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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1601
Lee Financial
Texas
$59.7K – – –
ME
1602
McIlrath & Eck
Washington
$55K -$5.74K -80 -9%
FDCDDQ
1603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K – – –
BAAM
1604
Baker Avenue Asset Management
California
$53.5K +$23.5K +328 +76%
ACM
1605
Antonetti Capital Management
Florida
$53.4K – – –
AAP
1606
Arax Advisory Partners
Colorado
$51.5K -$5.45K -76 -9%
HWM
1607
HighMark Wealth Management
Minnesota
$50.7K – – –
RFA
1608
Resurgent Financial Advisors
Georgia
$50.2K -$15.8K -220 -24%
CH
1609
Canton Hathaway
Rhode Island
$50K – – –
TSWM
1610
Tyler-Stone Wealth Management
Ohio
$50K +$51.2K +714 New
FCMT
1611
Founders Capital Management (Texas)
Texas
$49.2K – – –
VCM
1612
Vigilant Capital Management
Maine
$49K – – –
WTC
1613
WhitTier Trust Company
Nevada
$48.5K +$26.6K +371 +116%
APC
1614
Aspire Private Capital
North Carolina
$47.2K +$1.15K +16 +2%
WPWM
1615
Western Pacific Wealth Management
Illinois
$47K – – –
GTAM
1616
Global Trust Asset Management
Florida
$46.6K – – –
WTA
1617
Washington Trust Advisors
Massachusetts
$45.7K – – –
WAM
1618
Worth Asset Management
Texas
$45K +$5.59K +78 +14%
PSB
1619
Piscataqua Savings Bank
New Hampshire
$45K – – –
SWA
1620
SOA Wealth Advisors
New York
$44.2K +$215 +3 +0.5%
LSA
1621
Leonteq Securities AG
Switzerland
$43.8K – – –
CAM
1622
Chesapeake Asset Management
New York
$42.6K – – –
SIS
1623
Strategic Investment Solutions
Illinois
$42.5K -$41.3K -576 -48%
WB
1624
Webster Bank
Connecticut
$41.9K – – –
CWA
1625
Carolina Wealth Advisors
South Carolina
$41.7K +$6.6K +92 +18%
63 64
65
66 67