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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1551
Spartan Planning & Wealth Management
North Carolina
$49K +$5.15K +68 +11%
LCM
1552
Logan Capital Management
Pennsylvania
$48K -$4.85K -64 -8%
CH
1553
Canton Hathaway
Rhode Island
$48K – – –
FCMT
1554
Founders Capital Management (Texas)
Texas
$48K – – –
SC
1555
Siena Capital
Ohio
$48K – – –
TIM
1556
Tortoise Investment Management
New York
$48K – – –
AIM
1557
Axiom Investment Management
New York
$48K +$53K +700 New
SWA
1558
SOA Wealth Advisors
New York
$47K +$5.76K +76 +12%
GTAM
1559
Global Trust Asset Management
Florida
$45K – – –
WPWM
1560
Western Pacific Wealth Management
Illinois
$45K – – –
WTA
1561
Washington Trust Advisors
Massachusetts
$44K – – –
PSB
1562
Piscataqua Savings Bank
New Hampshire
$43K – – –
LSA
1563
Leonteq Securities AG
Switzerland
$42.5K +$47.1K +622 +20,733%
CA
1564
Crewe Advisors
Utah
$42K +$10.2K +134 +28%
WB
1565
Webster Bank
Connecticut
$41K – – –
FPFS
1566
First Personal Financial Services
North Carolina
$41K +$45.6K +602 New
PWMG
1567
Prestige Wealth Management Group
New Jersey
$40K -$227 -3 -0.5%
ARMC
1568
American Research & Management Company
Massachusetts
$40K – – –
SCA
1569
Stuart Chaussee & Associates
California
$40K – – –
FDCDDQ
1570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.4K – – –
AIL
1571
AGF Investments LLC
Ontario, Canada
$38K -$40.5K -535 -49%
HF
1572
Halpern Financial
Virginia
$37.4K – – –
MWA
1573
Moser Wealth Advisors
Washington
$37K – – –
EWM
1574
Endurance Wealth Management
Rhode Island
$36K – – –
CWA
1575
Carolina Wealth Advisors
South Carolina
$34K – – –
61 62
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