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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
1051
NorthCrest Asset Manangement
Minnesota
$820K -$65.6K -719 -7%
GSWM
1052
Golden State Wealth Management
California
$819K +$8.76K +96 +1%
TBT
1053
Texas Bank & Trust
Texas
$815K -$201K -2,205 -19%
MMHP
1054
Murphy Middleton Hinkle & Parker
Georgia
$815K +$81.9K +897 +3%
LG
1055
LaFleur & Godfrey
Michigan
$814K -$18.3K -200 -2%
HR
1056
Howe & Rusling
New York
$814K +$226K +2,474 +36%
PT
1057
Plimoth Trust
Massachusetts
$813K -$32.9K -360 -4%
NF
1058
Nikulski Financial
Iowa
$812K +$349K +3,828 +70%
SIC
1059
Salem Investment Counselors
North Carolina
$811K +$1.1K +12 +0.1%
CPIG
1060
Chicago Partners Investment Group
Illinois
$810K -$16.3K -179 -2%
BAM
1061
Belpointe Asset Management
Nevada
$810K -$188K -2,055 -18%
WDC
1062
Woodward Diversified Capital
California
$805K +$2.92K +32 +0.3%
SP
1063
Successful Portfolios
Florida
$800K +$89.2K +977 +12%
AWM
1064
Affinity Wealth Management
Delaware
$798K -$13.9K -152 -2%
DCM
1065
Davis Capital Management
Florida
$797K -$11K -121 -1%
Lazard Asset Management
1066
Lazard Asset Management
New York
$794K +$3.74K +41 +0.5%
VAS
1067
Vestmark Advisory Solutions
Massachusetts
$793K +$831K +9,099 New
MSWM
1068
McGlone Suttner Wealth Management
Wisconsin
$792K +$42.7K +468 +5%
HSA
1069
HBK Sorce Advisory
Pennsylvania
$790K +$40.9K +448 +5%
CWM
1070
Chesapeake Wealth Management
Virginia
$787K +$87.8K +962 +12%
OFS
1071
OneAscent Financial Services
Alabama
$786K -$381K -4,168 -32%
BCG
1072
Breakwater Capital Group
New Jersey
$781K +$183 +2 +0%
CBOR
1073
Community Bank of Raymore
Missouri
$780K
BL
1074
Balentine LLC
Georgia
$780K
TWM
1075
Tortuga Wealth Management
California
$779K +$815K +8,928 New