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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1601
Webster Bank
Connecticut
$41.5K – – –
PWMG
1602
Prestige Wealth Management Group
New Jersey
$40.9K – – –
SCA
1603
Stuart Chaussee & Associates
California
$40.9K – – –
WAM
1604
Worth Asset Management
Texas
$39.2K -$2.42K -36 -6%
HF
1605
Halpern Financial
Virginia
$38.3K – – –
TCM
1606
TD Capital Management
Tennessee
$38K +$20.2K +300 +122%
C
1607
Covestor
United Kingdom
$38K +$4.38K +65 +13%
EWM
1608
Endurance Wealth Management
Rhode Island
$37K – – –
CSWM
1609
Cassady Schiller Wealth Management
Ohio
$36.9K – – –
FPFS
1610
First Personal Financial Services
North Carolina
$36.2K -$5.52K -82 -14%
BCM
1611
Bourgeon Capital Management
Connecticut
$35.6K – – –
PCM
1612
Perritt Capital Management
Illinois
$35.6K – – –
TLA
1613
Tanglewood Legacy Advisors
Texas
$35.3K – – –
CWA
1614
Carolina Wealth Advisors
South Carolina
$34.9K – – –
HSA
1615
Hussman Strategic Advisors
Maryland
$34.8K – – –
AWM
1616
AllSquare Wealth Management
New York
$34.8K +$6.73K +100 +25%
FSWA
1617
Financial Synergies Wealth Advisors
Texas
$34.7K +$32.7K +485 +3,464%
JFA
1618
JNBA Financial Advisors
Minnesota
$34.2K +$3.7K +55 +13%
TIM
1619
Tortoise Investment Management
New York
$34.1K – – –
MWA
1620
Miller Wealth Advisors
Colorado
$34K -$26.9K -400 -80%
BIA
1621
Bell Investment Advisors
California
$33.9K +$4.44K +66 +16%
LFG
1622
Larson Financial Group
Missouri
$33.7K -$21.7K -322 -40%
FFA
1623
Fairfield Financial Advisors
Massachusetts
$31.8K +$269 +4 +0.9%
MFT
1624
Moisand Fitzgerald Tamayo
Florida
$31.6K – – –
BAAM
1625
Baker Avenue Asset Management
California
$30.1K -$5.25K -78 -15%
63 64
65
66 67