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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2151
EFG International
$66.2K -$377 -4 -0.6%
TCM
2152
Triumph Capital Management
Colorado
$66K -$2.07K -22 -3%
LSA
2153
Leonteq Securities AG
Switzerland
$65.1K -$186K -1,977 -74%
MUMSS
2154
Mitsubishi UFJ Morgan Stanley Securities
Japan
$63.8K -$122K -1,298 -66%
WPWM
2155
Western Pacific Wealth Management
Illinois
$63.6K – – –
GTAM
2156
Global Trust Asset Management
Florida
$63.5K – – –
PS
2157
Planning Strategies
Pennsylvania
$62.6K +$61.6K +654 New
CB
2158
CNB Bank
Pennsylvania
$62.5K – – –
MSFP
2159
Mark Sheptoff Financial Planning
Connecticut
$62.2K – – –
GWS
2160
Greykasell Wealth Strategies
California
$61.9K – – –
GSEP
2161
Golden State Equity Partners
California
$60.8K -$2.11M -22,432 -97%
B
2162
Birchbrook
Maine
$60.5K – – –
HFG
2163
Harborfront Financial Group
Michigan
$60.4K +$59.4K +631 New
UIC
2164
Uniplan Investment Counsel
Wisconsin
$60.4K +$59.3K +630 New
HWM
2165
HighMark Wealth Management
Minnesota
$59.6K – – –
WA
2166
WPG Advisers
Maryland
$59.3K +$7.53K +80 +15%
FB
2167
First Bancorp
Maine
$59K +$58K +616 New
BW
2168
Bravera Wealth
North Dakota
$57.4K – – –
CWIG
2169
Chung Wu Investment Group
Texas
$57.4K – – –
OWP
2170
ORG Wealth Partners
Texas
$57.4K – – –
PP
2171
PFS Partners
New Jersey
$57.4K +$56.5K +600 New
FC
2172
Financial Consulate
Maryland
$57.4K +$847 +9 +2%
JGCM
2173
Joseph Group Capital Management
Ohio
$57.3K +$8.47K +90 +18%
CW
2174
CrossGen Wealth
North Carolina
$57.1K +$188 +2 +0.3%
B
2175
Bayban
Minnesota
$57K -$28.2K -300 -33%
85 86
87
88 89