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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$876K +$160K +2,114 +20%
CCB
802
Country Club Bank
Missouri
$871K +$31.3K +413 +3%
CWS
803
Confluence Wealth Services
Pennsylvania
$870K -$2.5K -33 -0.3%
RMC
804
Resources Management Corp
Connecticut
$867K – – –
MCA
805
Magnolia Capital Advisors
Mississippi
$866K -$21.4K -282 -2%
SB
806
Strategic Blueprint
Georgia
$864K -$595K -7,853 -38%
CFG
807
Cooper Financial Group
California
$864K -$82.9K -1,095 -8%
5L
808
55I LLC
Massachusetts
$863K +$685K +9,049 +249%
AUB
809
Atlantic Union Bankshares
Virginia
$861K -$38.3K -505 -4%
BFIC
810
Bedell Frazier Investment Counselling
California
$859K +$957K +12,639 New
PWM
811
Palumbo Wealth Management
New York
$857K +$24.8K +328 +3%
HPC
812
HM Payson & Co
Maine
$856K – – –
SG
813
Stonnington Group
California
$854K -$848K -11,200 -46%
GWANC
814
Guardian Wealth Advisors (North Carolina)
North Carolina
$853K -$286K -3,779 -23%
WFS
815
Widmann Financial Services
Maryland
$853K -$7.58K -100 -0.8%
SA
816
SRH Advisors
Kansas
$852K – – –
TFS
817
TrustCore Financial Services
Tennessee
$850K +$303 +4 +0%
FWM
818
ForthRight Wealth Management
Georgia
$848K -$97.5K -1,287 -9%
CAAS
819
Capital Asset Advisory Services
Michigan
$847K -$163K -2,151 -15%
RFN
820
RDA Financial Network
Iowa
$845K +$28.4K +375 +3%
MSA
821
Marino Stram & Associates
Massachusetts
$839K -$2.04K -27 -0.2%
CA
822
Claro Advisors
Massachusetts
$838K – – –
HT
823
HAP Trading
New York
$832K +$64.1K +846 +7%
CS
824
Comerica Securities
Michigan
$832K +$68.5K +904 +8%
RWA
825
Redhawk Wealth Advisors
Minnesota
$832K +$927K +12,243 New
31 32
33
34 35