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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1951
Eagle Bay Advisors
New York
$16.6K -$1.2K -14 -7%
AW
1952
Avion Wealth
Texas
$16K +$1.02K +12 +7%
CYG
1953
Clean Yield Group
Vermont
$15.8K -$6.41K -75 -30%
Parallax Volatility Advisers
1954
Parallax Volatility Advisers
California
$15.1K +$14.3K +167 New
FC
1955
Fairscale Capital
New Hampshire
$14.6K
PWMG
1956
Private Wealth Management Group
New Jersey
$14.4K
WCM
1957
Westend Capital Management
California
$14.1K
SC
1958
Steph & Co
Wisconsin
$12.6K
CPA
1959
Capital Performance Advisors
California
$11.9K +$11.3K +132 New
SIC
1960
SJS Investment Consulting
Ohio
$11.2K -$17.1K -200 -62%
VNA
1961
Valley National Advisers
Pennsylvania
$11K -$34.6K -405 -76%
HFM
1962
Harvest Fund Management
China
$11K +$10.3K +120 New
CTWM
1963
Cherry Tree Wealth Management
Minnesota
$10.9K
FGC
1964
Financial Gravity Companies
Texas
$10.8K +$10.3K +120 New
JFG
1965
JDM Financial Group
Texas
$10.6K +$9.99K +117 New
GWMI
1966
Guardian Wealth Management (Illinois)
Illinois
$10.5K +$85 +1 +0.9%
AP
1967
Aspect Partners
Virginia
$10.3K
ACM
1968
Anfield Capital Management
California
$9.47K
RWA
1969
Redmont Wealth Advisors
Illinois
$9.47K
WSCM
1970
Wellington Shields Capital Management
New York
$9.38K
FFL
1971
Financial Freedom LLC
Ohio
$9.02K
HEIP
1972
Hudson Edge Investment Partners
New Jersey
$9.02K
PA
1973
Pineridge Advisors
Missouri
$9.02K
PP
1974
Pingora Partners
Wyoming
$9.02K
RWM
1975
Reston Wealth Management
Virginia
$8.93K +$8.46K +99 New