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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
976
GC Wealth Management RIA
Massachusetts
$1.1M +$128K +1,381 +14%
MWM
977
Mosley Wealth Management
California
$1.1M +$11.7K +127 +1%
OFS
978
OneAscent Financial Services
Alabama
$1.1M +$217K +2,351 +26%
JIP
979
Jaffetilchin Investment Partners
Florida
$1.1M -$33.2K -359 -3%
UAG
980
United Advisor Group
Ohio
$1.09M -$185 -2 -0%
RCI
981
RS Crum Inc
California
$1.09M +$93 +1 +0%
BWP
982
Balboa Wealth Partners
Arizona
$1.08M +$4.81K +52 +0.5%
BAM
983
Belpointe Asset Management
Nevada
$1.08M +$179K +1,939 +21%
TBT
984
Texas Bank & Trust
Texas
$1.08M +$172K +1,860 +20%
AFP
985
ATLas Financial Planning
Georgia
$1.08M +$52.4K +566 +5%
IA
986
Integrity Alliance
Iowa
$1.08M +$143K +1,550 +16%
WWMSC
987
Wagner Wealth Management (South Carolina)
South Carolina
$1.08M +$88.6K +958 +9%
PCM
988
Polymer Capital Management
New York
$1.07M +$1.03M +11,098 New
JFG
989
Jefferies Financial Group
New York
$1.07M -$5.83M -63,055 -85%
XWM
990
Xcel Wealth Management
Florida
$1.07M +$78.4K +847 +8%
BRWA
991
B. Riley Wealth Advisors
Florida
$1.06M -$359K -3,882 -26%
NL
992
NWAM LLC
Washington
$1.06M -$2.77K -30 -0.3%
AA
993
Ancora Advisors
Ohio
$1.06M +$185 +2 +0%
KCIC
994
Kuhn & Co Investment Counsel
Illinois
$1.06M +$555 +6 +0.1%
WIM
995
Wiregrass Investment Management
Georgia
$1.06M +$39.1K +423 +4%
RMC
996
Resources Management Corp
Connecticut
$1.06M -$29.1K -315 -3%
MBT
997
Montecito Bank & Trust
California
$1.05M +$740 +8 +0.1%
CSIC
998
Clifford Swan Investment Counsel
California
$1.05M -$360K -3,890 -26%
SWM
999
Silverlake Wealth Management
Vermont
$1.05M -$833 -9 -0.1%
CTA
1000
Chesley Taft & Associates
Illinois
$1.04M – – –
38 39
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