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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1626
WealthTrust Asset Management
Florida
$302K +$346 +4 +0.1%
PWM
1627
PBMares Wealth Management
Virginia
$302K +$433 +5 +0.2%
SCP
1628
Sivia Capital Partners
California
$301K +$12.5K +144 +5%
MAFA
1629
MJT & Associates Financial Advisory
Minnesota
$301K +$283K +3,274 New
SW
1630
SkyOak Wealth
Michigan
$300K +$283K +3,265 New
SN
1631
Sittner & Nelson
Oregon
$300K +$1.3K +15 +0.5%
RFM
1632
Royal Fund Management
Florida
$299K +$1.82K +21 +0.6%
NRS
1633
Neville Rodie & Shaw
New York
$299K +$51.5K +595 +22%
IAS
1634
Insigneo Advisory Services
Florida
$299K +$8.83K +102 +3%
IA
1635
Insight Advisors
Pennsylvania
$299K – – –
FA
1636
FSA Advisors
Michigan
$298K +$281K +3,246 New
CFP
1637
Catalyst Financial Partners
Massachusetts
$298K -$6.15K -71 -2%
PFW
1638
Petros Family Wealth
Minnesota
$298K +$5.89K +68 +2%
SIS
1639
Sound Income Strategies
Florida
$297K -$367K -4,244 -57%
IAS
1640
Investment Advisory Services
Texas
$297K +$1.56K +18 +0.6%
Choate Investment Advisors
1641
Choate Investment Advisors
Massachusetts
$296K +$4.5K +52 +2%
PWM
1642
Power Wealth Management
Georgia
$295K +$2.08K +24 +0.8%
PCA
1643
Private Capital Advisors
Connecticut
$294K – – –
PIMG
1644
Patriot Investment Management Group
Tennessee
$294K -$5.28K -61 -2%
ZF
1645
Zhang Financial
Michigan
$294K -$24.3K -281 -8%
CA
1646
Calton & Associates
Florida
$294K +$276K +3,194 New
BWM
1647
Biltmore Wealth Management
Arizona
$294K +$260 +3 +0.1%
CT
1648
Coastline Trust
Rhode Island
$293K +$87.3K +1,008 +46%
LBC
1649
Leigh Baldwin & Co
New York
$293K +$1.04K +12 +0.4%
CW
1650
Code Waechter
Florida
$292K +$275K +3,173 New