We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2001
DT Investment Partners
Pennsylvania
$212K -$21.8K -236 -10%
THCM
2002
Taylor Hoffman Capital Management
Virginia
$212K -$15.4K -166 -7%
CP
2003
Camelot Portfolios
Ohio
$212K – – –
CAM
2004
Covenant Asset Management
New Jersey
$212K +$204K +2,200 New
SLP
2005
Storen Legacy Partners
Indiana
$212K +$204K +2,200 New
SFS
2006
Summit Financial Strategies
Ohio
$212K +$204K +2,200 New
GMA
2007
Glassy Mountain Advisors
Maryland
$212K +$203K +2,199 New
CWM
2008
Copia Wealth Management
Oregon
$212K -$9.25K -100 -4%
SFS
2009
Searcy Financial Services
Kansas
$211K -$20.7K -224 -9%
GPWM
2010
Grant Private Wealth Management
California
$211K +$202K +2,187 New
DI
2011
Disciplined Investments
Oklahoma
$211K +$202K +2,186 New
NCTC
2012
New Covenant Trust Company
Indiana
$211K +$202K +2,186 New
MWM
2013
Mascagni Wealth Management
Mississippi
$211K +$202K +2,186 New
VWA
2014
VSM Wealth Advisory
Maryland
$211K +$278 +3 +0.1%
GKWIM
2015
Gerber Kawasaki Wealth & Investment Management
California
$210K +$201K +2,172 New
OC
2016
Opinicus Capital
Florida
$209K -$24.6K -266 -11%
GCA
2017
Gradient Capital Advisors
California
$209K +$200K +2,164 New
APG
2018
Abacus Planning Group
South Carolina
$208K -$35.5K -384 -15%
FDCP
2019
Foster Dykema Cabot & Partners
Massachusetts
$208K – – –
RFG
2020
REAP Financial Group
Texas
$208K +$26.7K +289 +15%
PBK
2021
Peoples Bank (Kansas)
Kansas
$208K +$199K +2,150 New
RBI
2022
Raiffeisen Bank International
Austria
$207K +$61.8K +668 +45%
OWP
2023
Obermeyer Wealth Partners
Colorado
$206K +$198K +2,139 New
JFG
2024
Juno Financial Group
Virginia
$206K +$198K +2,136 New
BF
2025
Baring Financial
Washington
$206K +$197K +2,131 New
79 80
81
82 83