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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
1951
New Age Alpha Advisors
New York
$17.4K +$16.5K +193 New
HFS
1952
Horizon Financial Services
North Carolina
$17.1K – – –
TVWM
1953
Tower View Wealth Management
Wisconsin
$16.8K +$85 +1 +0.5%
EBA
1954
Eagle Bay Advisors
New York
$16.6K -$1.2K -14 -7%
AW
1955
Avion Wealth
Texas
$16K +$1.02K +12 +7%
CYG
1956
Clean Yield Group
Vermont
$15.8K -$6.41K -75 -30%
Parallax Volatility Advisers
1957
Parallax Volatility Advisers
California
$15.1K +$14.3K +167 New
FC
1958
Fairscale Capital
New Hampshire
$14.6K – – –
PWMG
1959
Private Wealth Management Group
New Jersey
$14.4K – – –
WCM
1960
Westend Capital Management
California
$14.1K – – –
SC
1961
Steph & Co
Wisconsin
$12.6K – – –
CPA
1962
Capital Performance Advisors
California
$11.9K +$11.3K +132 New
SIC
1963
SJS Investment Consulting
Ohio
$11.2K -$17.1K -200 -62%
VNA
1964
Valley National Advisers
Pennsylvania
$11K -$34.6K -405 -76%
HFM
1965
Harvest Fund Management
China
$11K +$10.3K +120 New
CTWM
1966
Cherry Tree Wealth Management
Minnesota
$10.9K – – –
FGC
1967
Financial Gravity Companies
Texas
$10.8K +$10.3K +120 New
JFG
1968
JDM Financial Group
Texas
$10.6K +$9.99K +117 New
GWMI
1969
Guardian Wealth Management (Illinois)
Illinois
$10.5K +$85 +1 +0.9%
AP
1970
Aspect Partners
Virginia
$10.3K – – –
ACM
1971
Anfield Capital Management
California
$9.47K – – –
RWA
1972
Redmont Wealth Advisors
Illinois
$9.47K – – –
WSCM
1973
Wellington Shields Capital Management
New York
$9.38K – – –
FFL
1974
Financial Freedom LLC
Ohio
$9.02K – – –
HEIP
1975
Hudson Edge Investment Partners
New Jersey
$9.02K – – –