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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
801
White Lighthouse Investment Management
Massachusetts
$374K
AAM
802
Autus Asset Management
Arizona
$372K -$27K -609 -7%
RA
803
Rational Advisors
New York
$372K +$49.9K +1,124 +16%
SCCM
804
Schafer Cullen Capital Management
New York
$371K -$151K -3,407 -29%
MIH
805
Madison Investment Holdings
Wisconsin
$371K -$48.4K -1,090 -12%
AWA
806
Arete Wealth Advisors
Illinois
$371K -$10K -226 -3%
Lazard Asset Management
807
Lazard Asset Management
New York
$370K
AF
808
Allworth Financial
California
$370K +$8.88K +200 +2%
PA
809
Probity Advisors
Texas
$369K
BBNB
810
Baker Boyer National Bank
Washington
$368K -$173K -3,900 -32%
SC
811
Sawyer & Company
Massachusetts
$367K
CC
812
Cadinha & Co
Hawaii
$366K +$22.2K +500 +6%
CWM
813
Cornerstone Wealth Management
Missouri
$366K +$66.5K +1,499 +22%
KI
814
Koch Industries
Kansas
$366K +$364K +8,197 New
Walleye Trading
815
Walleye Trading
New York
$366K +$364K +8,204 New
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$31.9K +718 +10%
SCA
817
Stokes Capital Advisors
South Carolina
$359K +$52.9K +1,191 +17%
CFD
818
Creative Financial Designs
Indiana
$357K -$81.8K -1,842 -19%
TCOT
819
Trust Company of Toledo
Ohio
$357K -$178 -4 -0.1%
LA
820
Lau Associates
Delaware
$357K
AL
821
Aspiriant LLC
California
$357K +$355K +7,988 New
BBHC
822
Brown Brothers Harriman & Co
New York
$355K -$94.4K -2,127 -21%
BWP
823
Baldwin Wealth Partners
Massachusetts
$353K -$26.6K -600 -7%
GRP
824
Global Retirement Partners
California
$353K +$32.4K +730 +10%
BFA
825
Beaumont Financial Advisors
Massachusetts
$353K +$107K +2,410 +44%