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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1726
Councilmark Asset Management
Tennessee
$265K – – –
IAG
1727
Ipsen Advisor Group
Arkansas
$265K -$5.37K -62 -2%
HPIA
1728
Hamilton Point Investment Advisors
North Carolina
$265K -$433 -5 -0.2%
NEWAS
1729
N.E.W. Advisory Services
Wisconsin
$264K +$2.68K +31 +1%
FWM
1730
Forefront Wealth Management
Pennsylvania
$264K -$3.55K -41 -1%
CWMS
1731
Cannon Wealth Management Services
North Carolina
$264K -$24K -277 -9%
ECM
1732
Exchange Capital Management
Michigan
$264K -$5.63K -65 -2%
NB
1733
Northwest Bancshares
Pennsylvania
$264K -$13.9K -160 -5%
CCC
1734
Chelsea Counsel Company
California
$263K +$8.66K +100 +4%
WJWM
1735
Williams Jones Wealth Management
New York
$260K -$54.1K -625 -18%
HCG
1736
Haven Capital Group
California
$260K – – –
MWM
1737
MBE Wealth Management
Wisconsin
$260K +$10.2K +118 +4%
NSAM
1738
North Star Asset Management
Wisconsin
$260K – – –
S
1739
Sunpointe
Missouri
$259K -$21.7K -251 -8%
EFM
1740
E Fund Management
China
$259K +$9.09K +105 +4%
OF
1741
Optimize Financial
California
$259K +$244K +2,816 New
AIM
1742
Advyzon Investment Management
Illinois
$259K -$8.48K -98 -3%
FWM
1743
FSA Wealth Management
Massachusetts
$259K – – –
FWM
1744
Finer Wealth Management
Massachusetts
$258K – – –
LSIA
1745
LaSalle St. Investment Advisors
Illinois
$258K +$243K +2,807 New
BFA
1746
Brown Financial Advisory
Alabama
$258K +$27.4K +316 +13%
PBK
1747
Peoples Bank (Kansas)
Kansas
$257K – – –
BWM
1748
Baron Wealth Management
Michigan
$256K +$241K +2,788 New
EAM
1749
Evanson Asset Management
California
$256K +$241K +2,779 New
PHIC
1750
Pine Haven Investment Counsel
Massachusetts
$255K – – –