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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
1126
First National Corp
Massachusetts
$765K -$59.3K -635 -7%
ICA
1127
Infrastructure Capital Advisors
New York
$765K -$325K -3,479 -30%
CWM
1128
Chesapeake Wealth Management
Virginia
$764K +$24.7K +265 +3%
OL
1129
one8zero8 LLC
North Carolina
$764K -$59.9K -642 -7%
CAWM
1130
Capital Advisors Wealth Management
Washington
$762K +$299K +3,206 +66%
GWA
1131
Geometric Wealth Advisors
District of Columbia
$761K – – –
CBB
1132
Citizens Business Bank
California
$759K +$174K +1,868 +30%
BOJHT
1133
Bank of Jackson Hole Trust
Wyoming
$759K +$84.9K +909 +13%
AIC
1134
Archer Investment Corporation
Indiana
$759K – – –
BW
1135
Blalock Williams
Alabama
$758K +$7.75K +83 +1%
TWM
1136
Tradition Wealth Management
Minnesota
$757K +$36.6K +392 +5%
RGC
1137
Roberts, Glore & Co
Illinois
$756K -$14K -150 -2%
YIA
1138
YHB Investment Advisors
Connecticut
$756K -$139K -1,494 -16%
SWMG
1139
Sard Wealth Management Group
Georgia
$754K +$24.4K +261 +3%
CCFM
1140
Clear Creek Financial Management
Washington
$753K -$98.7K -1,057 -12%
WDG
1141
Wealth Dimensions Group
Ohio
$752K – – –
SIMG
1142
Sonora Investment Management Group
Arizona
$748K -$4.95K -53 -0.7%
VH
1143
Visionary Horizons
Tennessee
$747K -$53.6K -574 -7%
WOSD
1144
WFA of San Diego
California
$745K – – –
PMG
1145
ProVise Management Group
Florida
$745K +$18.4K +197 +3%
SL
1146
Summitry LLC
California
$745K +$158K +1,693 +27%
SF
1147
SageOak Financial
Oklahoma
$743K – – –
CWP
1148
Cyndeo Wealth Partners
Florida
$743K +$124K +1,330 +20%
GCP
1149
GSA Capital Partners
United Kingdom
$743K +$732K +7,839 New
ACM
1150
Allred Capital Management
Texas
$743K -$2.33K -25 -0.3%
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