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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1101
Perennial Advisors
New York
$42K
FPFS
1102
First Personal Financial Services
North Carolina
$41K
AF
1103
Arrow Financial
New York
$39K -$5.01K -100 -11%
BCM
1104
Blume Capital Management
California
$38K
MWM
1105
MinichMacGregor Wealth Management
New York
$37K -$1.45K -29 -4%
CWM
1106
Catamount Wealth Management
Connecticut
$36K
FDCDDQ
1107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3K -$6.67K -133 -15%
LF
1108
Lee Financial
Texas
$31K
TCM
1109
Tradewinds Capital Management
Washington
$31K +$15K +300 +89%
FC
1110
Ferris Capital
Massachusetts
$31K +$32.6K +650 New
WHG
1111
Westwood Holdings Group
Texas
$30K +$31.2K +622 New
GAM
1112
Gemmer Asset Management
California
$29K
AIM
1113
Acrospire Investment Management
Illinois
$29K +$30K +598 New
BL
1114
Balentine LLC
Georgia
$28K +$301 +6 +1%
MFBTD
1115
MB Financial Bank - Trust Department
Illinois
$27K
WAS
1116
Winch Advisory Services
Wisconsin
$27K +$18K +360 +180%
EWM
1117
Endurance Wealth Management
Rhode Island
$26K -$25.1K -500 -48%
SFSIG
1118
San Francisco Sentry Investment Group
California
$26K +$28.2K +563 New
WIM
1119
Westside Investment Management
California
$24.3K
DOA
1120
D'Orazio & Associates
Virginia
$24K -$20.1K -400 -44%
APSP
1121
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K
PWM
1122
Perigon Wealth Management
California
$24K
SIAP
1123
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
SFPIA
1124
Stevens First Principles Investment Advisors
California
$24K
YWP
1125
YorkBridge Wealth Partners
New York
$24K