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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1301
Penobscot Investment Management
Massachusetts
$282K
FMWA
1302
Forvis Mazars Wealth Advisors
Missouri
$281K +$272K +4,042 New
FA
1303
Fagan Associates
New York
$279K
ASBI
1304
American State Bank (Iowa)
Iowa
$278K
WIC
1305
Willis Investment Counsel
Georgia
$278K +$15.8K +235 +6%
AC
1306
ASB Consultores
Florida
$277K +$268K +3,986 New
MWM
1307
Merriman Wealth Management
Washington
$277K +$268K +3,985 New
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$277K
FPGK
1309
Financial Partners Group (Kansas)
Kansas
$277K -$12.9K -192 -5%
AWM
1310
Altus Wealth Management
Kentucky
$276K -$13.8K -205 -5%
SSC
1311
Syverson Strege & Co
Iowa
$276K +$2.56K +38 +1%
RVPG
1312
Relative Value Partners Group
$276K -$60.9K -905 -19%
LOPW
1313
Live Oak Private Wealth
North Carolina
$275K
FCA
1314
FLC Capital Advisors
California
$274K
BLAM
1315
Bourne Lent Asset Management
New York
$274K
WP
1316
WMS Partners
Maryland
$273K -$1.01K -15 -0.4%
SEEDPG
1317
S.E.E.D. Planning Group
New York
$273K +$135 +2 +0.1%
AW
1318
Alaethes Wealth
Nevada
$272K +$12.1K +180 +5%
CAS
1319
Coppell Advisory Solutions
Texas
$272K +$192K +2,849 +263%
CASC
1320
Coppell Advisory Solutions Corp
Texas
$272K +$192K +2,849 +263%
BMO
1321
Beck Mack & Oliver
New York
$271K
PAM
1322
Peak Asset Management
Colorado
$271K
PWP
1323
Phillips Wealth Planners
Mississippi
$271K +$11K +163 +5%
MFS
1324
Madrona Financial Services
Washington
$270K +$59.6K +885 +30%
JFG
1325
Jefferies Financial Group
New York
$267K -$19.8K -294 -7%