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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1076
Krilogy Financial
Missouri
$53K +$55.5K +1,205 New
RMAM
1077
Raab & Moskowitz Asset Management
New Jersey
$53K +$56.3K +1,222 New
FQ
1078
First Quadrant
California
$52K – – –
CT
1079
Clearstead Trust
Maine
$51K -$44.2K -960 -45%
PGWM
1080
Parisi Gray Wealth Management
New Jersey
$51K – – –
RWA
1081
River Wealth Advisors
Pennsylvania
$49K -$5.71K -124 -10%
TVWM
1082
Tower View Wealth Management
Wisconsin
$49K +$92 +2 +0.2%
RCG
1083
Ruggie Capital Group
Florida
$48K -$67.3K -1,460 -57%
AWM
1084
AllSquare Wealth Management
New York
$48K -$4.61K -100 -8%
SCM
1085
Silvant Capital Management
Georgia
$48K +$24K +520 +91%
FDCDDQ
1086
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.1K +$7.47K +162 +18%
DWM
1087
Destination Wealth Management
California
$47K -$56.9K -1,234 -53%
DBT
1088
Dubuque Bank & Trust
Iowa
$47K -$22.3K -483 -31%
WPA
1089
West Paces Advisors
Georgia
$45.4K – – –
CWM
1090
Cranbrook Wealth Management
Michigan
$45K – – –
ADL
1091
Asset Dedication LLC
California
$44K – – –
OFW
1092
Omnia Family Wealth
Florida
$44K – – –
ML
1093
McAdam LLC
Pennsylvania
$44K +$92 +2 +0.2%
TWMP
1094
Taylor Wealth Management Partners
Massachusetts
$43K – – –
POIA
1095
Pin Oak Investment Advisors
Texas
$42K +$18.7K +405 +72%
LWS
1096
Lucia Wealth Services
California
$40K – – –
FMB
1097
Field & Main Bank
Kentucky
$39K – – –
MWM
1098
Mascoma Wealth Management
New Hampshire
$39K – – –
WC
1099
Whitnell & Co
Illinois
$39K – – –
WWM
1100
Willingdon Wealth Management
North Carolina
$39K +$3.73K +81 +10%
42 43
44
45 46