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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1626
Capital Analysts LLC
Pennsylvania
$40K -$20.5K -286 -33%
C
1627
Covestor
United Kingdom
$40K +$1K +14 +3%
HF
1628
Halpern Financial
Virginia
$38.6K – – –
TCM
1629
TD Capital Management
Tennessee
$38.4K – – –
BIA
1630
Bell Investment Advisors
California
$38.4K +$4.23K +59 +12%
PWMG
1631
Prestige Wealth Management Group
New Jersey
$38.3K -$3.08K -43 -7%
EWM
1632
Endurance Wealth Management
Rhode Island
$38K – – –
MWA
1633
Moser Wealth Advisors
Washington
$37.7K +$38.5K +537 New
CSWM
1634
Cassady Schiller Wealth Management
Ohio
$37.2K – – –
BCM
1635
Bourgeon Capital Management
Connecticut
$35.9K – – –
PCM
1636
Perritt Capital Management
Illinois
$35.9K – – –
TLA
1637
Tanglewood Legacy Advisors
Texas
$35.7K – – –
FSWA
1638
Financial Synergies Wealth Advisors
Texas
$35.6K +$574 +8 +2%
JFA
1639
JNBA Financial Advisors
Minnesota
$35.5K +$1K +14 +3%
AWM
1640
Atticus Wealth Management
Florida
$35.1K -$21.5K -300 -38%
HSA
1641
Hussman Strategic Advisors
Maryland
$35.1K – – –
VF
1642
VitalStone Financial
Texas
$35K +$36.1K +504 New
AWM
1643
AllSquare Wealth Management
New York
$34.9K – – –
TIM
1644
Tortoise Investment Management
New York
$34.4K – – –
SWM
1645
Sanctuary Wealth Management
Idaho
$33.5K +$34.2K +477 New
FFA
1646
Fairfield Financial Advisors
Massachusetts
$32.7K +$359 +5 +1%
ICM
1647
Intrepid Capital Management
Florida
$30.1K +$30.7K +428 New
LFG
1648
Larson Financial Group
Missouri
$29.8K -$4.38K -61 -13%
LCM
1649
Logan Capital Management
Pennsylvania
$29.5K – – –
MLA
1650
MB, Levis & Associates
Pennsylvania
$29.1K +$72 +1 +0.2%
64 65
66
67 68