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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1601
Hoese & Co
Minnesota
$14K
SMG
1602
Spectrum Management Group
Indiana
$14K
TFGT
1603
TS Financial Group (TSFG)
Illinois
$14K
CA
1604
Centerpoint Advisors
Massachusetts
$14K +$12.8K +200 New
EPM
1605
Equitec Proprietary Markets
Illinois
$14K +$12.8K +200 New
CT
1606
Clearstead Trust
Maine
$13K
RTC
1607
Riverview Trust Company
Washington
$13K
TC
1608
TAP Consulting
Missouri
$13K +$11.7K +183 New
MW
1609
Milestone Wealth
New York
$13K +$12.5K +196 New
BCM
1610
Bourgeon Capital Management
Connecticut
$12K
CB
1611
CNB Bank
Pennsylvania
$12K
TFP
1612
Tilia Fiduciary Partners
North Carolina
$12K +$11.2K +175 New
GAM
1613
Gemmer Asset Management
California
$10K
SC
1614
Steph & Co
Wisconsin
$10K
CI Investments Inc
1615
CI Investments Inc
Ontario, Canada
$9K
SGAM
1616
Smith Group Asset Management
Texas
$9K
TVWM
1617
Tower View Wealth Management
Wisconsin
$9K +$128 +2 +2%
AWMS
1618
Advocacy Wealth Management Services
Georgia
$8K
LF
1619
Lee Financial
Texas
$8K +$956 +15 +15%
BAM
1620
Barrett Asset Management
New York
$8K +$1.85K +29 +32%
BIA
1621
Bell Investment Advisors
California
$8K +$2.04K +32 +37%
RCM
1622
Raleigh Capital Management
North Carolina
$8K +$7.71K +121 New
WAS
1623
Winch Advisory Services
Wisconsin
$7K +$64 +1 +1%
LFA
1624
Level Financial Advisors
New York
$7K +$6.44K +101 New
GWMI
1625
Guardian Wealth Management (Illinois)
Illinois
$7K +$6.63K +104 New