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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
1101
Roberts, Glore & Co
Illinois
$746K -$40.4K -450 -5%
PCMF
1102
Private Capital Management (Florida)
Florida
$746K – – –
APW
1103
Aventura Private Wealth
Florida
$741K -$8.44K -94 -1%
GWA
1104
Geometric Wealth Advisors
District of Columbia
$737K +$2.07K +23 +0.3%
AIC
1105
Archer Investment Corporation
Indiana
$735K – – –
WAL
1106
W Advisors LLC
Tennessee
$735K -$1.35K -15 -0.2%
SAW
1107
Signal Advisors Wealth
Michigan
$734K +$369K +4,113 +106%
PSFG
1108
Park Square Financial Group
Georgia
$733K -$13.9K -155 -2%
GSEP
1109
Golden State Equity Partners
California
$730K +$5.57K +62 +0.8%
SIMG
1110
Sonora Investment Management Group
Arizona
$730K +$27.6K +307 +4%
WDG
1111
Wealth Dimensions Group
Ohio
$729K +$22.5K +251 +3%
BW
1112
Blalock Williams
Alabama
$727K -$26.6K -296 -4%
AC
1113
AlphaCore Capital
California
$722K +$58.7K +654 +9%
ACM
1114
Allred Capital Management
Texas
$722K -$56.5K -629 -7%
WOSD
1115
WFA of San Diego
California
$722K +$706K +7,860 New
FFM
1116
Fullerton Fund Management
Singapore
$721K -$592K -6,592 -46%
SF
1117
SageOak Financial
Oklahoma
$720K – – –
BRWM
1118
Blue Rock Wealth Management
North Carolina
$718K – – –
CWM
1119
Chesapeake Wealth Management
Virginia
$716K +$416K +4,628 +146%
V
1120
ViaWealth
Kansas
$714K -$87K -969 -11%
PIA
1121
Pinion Investment Advisors
Kansas
$713K +$7.01K +78 +1%
FA
1122
Faithward Advisors
Pennsylvania
$711K -$23.5K -262 -3%
PSFG
1123
Prairie Sky Financial Group
Illinois
$711K – – –
MAM
1124
McLean Asset Management
Virginia
$710K +$5.84K +65 +0.8%
SWMG
1125
Sard Wealth Management Group
Georgia
$707K +$5.39K +60 +0.8%
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