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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1451
Bourgeon Capital Management
Connecticut
$11K – – –
WR
1452
WD Rutherford
Oregon
$11K – – –
APWM
1453
Atlas Private Wealth Management
New York
$11K +$4.55K +76 +76%
WCM
1454
Wealthcare Capital Management
Virginia
$11K +$10.1K +169 New
SL
1455
Savior LLC
Massachusetts
$10K – – –
RA
1456
Resolute Advisors
California
$10K +$12K +200 New
CAM
1457
CenterStar Asset Management
Illinois
$9K – – –
CB
1458
CNB Bank
Pennsylvania
$9K – – –
SC
1459
Steph & Co
Wisconsin
$9K – – –
WCMN
1460
Westchester Capital Management (Nebraska)
Nebraska
$8K -$15.9K -266 -67%
SGAM
1461
Smith Group Asset Management
Texas
$8K – – –
TVWM
1462
Tower View Wealth Management
Wisconsin
$8K +$120 +2 +2%
BSG
1463
Black Swift Group
Colorado
$8K +$7.48K +125 New
SFSIG
1464
San Francisco Sentry Investment Group
California
$7K -$5.21K -87 -43%
BAM
1465
Barrett Asset Management
New York
$6K – – –
WAS
1466
Winch Advisory Services
Wisconsin
$6K +$60 +1 +1%
APWA
1467
Atlas Private Wealth Advisors
New Jersey
$6K +$5.99K +100 New
KFP
1468
KB Financial Partners
New Jersey
$6K +$6.11K +102 New
RCA
1469
Ranch Capital Advisors
Florida
$5K – – –
BMD
1470
Better Money Decisions
New Mexico
$5K +$4.37K +73 New
JWA
1471
JFS Wealth Advisors
Pennsylvania
$4K -$12.1K -202 -75%
AWM
1472
Avior Wealth Management
Nebraska
$4K +$60 +1 +1%
TIM
1473
Tortoise Investment Management
New York
$4K +$3.89K +65 New
FP
1474
Fiduciary Planning
Florida
$3K -$1.42M -23,753 -100%
DWMG
1475
DB Wealth Management Group
California
$3K – – –
57 58
59
60 61