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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1001
ProVise Management Group
Florida
$677K -$36.4K -480 -5%
STA
1002
Summit Trail Advisors
New York
$676K +$20.8K +274 +3%
HCMG
1003
Howard Capital Management Group
California
$675K
EWA
1004
Exencial Wealth Advisors
Oklahoma
$674K -$12.2K -161 -2%
CHA
1005
Carmichael Hill & Associates
Maryland
$672K -$21.5K -284 -3%
BWS
1006
Buck Wealth Strategies
Colorado
$672K -$6.82M -89,961 -91%
VBCG
1007
Valley Brook Capital Group
Pennsylvania
$671K +$152 +2 +0%
CPIG
1008
Chicago Partners Investment Group
Illinois
$668K -$60.9K -804 -9%
FDS
1009
First Dallas Securities
Texas
$665K +$11.4K +150 +2%
Kovitz Investment Group Partners
1010
Kovitz Investment Group Partners
Illinois
$662K +$219K +2,885 +51%
MFC
1011
Mechanics Financial Corp
Ohio
$661K +$758 +10 +0.1%
MA
1012
MONECO Advisors
Connecticut
$657K +$2.42K +32 +0.4%
BIG
1013
Brooklyn Investment Group
New York
$657K
AWA
1014
Adapt Wealth Advisors
Georgia
$656K +$378K +4,994 +144%
WAC
1015
William Allan Corp
Colorado
$650K -$8.34K -110 -1%
First Manhattan
1016
First Manhattan
New York
$648K +$2.58K +34 +0.4%
IIL
1017
Insight Inv LLC
California
$648K -$26.9K -355 -4%
RB
1018
Rodgers Brothers
Pennsylvania
$647K
MBT
1019
Montecito Bank & Trust
California
$647K -$22.4K -295 -3%
ANTB
1020
AMG National Trust Bank
Colorado
$646K +$631K +8,328 New
SP
1021
Successful Portfolios
Florida
$646K -$41.3K -545 -6%
BFG
1022
Beacon Financial Group
Texas
$640K +$9.62K +127 +2%
CFB
1023
Cullen/Frost Bankers
Texas
$639K -$564K -7,448 -47%
BW
1024
BIP Wealth
Georgia
$639K -$206K -2,714 -25%
AUB
1025
Atlantic Union Bankshares
Virginia
$639K -$76 -1 -0%