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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1826
Evoke Wealth
California
$206K -$12.4K -141 -5%
BFA
1827
Brown Financial Advisory
Alabama
$205K +$3.86K +44 +2%
PSCM
1828
Per Stirling Capital Management
Texas
$205K +$1.49K +17 +0.7%
RWP
1829
Revolve Wealth Partners
New Jersey
$204K -$34.7K -396 -14%
CFCI
1830
Comprehensive Financial Consultants Institutional
Indiana
$204K – – –
CWM
1831
Crowley Wealth Management
Delaware
$204K +$218K +2,480 New
SSWG
1832
Seven Springs Wealth Group
Tennessee
$204K +$217K +2,474 New
JMFC
1833
J.M. Forbes & Co
Massachusetts
$203K – – –
PA
1834
PharVision Advisers
Florida
$203K +$216K +2,466 New
DIM
1835
Delta Investment Management
California
$203K – – –
GMA
1836
Glassy Mountain Advisors
Maryland
$203K – – –
JCM
1837
Jacobsen Capital Management
Utah
$202K +$1.14K +13 +0.5%
TF
1838
Tompkins Financial
New York
$202K -$7.9K -90 -4%
SPI
1839
Santori & Peters Inc
Pennsylvania
$202K +$1.58K +18 +0.7%
VCP
1840
Verus Capital Partners
Arizona
$201K +$10.8K +123 +5%
WWC
1841
Waypoint Wealth Counsel
Georgia
$200K +$7.02K +80 +3%
BFG
1842
Birch Financial Group
New Hampshire
$200K +$214K +2,435 New
LA
1843
LexAurum Advisors
Kansas
$200K +$1.58K +18 +0.7%
LCM
1844
Liberty Capital Management
Michigan
$200K – – –
LOIP
1845
Live Oak Investment Partners
Texas
$199K – – –
NFSG
1846
Newbridge Financial Services Group
Florida
$198K +$211K +2,406 New
EIM
1847
Essex Investment Management
Massachusetts
$198K – – –
WBWA
1848
William B. Walkup & Associates
South Carolina
$194K – – –
SC
1849
Sawyer & Company
Massachusetts
$194K -$74.2K -846 -26%
CPG
1850
Cornerstone Planning Group
New Jersey
$194K +$790 +9 +0.4%