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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
SGC
1901
Slocum, Gordon & Co
Rhode Island
$119K -$79.6M -907,302 -100%
MSFP
1902
Mark Sheptoff Financial Planning
Connecticut
$119K – – –
OC
1903
Oarsman Capital
Wisconsin
$118K – – –
MEG
1904
Millstone Evans Group
Colorado
$112K +$119K +1,357 New
PP
1905
PrairieView Partners
Minnesota
$110K -$145K -1,653 -55%
HFS
1906
Hopwood Financial Services
Virginia
$109K +$117K +1,330 New
RWM
1907
Ruedi Wealth Management
Illinois
$109K – – –
DF
1908
Dunhill Financial
United Kingdom
$108K +$42K +479 +57%
TSMHT
1909
Thurston Springer Miller Herd & Titak
Indiana
$106K +$17.5K +200 +18%
EPW
1910
Endeavor Private Wealth
Kansas
$105K +$112K +1,275 New
MSG
1911
Main Street Group
Virginia
$105K – – –
RF
1912
Roxbury Financial
New Jersey
$105K +$103K +1,173 New
TFIPS
1913
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$31.4K +358 +39%
AAP
1914
Arax Advisory Partners
Colorado
$104K +$74.7K +851 +207%
VCM
1915
Versant Capital Management
Arizona
$104K +$28.9K +329 +35%
BCMLT
1916
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K -$12.8K -146 -11%
OAM
1917
Ostrum Asset Management
France
$100K -$4.56K -52 -4%
KOCAA
1918
Knights of Columbus Asset Advisors
Connecticut
$98.8K – – –
PG
1919
Proffitt & Goodson
Tennessee
$98.5K +$1.32K +15 +1%
WT
1920
Whittier Trust
California
$98K -$1.67K -19 -2%
AW
1921
Avion Wealth
Texas
$96K +$87.2K +994 +549%
WI
1922
Wintrust Investments
Illinois
$95K -$12.4K -141 -11%
RBC
1923
Roble Belko & Company
Pennsylvania
$95K +$101K +1,154 New
BGAI
1924
Bruce G. Allen Investments
Colorado
$95K -$1.05K -12 -1%
TCM
1925
TD Capital Management
Tennessee
$93.9K +$439 +5 +0.4%