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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1501
Plato Investment Management
Australia
$260K -$20K -264 -7%
ZIG
1502
Zullo Investment Group
Pennsylvania
$260K -$12.8K -169 -5%
DDC
1503
DF Dent & Co
Maryland
$260K – – –
UWM
1504
USAdvisors Wealth Management
Minnesota
$260K +$4.55K +60 +2%
VT
1505
Vise Technologies
New York
$260K -$3.56K -47 -1%
WP
1506
WMS Partners
Maryland
$259K +$14.1K +186 +6%
MW
1507
Marcum Wealth
Ohio
$258K -$7.5K -99 -3%
BWP
1508
Barlow Wealth Partners
Kentucky
$258K – – –
PPWP
1509
Premier Path Wealth Partners
New Jersey
$257K +$24.5K +323 +11%
GI
1510
Gradient Investments
Minnesota
$257K +$10.8K +143 +5%
PWP
1511
Phillips Wealth Planners
Mississippi
$256K -$26.1K -345 -10%
CCG
1512
Catalina Capital Group
California
$256K +$250K +3,303 New
ACA
1513
Anchor Capital Advisors
Massachusetts
$256K – – –
MFC
1514
Morris Financial Concepts
South Carolina
$256K +$5.83K +77 +2%
SWP
1515
Summit Wealth Partners
Florida
$255K – – –
MWM
1516
Modern Wealth Management
Kansas
$255K +$21.4K +283 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
1517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$255K -$8.71K -115 -3%
NFG
1518
Nadler Financial Group
Illinois
$254K -$2.58K -34 -1%
GHAM
1519
Gilman Hill Asset Management
Connecticut
$253K +$10.7K +141 +5%
SOAMC
1520
Spirit of America Management Corp
New York
$252K – – –
IA
1521
Insight Advisors
Pennsylvania
$252K +$682 +9 +0.3%
SN
1522
Sittner & Nelson
Oregon
$252K -$75.8K -1,000 -24%
WAM
1523
WealthTrust Asset Management
Florida
$251K +$379 +5 +0.2%
QWP
1524
Quotient Wealth Partners
Texas
$251K +$30K +396 +14%
LWCFA
1525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$251K – – –