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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1876
Medallion Wealth Advisors
Connecticut
$154K +$149K +1,703 New
RA
1877
Ransom Advisory
Rhode Island
$154K – – –
HIA
1878
Harbor Investment Advisory
Maryland
$150K +$7.63K +87 +5%
MCM
1879
Manchester Capital Management
Vermont
$150K -$1.14K -13 -0.7%
CCA
1880
Catalyst Capital Advisors
New York
$149K +$159K +1,814 New
AFS
1881
Anderson Financial Strategies
Ohio
$148K +$157K +1,795 New
CFD
1882
Creative Financial Designs
Indiana
$148K -$43.8K -499 -22%
CA
1883
Continuum Advisory
Idaho
$147K -$20.6K -235 -12%
KIM
1884
Kestra Investment Management
Texas
$145K +$154K +1,761 New
SCM
1885
Silvant Capital Management
Georgia
$142K – – –
GP
1886
Greenline Partners
New York
$138K +$147K +1,677 New
TFA
1887
Toth Financial Advisory
Virginia
$138K +$351 +4 +0.2%
CB
1888
Community Bank
New York
$136K – – –
MCM
1889
MV Capital Management
Maryland
$135K -$526 -6 -0.4%
OW
1890
Olistico Wealth
Oklahoma
$135K +$3.16K +36 +2%
DMBA
1891
Deseret Mutual Benefit Administrators
Utah
$133K -$2.63K -30 -2%
SAM
1892
S.A. Mason
Michigan
$131K +$439 +5 +0.3%
BWL
1893
Bogart Wealth LLC
Virginia
$129K +$1.14K +13 +0.8%
AIM
1894
Acropolis Investment Management
Missouri
$127K -$17.5K -200 -11%
AS
1895
Altshuler Shaham
Israel
$125K +$134K +1,523 New
APW
1896
Acima Private Wealth
Virginia
$123K – – –
BC
1897
Barrett & Company
Rhode Island
$122K – – –
ANBT
1898
American National Bank & Trust
Texas
$121K -$4.3K -49 -3%
FMP
1899
Financial Management Professionals
Texas
$121K -$614 -7 -0.5%
WB
1900
Webster Bank
Connecticut
$120K +$15.5K +177 +14%