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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1151
Cyndeo Wealth Partners
Florida
$442K +$34.9K +508 +9%
HCP
1152
Hexagon Capital Partners
Arkansas
$441K -$31.9K -465 -7%
MWM
1153
Mission Wealth Management
California
$440K +$6.11K +89 +1%
NCM
1154
Novare Capital Management
North Carolina
$440K +$2.06K +30 +0.5%
WHG
1155
Westwood Holdings Group
Texas
$440K -$3.16K -46 -0.7%
AAG
1156
Armstrong Advisory Group
Massachusetts
$440K -$7.97K -116 -2%
SC
1157
Syon Capital
California
$437K +$428K +6,238 New
NB
1158
Northwest Bancshares
Pennsylvania
$437K -$110K -1,599 -20%
TWM
1159
Tradition Wealth Management
Minnesota
$435K -$8.45K -123 -2%
VR
1160
Valued Retirements
Texas
$434K +$425K +6,192 New
SWA
1161
SFMG Wealth Advisors
Texas
$433K -$8.03K -117 -2%
HAM
1162
Harmony Asset Management
Arizona
$432K +$423K +6,164 New
FOFP
1163
Fee-Only Financial Planning
South Carolina
$431K – – –
FFM
1164
Forum Financial Management
Illinois
$431K -$99.2K -1,445 -19%
MWM
1165
Mosley Wealth Management
California
$430K +$421K +6,136 New
VFP
1166
Verus Financial Partners
Virginia
$429K +$12.2K +178 +3%
HWA
1167
Heritage Wealth Advisors
Virginia
$428K – – –
CWM
1168
Congress Wealth Management
Massachusetts
$427K +$199K +2,895 +90%
BEI
1169
Benjamin Edwards Inc
Missouri
$427K -$12.4K -181 -3%
FAM
1170
Formidable Asset Management
Ohio
$426K – – –
AWM
1171
Abound Wealth Management
Tennessee
$425K -$137 -2 -0%
IEFM
1172
IQ EQ Fund Management
Ireland
$425K – – –
AWE
1173
Avidian Wealth Enterprises
Texas
$424K +$206 +3 +0%
PE
1174
Point72 Europe
United Kingdom
$424K +$415K +6,048 New
CWM
1175
Cranbrook Wealth Management
Michigan
$423K – – –
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