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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1301
Forum Financial Management
Illinois
$603K +$133K +1,435 +30%
SWA
1302
SFMG Wealth Advisors
Texas
$602K
CWM
1303
Cranbrook Wealth Management
Michigan
$597K
SGI
1304
Summit Global Investments
Utah
$597K +$463 +5 +0.1%
AAP
1305
Arax Advisory Partners
Colorado
$595K -$1.23M -13,267 -68%
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$594K +$569K +6,156 New
USB
1307
Union Savings Bank
Connecticut
$589K -$64.8K -701 -10%
FFP
1308
FourThought Financial Partners
Florida
$588K -$42.8K -463 -7%
Verition Fund Management
1309
Verition Fund Management
Connecticut
$587K -$2.71M -29,291 -83%
TFS
1310
Thoroughbred Financial Services
Tennessee
$584K -$370 -4 -0.1%
MCM
1311
Marathon Capital Management
Maryland
$584K -$50.9K -550 -8%
ZWA
1312
Zinnia Wealth Advisory
Florida
$584K -$13.9K -150 -2%
PA
1313
PFW Advisors
Georgia
$582K +$93 +1 +0%
IP
1314
Integras Partners
Georgia
$582K
WWM
1315
Wiser Wealth Management
Georgia
$582K +$1.39K +15 +0.2%
VHAM
1316
Van Hulzen Asset Management
California
$580K -$55.5K -600 -9%
CCA
1317
Childress Capital Advisors
Texas
$579K -$117K -1,262 -17%
GFM
1318
GF Fund Management
China
$578K +$188K +2,028 +51%
IC
1319
Inscription Capital
Texas
$576K +$43.4K +469 +9%
LWMNY
1320
Landmark Wealth Management (New York)
New York
$576K +$552K +5,972 New
FPL
1321
Fortress Private Ledger
North Carolina
$575K -$42.2K -456 -7%
ZCP
1322
Z3 Capital Partners
Virginia
$575K -$8.79K -95 -2%
RIP
1323
Reliant Investment Partners
North Carolina
$574K +$93 +1 +0%
LFS
1324
Legacy Financial Strategies
Kansas
$573K -$12.2K -132 -2%
CA
1325
Calton & Associates
Florida
$573K -$22.8K -247 -4%