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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1051
Alexandria Capital
Virginia
$76K +$24.2K +460 +45%
LWM
1052
LBA Wealth Management
Florida
$74K – – –
SNT
1053
Security National Trust
West Virginia
$74K – – –
PCTC
1054
Perkins Coie Trust Company
Washington
$73K – – –
HS
1055
Horan Securities
United States
$73K +$76.3K +1,448 New
BL
1056
Balentine LLC
Georgia
$70K +$53.1K +1,008 +284%
KA
1057
Klingman & Associates
New York
$64K – – –
ECM
1058
Estabrook Capital Management
New York
$61.6K – – –
RFWA
1059
RPg Family Wealth Advisory
Massachusetts
$61.5K +$1.05K +20 +2%
CFA
1060
Camarda Financial Advisors
Florida
$59K – – –
JCM
1061
Jacobi Capital Management
Pennsylvania
$58K – – –
IIC
1062
Integrated Investment Consultants
Michigan
$57K – – –
CHP
1063
Cable Hill Partners
Oregon
$55K +$37.1K +705 +176%
CWM
1064
Cranbrook Wealth Management
Michigan
$53K – – –
AWM
1065
AllSquare Wealth Management
New York
$51K – – –
ADL
1066
Asset Dedication LLC
California
$51K +$52.7K +1,000 New
QCG
1067
Quadrant Capital Group
Ohio
$49K +$23.5K +447 +65%
AF
1068
Arrow Financial
New York
$47K -$6.32K -120 -12%
TDC
1069
Thompson Davis & Co
Virginia
$47K – – –
CFA
1070
CT Financial Advisors
Pennsylvania
$46.2K – – –
DOA
1071
D'Orazio & Associates
Virginia
$46K – – –
KLI
1072
Kelman-Lazarov Inc
Tennessee
$45.5K – – –
FNBSF
1073
First National Bank Sioux Falls
South Dakota
$42K – – –
MWM
1074
MinichMacGregor Wealth Management
New York
$41K -$105 -2 -0.2%
VNA
1075
Valley National Advisers
Pennsylvania
$40K – – –