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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1201
Squar Milner Financial Services
California
$30K – – –
TF
1202
Tompkins Financial
New York
$30K – – –
PFGIA
1203
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$910 -17 -3%
SL
1204
Salomon & Ludwin
Virginia
$29K +$27.8K +519 New
SIAP
1205
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K – – –
YWP
1206
YorkBridge Wealth Partners
New York
$28K – – –
CT
1207
Clearstead Trust
Maine
$28K +$26.9K +503 New
EWM
1208
Edge Wealth Management
New York
$27K – – –
SCA
1209
Stuart Chaussee & Associates
California
$27K – – –
MFT
1210
Moisand Fitzgerald Tamayo
Florida
$26K -$8.03K -150 -24%
BL
1211
Balentine LLC
Georgia
$25K +$6.69K +125 +39%
KFA
1212
Krane Funds Advisors
New York
$25K +$24.4K +455 New
RA
1213
Rational Advisors
New York
$24K -$2.2M -41,015 -99%
GAM
1214
Gemmer Asset Management
California
$24K -$13.4K -250 -37%
IAS
1215
IMA Advisory Services
Colorado
$24K – – –
CI
1216
CX Institutional
Indiana
$23K -$164K -3,060 -88%
HIIFS
1217
Harel Insurance Investments & Financial Services
Israel
$23K +$1.23K +23 +6%
FGAM
1218
Financial Gravity Asset Management
Texas
$22K -$2.84K -53 -12%
AP
1219
Atwood & Palmer
Missouri
$22K – – –
GIC
1220
Gantzert Investment Company
Illinois
$22K – – –
PMFA
1221
Plante Moran Financial Advisors
Michigan
$22K – – –
BCI
1222
Brinker Capital Investments
Pennsylvania
$21K -$29.6K -553 -59%
GWS
1223
Glassman Wealth Services
Virginia
$21K +$214 +4 +1%
CIR
1224
Clear Investment Research
Georgia
$21K +$20.1K +375 +3,125%
EI
1225
Ellevest Inc
New York
$20K +$10.5K +196 +123%
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