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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1726
Covestor
United Kingdom
$37K +$137 +2 +0.4%
VNA
1727
Valley National Advisers
Pennsylvania
$36K +$14.1K +205 +64%
BCM
1728
Bourgeon Capital Management
Connecticut
$35.8K – – –
TLA
1729
Tanglewood Legacy Advisors
Texas
$35.6K – – –
JFA
1730
JNBA Financial Advisors
Minnesota
$35.5K -$3.91K -57 -10%
AWM
1731
AllSquare Wealth Management
New York
$35.1K – – –
HSA
1732
Hussman Strategic Advisors
Maryland
$35.1K – – –
CAL
1733
Capital Analysts LLC
Pennsylvania
$35K -$2.95K -43 -8%
WAM
1734
WFA Asset Management
Wisconsin
$34.9K -$92.6K -1,348 -73%
TIM
1735
Tortoise Investment Management
New York
$34.4K – – –
BWM
1736
BKM Wealth Management
Wisconsin
$33.7K +$33K +480 New
SWM
1737
Sanctuary Wealth Management
Idaho
$33.4K – – –
FFA
1738
Fairfield Financial Advisors
Massachusetts
$33.3K +$275 +4 +0.9%
SIS
1739
Strategic Investment Solutions
Illinois
$33.3K -$640K -9,313 -95%
VF
1740
VitalStone Financial
Texas
$33K – – –
BIA
1741
Bell Investment Advisors
California
$32.5K -$4.26K -62 -12%
NCM
1742
Northwest Capital Management
Oregon
$31.5K +$9.13K +133 +42%
SA
1743
Scarborough Advisors
Maryland
$31.1K +$30.4K +443 New
TSW
1744
Thompson Siegel & Walmsley
Virginia
$31K -$5.97K -87 -16%
VAMG
1745
Voisard Asset Management Group
Michigan
$30.6K +$29.9K +436 New
MLA
1746
MB, Levis & Associates
Pennsylvania
$29.2K +$69 +1 +0.2%
OA
1747
Operose Advisors
Wisconsin
$28.7K -$91.4K -1,331 -76%
PCM
1748
Perritt Capital Management
Illinois
$28.3K -$7.42K -108 -21%
FCT
1749
First Community Trust
Iowa
$28K – – –
B
1750
Birchbrook
Maine
$28K +$27.5K +400 New
68 69
70
71 72