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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
CASC
1401
Coppell Advisory Solutions Corp
Texas
$278K +$268K +3,877 New
RIS
1402
Retirement Income Solutions
Michigan
$278K – – –
AF
1403
Aldebaran Financial
$277K -$34.5K -500 -11%
SC
1404
Searle & Co
Connecticut
$277K – – –
CWM
1405
Cabot Wealth Management
Massachusetts
$277K – – –
ASBI
1406
American State Bank (Iowa)
Iowa
$276K – – –
FSA
1407
Financial Security Advisor
Virginia
$276K +$1.73K +25 +0.7%
WFA
1408
WMG Financial Advisors
Tennessee
$276K +$13K +188 +5%
RSWM
1409
Robertson Stephens Wealth Management
California
$276K -$1.45K -21 -0.5%
ECU
1410
Eisler Capital (US)
New York
$276K +$265K +3,842 New
LAM
1411
L2 Asset Management
Massachusetts
$276K +$19.3K +279 +8%
FCA
1412
FLC Capital Advisors
California
$275K – – –
SP
1413
Systematic Portfolios
New York
$275K +$265K +3,840 New
LOPW
1414
Live Oak Private Wealth
North Carolina
$275K – – –
PL
1415
Plancorp LLC
Missouri
$275K +$265K +3,834 New
FAG
1416
Fortitude Advisory Group
Washington
$273K -$4K -58 -2%
MIC
1417
Meridian Investment Counsel
California
$273K – – –
SHFP
1418
Second Half Financial Partners
Florida
$273K +$4.14K +60 +2%
FBB
1419
Fulton Breakefield Broenniman
Maryland
$271K +$25.9K +375 +11%
KA
1420
Klingman & Associates
New York
$270K – – –
FCFC
1421
First Citizens Financial Corp
Iowa
$270K – – –
JWM
1422
Janiczek Wealth Management
Colorado
$270K +$207 +3 +0.1%
OBGC
1423
O'Brien Greene & Co
Pennsylvania
$269K -$46.3K -670 -15%
KCM
1424
KRS Capital Management
Michigan
$268K -$45.8K -663 -15%
ACM
1425
Ardent Capital Management
Ohio
$268K – – –