SHF
2006
Safe Harbor Fiduciary
Florida
$30.5K -$15K -171 -32%
BFPW
2007
BOK Financial Private Wealth
Colorado
$28.8K – – –
FIM
2008
FWL Investment Management
Texas
$28.8K – – –
RDFA
2009
Ritter Daniher Financial Advisory
Ohio
$28.8K – – –
PWMA
2010
Pension & Wealth Management Advisors
Massachusetts
$28.4K – – –
FWA
2011
FSC Wealth Advisors
New York
$28.3K -$526 -6 -2%
HNW
2012
High Note Wealth
Minnesota
$28.2K +$30.1K +343 New
CA
2013
Centerpoint Advisors
Massachusetts
$28K – – –
EWM
2014
Evermay Wealth Management
Virginia
$28K – – –
POIA
2015
Pin Oak Investment Advisors
Texas
$27K – – –
YAL
2016
Your Advocates Ltd
Texas
$26.8K -$15.4K -175 -35%
YP
2017
YANKCOM Partnership
South Dakota
$26.3K +$28K +319 New
NL
2018
NVWM LLC
Pennsylvania
$26.1K – – –
MBFW
2019
Morton Brown Family Wealth
Pennsylvania
$25.8K – – –
FP
2020
Financial Perspectives
Minnesota
$25.8K +$5K +57 +22%
FFA
2021
Frazier Financial Advisors
Ohio
$25.8K +$175 +2 +0.6%
PK
2022
Pflug Koory
Nebraska
$25.2K – – –
RWS
2023
Retirement Wealth Solutions
Wisconsin
$25.2K +$27.2K +310 New
GFPC
2024
Global Financial Private Client
Florida
$24.8K +$614 +7 +2%
ATC
2025
Advantage Trust Company
Kansas
$24.7K – – –
79 80
81
82 83