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Southern Company

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