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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1126
GSB Wealth Management
Connecticut
$714K -$456 -5 -0.1%
AGP
1127
Autumn Glory Partners
Texas
$714K – – –
CCFM
1128
Clear Creek Financial Management
Washington
$709K +$16.4K +180 +2%
CAWM
1129
Capital Advisors Wealth Management
Washington
$709K +$7.85K +86 +1%
VBCG
1130
Valley Brook Capital Group
Pennsylvania
$708K -$27.1K -297 -4%
MFWP
1131
Mosaic Family Wealth Partners
Missouri
$707K +$22.5K +247 +3%
WA
1132
Wealth Alliance
New York
$707K +$33.5K +367 +5%
CWP
1133
Cyndeo Wealth Partners
Florida
$706K +$22.9K +251 +3%
GC
1134
Gilbert & Cook
Iowa
$703K -$28K -307 -4%
CCIA
1135
Campbell & Co Investment Adviser
Maryland
$702K +$735K +8,046 New
SOAM
1136
SBI Okasan Asset Management
Japan
$700K +$730K +8,000 New
GWA
1137
Geometric Wealth Advisors
District of Columbia
$700K – – –
MEAC
1138
M.E. Allison & Co
Texas
$697K +$50.7K +555 +7%
CBB
1139
Citizens Business Bank
California
$696K -$2.37K -26 -0.3%
RGC
1140
Roberts, Glore & Co
Illinois
$696K – – –
DIA
1141
Davidson Investment Advisors
Montana
$695K -$15M -164,192 -95%
OL
1142
one8zero8 LLC
North Carolina
$695K -$8.31K -91 -1%
WDG
1143
Wealth Dimensions Group
Ohio
$693K +$1.28K +14 +0.2%
BCV
1144
Banque Cantonale Vaudoise
Switzerland
$686K +$34.6K +379 +5%
MAM
1145
McLean Asset Management
Virginia
$686K -$2.01K -22 -0.3%
WOSD
1146
WFA of San Diego
California
$685K – – –
NAAA
1147
New Age Alpha Advisors
New York
$685K -$413K -4,519 -37%
KMWM
1148
Keudell/Morrison Wealth Management
Oregon
$684K +$717K +7,849 New
ACM
1149
Allred Capital Management
Texas
$684K +$730 +8 +0.1%
BW
1150
Blalock Williams
Alabama
$684K -$13.8K -151 -2%
44 45
46
47 48