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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
AllSquare Wealth Management
New York
$32.4K – – –
HSA
1627
Hussman Strategic Advisors
Maryland
$32.4K – – –
VF
1628
VitalStone Financial
Texas
$32K -$2.08K -30 -6%
TIM
1629
Tortoise Investment Management
New York
$31.7K – – –
SWM
1630
Sanctuary Wealth Management
Idaho
$30.9K – – –
FFA
1631
Fairfield Financial Advisors
Massachusetts
$30.4K +$347 +5 +1%
WOSD
1632
WFA of San Diego
California
$29.1K -$55.5K -800 -64%
ICM
1633
Intrepid Capital Management
Florida
$27.7K – – –
LCM
1634
Logan Capital Management
Pennsylvania
$27.2K – – –
MLA
1635
MB, Levis & Associates
Pennsylvania
$26.9K +$69 +1 +0.2%
FCT
1636
First Community Trust
Iowa
$25.9K – – –
CSWM
1637
Cassady Schiller Wealth Management
Ohio
$24.6K -$10.4K -150 -28%
JMF
1638
Johnson Midwest Financial
Iowa
$23.6K – – –
CA
1639
Centerpoint Advisors
Massachusetts
$23K +$24K +346 +2,163%
CCM
1640
Chilton Capital Management
Texas
$22.8K – – –
RDFA
1641
Ritter Daniher Financial Advisory
Ohio
$22.7K – – –
FWA
1642
FSC Wealth Advisors
New York
$22.5K +$24.2K +348 New
GKIM
1643
GW&K Investment Management
Massachusetts
$22K -$139 -2 -0.6%
CWM
1644
Cedar Wealth Management
California
$21.6K – – –
RG
1645
Retirement Group
California
$21.1K +$7.22K +104 +125%
VNA
1646
Valley National Advisers
Pennsylvania
$21K +$6.94K +100 +45%
NCM
1647
Northwest Capital Management
Oregon
$20.5K – – –
MBFW
1648
Morton Brown Family Wealth
Pennsylvania
$20.3K – – –
TCPG
1649
Trivant Custom Portfolio Group
California
$19.4K – – –
EWM
1650
Evermay Wealth Management
Virginia
$19.4K – – –
64 65
66
67 68