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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
M
1601
MOTCO
Texas
$219K +$1.52K +20 +0.7%
IAS
1602
Investment Advisory Services
Texas
$219K +$214K +2,822 New
OC
1603
Opinicus Capital
Florida
$218K +$213K +2,812 New
HAS
1604
HBW Advisory Services
California
$218K +$213K +2,809 New
FWM
1605
Finer Wealth Management
Massachusetts
$218K – – –
VSQM
1606
V-Square Quantitative Management
Illinois
$218K -$154K -2,032 -42%
AIA
1607
Alera Investment Advisors
Illinois
$217K +$212K +2,803 New
PBK
1608
Peoples Bank (Kansas)
Kansas
$217K – – –
UAG
1609
United Advisor Group
Ohio
$217K +$212K +2,795 New
CFP
1610
Catalyst Financial Partners
Massachusetts
$216K +$211K +2,779 New
PHIC
1611
Pine Haven Investment Counsel
Massachusetts
$215K +$210K +2,773 New
AIC
1612
Argus Investors Counsel
New York
$213K +$208K +2,747 New
WIM
1613
Warwick Investment Management
Texas
$213K +$208K +2,747 New
SCP
1614
Sivia Capital Partners
California
$213K +$208K +2,740 New
GMA
1615
Glassy Mountain Advisors
Maryland
$212K +$207K +2,729 New
RSWA
1616
Robinson Smith Wealth Advisors
Maine
$212K +$207K +2,727 New
PBC
1617
Pavion Blue Capital
California
$211K +$206K +2,715 New
BWM
1618
Birchcreek Wealth Management
Ohio
$211K +$206K +2,715 New
GWP
1619
Gen-Wealth Partners
Michigan
$210K -$106K -1,394 -34%
MWM
1620
MBE Wealth Management
Wisconsin
$210K +$205K +2,706 New
Fayez Sarofim & Co
1621
Fayez Sarofim & Co
Texas
$209K +$205K +2,700 New
VIP
1622
Vista Investment Partners
Oklahoma
$209K +$205K +2,700 New
BFWM
1623
Bright Futures Wealth Management
New York
$209K +$179K +2,360 New
NAMNJ
1624
NorthStar Asset Management (New Jersey)
New Jersey
$209K +$204K +2,693 New
HS
1625
Horan Securities
United States
$209K +$204K +2,693 New