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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1126
Wealth Dimensions Group
Ohio
$651K +$6.84K +78 +1%
MAM
1127
McLean Asset Management
Virginia
$647K +$175 +2 +0%
SF
1128
SageOak Financial
Oklahoma
$646K +$688K +7,844 New
FFP
1129
FourThought Financial Partners
Florida
$645K +$687K +7,833 New
DFG
1130
Delta Financial Group
New Jersey
$644K +$686K +7,821 New
BRWM
1131
Blue Rock Wealth Management
North Carolina
$643K +$686K +7,815 New
FA
1132
Faithward Advisors
Pennsylvania
$642K +$1.84K +21 +0.3%
CAM
1133
Centre Asset Management
New York
$642K +$49.1K +560 +8%
PSFG
1134
Prairie Sky Financial Group
Illinois
$638K
GBT
1135
Grove Bank & Trust
Florida
$636K +$4.39K +50 +0.7%
GSWM
1136
Golden State Wealth Management
California
$635K +$677K +7,713 New
BBNB
1137
Baker Boyer National Bank
Washington
$633K -$30.7K -350 -4%
BS
1138
Banco Santander
Spain
$632K +$674K +7,683 New
BW
1139
Blalock Williams
Alabama
$624K +$665K +7,585 New
SWMG
1140
Sard Wealth Management Group
Georgia
$624K +$5.26K +60 +0.8%
DWM
1141
Dogwood Wealth Management
Kansas
$621K +$189K +2,155 +40%
BST
1142
Bath Savings Trust
Maine
$620K
RIA
1143
Richwood Investment Advisors
Ohio
$620K -$17.1K -195 -3%
SA
1144
Skyline Advisors
Washington
$619K +$877 +10 +0.1%
FBFS
1145
First Business Financial Services
Wisconsin
$617K +$657K +7,490 New
SIS
1146
Sound Income Strategies
Florida
$615K +$45.7K +521 +7%
CI
1147
CX Institutional
Indiana
$615K +$92.1K +1,050 +16%
HCM
1148
Howard Capital Management
Georgia
$615K +$29.8K +340 +5%
BCG
1149
Breakwater Capital Group
New Jersey
$614K +$44.3K +505 +7%
Los Angeles Capital Management
1150
Los Angeles Capital Management
California
$613K -$1.02M -11,623 -61%