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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1701
Highlander Capital Management
New Jersey
$44.5K – – –
GAA
1702
Global Assets Advisory
Florida
$43.2K +$41.9K +607 New
SAM
1703
Shell Asset Management
Netherlands
$43K -$1.26M -18,276 -97%
WB
1704
Webster Bank
Connecticut
$42.8K – – –
CWA
1705
Carolina Wealth Advisors
South Carolina
$42.6K – – –
SCA
1706
Stuart Chaussee & Associates
California
$42.2K – – –
APC
1707
Aspire Private Capital
North Carolina
$42.1K +$69 +1 +0.2%
VNA
1708
Valley National Advisers
Pennsylvania
$40K +$3.11K +45 +9%
CSWM
1709
Cassady Schiller Wealth Management
Ohio
$39.9K – – –
RFS
1710
Richardson Financial Services
Massachusetts
$39.7K -$276 -4 -0.7%
CPBTD
1711
Central Pacific Bank - Trust Division
Hawaii
$39.3K +$38.2K +553 New
TCM
1712
TD Capital Management
Tennessee
$39.2K – – –
CWM
1713
Cedar Wealth Management
California
$39.1K +$14.6K +211 +63%
CFFP
1714
Center for Financial Planning
Michigan
$38.7K -$55.2K -800 -60%
MWA
1715
Moser Wealth Advisors
Washington
$38.5K – – –
OP
1716
ORG Partners
Indiana
$38.3K -$173K -2,500 -82%
JWA
1717
JFS Wealth Advisors
Pennsylvania
$37.8K -$72.1K -1,044 -66%
FSWA
1718
Financial Synergies Wealth Advisors
Texas
$37.4K +$35.1K +508 +3,629%
OA
1719
Operose Advisors
Wisconsin
$36.5K +$6.9K +100 +24%
TLA
1720
Tanglewood Legacy Advisors
Texas
$36.4K – – –
JFA
1721
JNBA Financial Advisors
Minnesota
$36.3K – – –
CAL
1722
Capital Analysts LLC
Pennsylvania
$36K – – –
AWM
1723
AllSquare Wealth Management
New York
$35.9K – – –
HSA
1724
Hussman Strategic Advisors
Maryland
$35.9K – – –
TIM
1725
Tortoise Investment Management
New York
$35.2K – – –
67 68
69
70 71