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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
826
LaFleur & Godfrey
Michigan
$832K -$106K -1,591 -12%
LWAM
827
Legacy Wealth Asset Management
Minnesota
$827K +$13K +195 +2%
AWM
828
Aberdeen Wealth Management
Illinois
$825K +$334 +5 +0%
CT
829
Clearstead Trust
Maine
$822K +$3.74K +56 +0.5%
RAG
830
RIA Advisory Group
Iowa
$819K +$928K +13,878 New
NIM
831
Nicollet Investment Management
Minnesota
$818K – – –
GT
832
Glenview Trust
Kentucky
$818K +$154K +2,299 +25%
QI
833
Qtron Investments
Massachusetts
$816K -$111K -1,658 -13%
NL
834
NWAM LLC
Washington
$813K +$35.7K +534 +5%
CCWM
835
Cassaday & Co Wealth Management
Virginia
$813K +$761K +11,385 New
APP
836
Avantax Planning Partners
Iowa
$811K +$14.2K +212 +2%
CW
837
CreativeOne Wealth
Kansas
$811K +$113K +1,695 +18%
V
838
ViaWealth
Kansas
$809K +$757K +11,319 New
AWM
839
Accurate Wealth Management
Florida
$805K +$236K +3,525 +45%
DA
840
Detalus Advisors
Missouri
$800K +$5.95K +89 +0.8%
FTC
841
Farmers Trust Company
Ohio
$798K – – –
RWM
842
Ritholtz Wealth Management
New York
$796K -$603K -9,017 -45%
CAM
843
Centre Asset Management
New York
$792K -$28.6K -427 -4%
CFAM
844
Center For Asset Management
Florida
$792K +$13.1K +196 +2%
EM
845
Excalibur Management
Massachusetts
$792K -$3.54K -53 -0.5%
CAAS
846
Capital Asset Advisory Services
Michigan
$791K -$123K -1,846 -15%
SWM
847
Silverlake Wealth Management
Vermont
$789K +$334 +5 +0%
EP
848
Eudaimonia Partners
Tennessee
$786K -$417K -6,240 -36%
TC
849
Toews Corporation
New Jersey
$786K -$267K -4,000 -27%
BPC
850
Banque Pictet & Cie
Switzerland
$785K +$121K +1,808 +20%
32 33
34
35 36