We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2001
Center for Financial Planning
Michigan
$69.2K – – –
BWAM
2002
Boyd Watterson Asset Management
Ohio
$69K -$13.2K -147 -16%
AWM
2003
Atticus Wealth Management
Florida
$68.9K – – –
SSG
2004
Summit Securities Group
New York
$68K +$66.5K +740 New
CM
2005
Capula Management
Cayman Islands
$67K -$45.9K -511 -41%
CH
2006
Canton Hathaway
Rhode Island
$65K – – –
NC
2007
North Capital
Utah
$63.4K – – –
HBW
2008
Hazlett, Burt & Watson
West Virginia
$63K -$15.4K -172 -20%
STB
2009
S&T Bank
Pennsylvania
$62.9K +$3.32K +37 +6%
OWA
2010
Opal Wealth Advisors
New York
$62K +$11.9K +133 +25%
WPWM
2011
Western Pacific Wealth Management
Illinois
$61K -$20K -223 -25%
GTAM
2012
Global Trust Asset Management
Florida
$60.9K – – –
WAS
2013
Winch Advisory Services
Wisconsin
$60.4K +$449 +5 +0.8%
S
2014
Sachetta
Massachusetts
$58.8K +$1.71K +19 +3%
PSB
2015
Piscataqua Savings Bank
New Hampshire
$58.8K – – –
B
2016
Birchbrook
Maine
$58K – – –
JWA
2017
JFS Wealth Advisors
Pennsylvania
$57.7K +$8.44K +94 +18%
HWM
2018
HighMark Wealth Management
Minnesota
$57.1K – – –
MFT
2019
Moisand Fitzgerald Tamayo
Florida
$56.7K – – –
MYIA
2020
Mount Yale Investment Advisors
Colorado
$56.1K +$54.9K +611 New
CWIG
2021
Chung Wu Investment Group
Texas
$55.1K +$53.9K +600 New
RFS
2022
Richardson Financial Services
Massachusetts
$54.6K -$13.2K -147 -20%
SWA
2023
SOA Wealth Advisors
New York
$53.7K +$269 +3 +0.5%
CG
2024
Curat Global
New Hampshire
$53.1K +$3.59K +40 +7%
MWA
2025
Moser Wealth Advisors
Washington
$52.6K +$3.23K +36 +7%
79 80
81
82 83