We are live on ! Find out more
SO icon

Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2026
Trivant Custom Portfolio Group
California
$24.7K – – –
TCG
2027
Transcendent Capital Group
Oklahoma
$24.3K – – –
CFS
2028
CGC Financial Services
Oregon
$24.1K – – –
CIAS
2029
CBIZ Investment Advisory Services
Ohio
$23.6K +$175 +2 +0.7%
FFA
2030
Fairfield Financial Advisors
Massachusetts
$23.4K +$175 +2 +0.7%
T
2031
Tidemark
California
$22.4K +$4.12K +47 +21%
CJ
2032
Caitlin John
Michigan
$22.3K -$11.8K -134 -33%
KFI
2033
Key Financial Inc
Pennsylvania
$22.1K – – –
BIA
2034
Bell Investment Advisors
California
$21.2K -$18.1K -206 -44%
MWA
2035
Miller Wealth Advisors
Colorado
$20.6K – – –
WWM
2036
Wolff Wiese Magana
California
$20.1K – – –
SAS
2037
Spurstone Advisory Services
Connecticut
$20.1K +$21.4K +244 New
1L
2038
10Elms LLP
Oklahoma
$19.9K +$21.2K +242 New
PWMG
2039
Prestige Wealth Management Group
New Jersey
$19.6K – – –
NECFA
2040
New England Capital Financial Advisors
Connecticut
$18.7K +$175 +2 +0.9%
LCM
2041
Logan Capital Management
Pennsylvania
$18.2K +$965 +11 +5%
AWM
2042
Activest Wealth Management
Florida
$18K -$33.4K -381 -64%
SIM
2043
Studio Investment Management
Illinois
$17.4K +$18.5K +211 New
CWP
2044
Clark Wealth Partners
Illinois
$17.1K +$18.2K +208 New
CBT
2045
CoreFirst Bank & Trust
Kansas
$16.5K – – –
CAIM
2046
Catherine Avery Investment Management
Florida
$16.5K +$17.5K +200 New
HC
2047
Hoese & Co
Minnesota
$16.5K – – –
WTA
2048
Washington Trust Advisors
Massachusetts
$16.4K -$40.3K -459 -70%
CJL
2049
Cyrus J. Lawrence
New York
$16K – – –
MIFH
2050
Migdal Insurance & Financial Holdings
Israel
$16K +$16.8K +192 New
80 81
82
83 84