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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1526
Fagan Associates
New York
$380K
CWM
1527
Cabot Wealth Management
Massachusetts
$380K
PWM
1528
Palumbo Wealth Management
New York
$379K +$23K +246 +6%
HA
1529
HC Advisors
Georgia
$378K
BWM
1530
Baron Wealth Management
Michigan
$377K +$75.5K +809 +25%
HA
1531
Huntleigh Advisors
Missouri
$377K +$653 +7 +0.2%
FA
1532
Financial Advisors
Massachusetts
$377K +$2.99K +32 +0.8%
TC
1533
Trilogy Capital
California
$375K -$8.59K -92 -2%
PB
1534
Pinnacle Bancorp
Nebraska
$375K +$17.5K +187 +5%
SAM
1535
Shell Asset Management
Netherlands
$375K -$262K -2,807 -41%
DOA
1536
D'Orazio & Associates
Virginia
$374K +$8.12K +87 +2%
MJRIC
1537
Mogy Joel R Investment Counsel
California
$373K
LOPW
1538
Live Oak Private Wealth
North Carolina
$372K
ST
1539
Spinnaker Trust
Maine
$372K
RBWA
1540
RFG - Bristol Wealth Advisors
Massachusetts
$371K -$51.7K -554 -12%
AFM
1541
Armstrong Fleming & Moore
District of Columbia
$368K
LCM
1542
LCM Capital Management
Illinois
$367K
PFWA
1543
Paces Ferry Wealth Advisors
Georgia
$367K -$467 -5 -0.1%
NCM
1544
Narwhal Capital Management
Georgia
$366K
IFWM
1545
Institute for Wealth Management
Colorado
$365K +$93 +1 +0%
BAM
1546
Byrne Asset Management
New Jersey
$365K -$371K -3,975 Closed
CFP
1547
Catalyst Financial Partners
Massachusetts
$365K +$9.9K +106 +3%
MIC
1548
Meridian Investment Counsel
California
$360K
CM
1549
Cornerstone Management
Georgia
$360K +$93 +1 +0%
EA
1550
Enclave Advisors
Texas
$360K -$1.12K -12 -0.3%