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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
RE
1301
RBC Europe
United Kingdom
$152K
HS
1302
Horan Securities
United States
$151K
EIM
1303
Essex Investment Management
Massachusetts
$149K
WP
1304
WealthShield Partners
North Carolina
$148K +$142K +2,378 New
BWM
1305
BerganKDV Wealth Management
Minnesota
$144K +$120 +2 +0.1%
CWA
1306
Clearview Wealth Advisors
Oregon
$143K +$4.79K +80 +4%
TF
1307
Tompkins Financial
New York
$139K
PP
1308
PrairieView Partners
Minnesota
$138K
BC
1309
Burleson & Co
California
$138K +$133K +2,213 New
IFA
1310
Interactive Financial Advisors
Illinois
$137K
AW
1311
Avion Wealth
Texas
$135K -$5.99K -100 -4%
CIR
1312
Clear Investment Research
Georgia
$130K
CFO
1313
CVA Family Office
Colorado
$130K +$69.2K +1,155 +124%
LSA
1314
Leonteq Securities AG
Switzerland
$130K +$13.8K +230 +12%
TFO
1315
Tarbox Family Office
California
$127K
MCM
1316
Manchester Capital Management
Vermont
$125K +$12K +200 +11%
HWMA
1317
Heritage Wealth Management (Arizona)
Arizona
$124K +$119K +1,989 New
WT
1318
Whittier Trust
California
$120K -$16.9K -283 -13%
PCG
1319
Private Capital Group
Connecticut
$119K -$70K -1,169 -38%
PG
1320
Proffitt & Goodson
Tennessee
$119K
TFA
1321
Toth Financial Advisory
Virginia
$119K +$12.2K +204 +12%
SIM
1322
Sonora Investment Management
Arizona
$115K -$1.26K -21 -1%
AssetMark Inc
1323
AssetMark Inc
California
$111K +$19.9K +332 +23%
SNT
1324
Security National Trust
West Virginia
$110K -$35.9K -600 -25%
SCM
1325
Silvant Capital Management
Georgia
$107K