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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2051
Presidio Capital Management
California
$200K +$192K +2,074 New
OA
2052
Oasis Advisors
Iowa
$200K +$192K +2,076 New
MWPCG
2053
Measured Wealth Private Client Group
New Hampshire
$196K – – –
TTIC
2054
Tower Trust & Investment Company
Iowa
$194K – – –
EC
2055
Elequin Capital
New York
$191K -$419K -4,527 -70%
OSNBOA
2056
Old Second National Bank of Aurora
Illinois
$190K -$2.31K -25 -1%
MUMSS
2057
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$46.8K -506 -20%
BIAS
2058
Beacon Investment Advisory Services
New Jersey
$186K +$179K +1,930 New
KFAS
2059
Keating Financial Advisory Services
Kansas
$185K +$9.81K +106 +6%
HIMS
2060
Hager Investment Management Services
New Hampshire
$183K – – –
CIR
2061
Clear Investment Research
Georgia
$180K +$173K +1,867 New
CAL
2062
Capital Advisors Ltd
Ohio
$179K – – –
TWM
2063
Tripletail Wealth Management
Florida
$178K +$2.77K +30 +2%
PWM
2064
Proathlete Wealth Management
Florida
$175K +$925 +10 +0.6%
ACM
2065
Aster Capital Management
United Arab Emirates
$174K -$94.6K -1,023 -35%
PF
2066
PlanVest Financial
Maryland
$172K +$165K +1,786 New
IFG Advisory
2067
IFG Advisory
Georgia
$172K -$10.5M -113,188 -98%
CB
2068
Community Bank
New York
$169K – – –
FFO
2069
Fortitude Family Office
Arizona
$168K +$6.57K +71 +4%
SAM
2070
S.A. Mason
Michigan
$167K – – –
CFD
2071
Creative Financial Designs
Indiana
$167K -$463 -5 -0.3%
SCM
2072
Silvant Capital Management
Georgia
$167K – – –
MCM
2073
MV Capital Management
Maryland
$163K +$3.42K +37 +2%
IAAG
2074
Innovative Asset Advisors Group
Connecticut
$158K +$151K +1,634 New
RWM
2075
RMG Wealth Management
Wisconsin
$156K – – –