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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
1601
Bourne Lent Asset Management
New York
$357K
SHFP
1602
Second Half Financial Partners
Florida
$356K -$2.45K -26 -0.7%
KWMG
1603
King Wealth Management Group
Florida
$356K +$7.06K +75 +2%
RIS
1604
Retirement Income Solutions
Michigan
$355K
SIA
1605
Strategic Investment Advisors
Michigan
$353K -$80.1K -851 -19%
CCMG
1606
Connecticut Capital Management Group
Connecticut
$352K +$1.98K +21 +0.6%
PMFA
1607
Plante Moran Financial Advisors
Michigan
$351K -$50.1K -532 -13%
MWM
1608
Magnolia Wealth Management
Alabama
$350K -$19.7K -209 -5%
CA
1609
Continuum Advisory
Idaho
$350K +$55.4K +588 +19%
SIA
1610
SGL Investment Advisors
Montana
$350K +$360K +3,828 New
HR
1611
Hardy Reed
Mississippi
$349K +$343K +3,645 New
SWAG
1612
Spectrum Wealth Advisory Group
California
$347K +$565 +6 +0.2%
FS
1613
Ferguson Shapiro
Georgia
$347K -$65.4K -695 -16%
FF
1614
Francis Financial
$346K +$92.5K +982 +37%
TIM
1615
Thompson Investment Management
Wisconsin
$346K +$1.88K +20 +0.6%
KAM
1616
KEB Asset Management
Illinois
$345K -$2.17K -23 -0.6%
WPC
1617
White Pine Capital
Minnesota
$344K -$23.3K -248 -6%
WAM
1618
WealthTrust Asset Management
Florida
$344K +$377 +4 +0.1%
CAL
1619
Capital Analysts LLC
Pennsylvania
$344K +$65K +690 +24%
SAM
1620
Satovsky Asset Management
New York
$343K +$2.73K +29 +0.8%
IA
1621
Intellus Advisors
Florida
$342K +$27.9K +296 +9%
TC
1622
Trilogy Capital
California
$342K -$31.1K -330 -8%
FFS
1623
Founders Financial Securities
Maryland
$342K +$57.3K +609 +21%
GAM
1624
Grandview Asset Management
Pennsylvania
$341K -$8.94K -95 -3%
HIW
1625
Holos Integrated Wealth
Pennsylvania
$341K -$14.1K -150 -4%