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Southern Company

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
2151
Boyd Watterson Asset Management
Ohio
$70.8K – – –
OW
2152
Olistico Wealth
Oklahoma
$69.7K – – –
OCWP
2153
Owl Creek Wealth Partners
Colorado
$68.6K +$65.8K +711 New
TCM
2154
Triumph Capital Management
Colorado
$68.6K +$12.8K +138 +24%
STB
2155
S&T Bank
Pennsylvania
$68.5K +$30K +324 +84%
CH
2156
Canton Hathaway
Rhode Island
$68K – – –
BA
2157
Ballast Advisors
Minnesota
$67.8K +$64.9K +702 New
PUI
2158
Purpose Unlimited Inc
$67.6K – – –
AT
2159
Avalon Trust
New Mexico
$67.6K +$64.8K +700 New
HWP
2160
Highline Wealth Partners
California
$67.2K -$93 -1 -0.1%
EI
2161
EFG International
$67.2K +$64.4K +696 New
WETS
2162
Wealth Enhancement Trust Services
South Dakota
$67K -$2.59K -28 -4%
WPWM
2163
Western Pacific Wealth Management
Illinois
$64.1K – – –
GTAM
2164
Global Trust Asset Management
Florida
$64K – – –
WB
2165
Webster Bank
Connecticut
$63.8K – – –
CB
2166
CNB Bank
Pennsylvania
$63K +$13.8K +149 +30%
GWS
2167
Greykasell Wealth Strategies
California
$62.4K +$7.49K +81 +14%
MSFP
2168
Mark Sheptoff Financial Planning
Connecticut
$62.3K -$74K -800 -55%
BGAI
2169
Bruce G. Allen Investments
Colorado
$62K -$27.8K -301 -32%
PSB
2170
Piscataqua Savings Bank
New Hampshire
$61.8K – – –
B
2171
Birchbrook
Maine
$61K – – –
HWM
2172
HighMark Wealth Management
Minnesota
$60.1K – – –
BW
2173
Bravera Wealth
North Dakota
$57.9K – – –
CWIG
2174
Chung Wu Investment Group
Texas
$57.9K – – –
OWP
2175
ORG Wealth Partners
Texas
$57.9K +$55.5K +600 New