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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1151
GPS Wealth Strategies Group
Colorado
$440K -$84.4K -1,222 -17%
AAG
1152
Armstrong Advisory Group
Massachusetts
$440K – – –
CIA
1153
Cohen Investment Advisors
New Hampshire
$440K -$17.6K -255 -4%
CWP
1154
Cyndeo Wealth Partners
Florida
$439K -$12.4K -179 -3%
IAS
1155
Insigneo Advisory Services
Florida
$438K +$30.2K +437 +8%
HWA
1156
Heritage Wealth Advisors
Virginia
$438K – – –
SL
1157
Summitry LLC
California
$438K -$93.2K -1,350 -18%
LSAG
1158
Lake Street Advisors Group
New Hampshire
$437K +$23.1K +335 +6%
MWM
1159
Mosley Wealth Management
California
$436K -$4.49K -65 -1%
CAAS
1160
Capital Asset Advisory Services
Michigan
$435K -$58.3K -845 -12%
IEFM
1161
IQ EQ Fund Management
Ireland
$434K – – –
AWM
1162
Abound Wealth Management
Tennessee
$434K -$552 -8 -0.1%
FA
1163
FSA Advisors
Michigan
$434K +$1.66K +24 +0.4%
CWM
1164
Cranbrook Wealth Management
Michigan
$433K – – –
MWM
1165
Magnolia Wealth Management
Alabama
$432K +$209K +3,026 +100%
AFA
1166
American Financial Advisors
Georgia
$432K +$3.17K +46 +0.8%
BAM
1167
BOS Asset Management
Illinois
$431K – – –
CST
1168
Charles Schwab Trust
Nevada
$431K +$415K +6,007 New
SC
1169
Schulhoff & Co
Ohio
$430K – – –
GP
1170
Girard Partners
Pennsylvania
$430K -$38.9K -563 -9%
TWM
1171
Tradition Wealth Management
Minnesota
$430K -$15.3K -222 -4%
KCFA
1172
Key Client Fiduciary Advisors
New Jersey
$430K -$69 -1 -0%
KC
1173
Kingfisher Capital
North Carolina
$427K +$1.93K +28 +0.5%
KFA
1174
Kapstone Financial Advisors
Ohio
$427K – – –
VFP
1175
Verus Financial Partners
Virginia
$427K -$17.8K -258 -4%
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48 49