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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1626
Endurance Wealth Management
Rhode Island
$38K – – –
CSWM
1627
Cassady Schiller Wealth Management
Ohio
$37.8K +$35.4K +530 New
MPCL
1628
My Personal CFO LLC
Washington
$37.7K +$35.3K +528 New
BCM
1629
Bourgeon Capital Management
Connecticut
$36.5K +$22.5K +336 +192%
BAAM
1630
Baker Avenue Asset Management
California
$36.5K +$34.2K +511 New
PCM
1631
Perritt Capital Management
Illinois
$36.5K +$34.2K +511 New
TLA
1632
Tanglewood Legacy Advisors
Texas
$36.3K +$34K +508 New
CWA
1633
Carolina Wealth Advisors
South Carolina
$36K – – –
MWA
1634
Miller Wealth Advisors
Colorado
$36K +$13.4K +200 +67%
HSA
1635
Hussman Strategic Advisors
Maryland
$35.7K – – –
C
1636
Covestor
United Kingdom
$35K -$334 -5 -1%
TIM
1637
Tortoise Investment Management
New York
$35K -$14K -210 -30%
SWM
1638
Sanctuary Wealth Management
Idaho
$34.1K +$31.9K +477 New
CWM
1639
CarsonAllaria Wealth Management
Illinois
$34K +$67 +1 +0.2%
VF
1640
VitalStone Financial
Texas
$34K +$31.7K +474 New
FFA
1641
Fairfield Financial Advisors
Massachusetts
$32.5K +$334 +5 +1%
MFT
1642
Moisand Fitzgerald Tamayo
Florida
$32.4K +$2.01K +30 +7%
BWA
1643
BDO Wealth Advisors
Florida
$32.1K – – –
JFA
1644
JNBA Financial Advisors
Minnesota
$31.2K – – –
IAS
1645
IMA Advisory Services
Colorado
$30.8K – – –
BIA
1646
Bell Investment Advisors
California
$30.1K +$15.8K +236 +128%
HB
1647
Horizon Bancorp
Indiana
$30K +$28.4K +425 New
LCM
1648
Logan Capital Management
Pennsylvania
$30K -$18.7K -280 -40%
MLA
1649
MB, Levis & Associates
Pennsylvania
$29.4K +$27.5K +412 New
JFGIW
1650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.2K – – –
64 65
66
67 68