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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1151
Moseley Investment Management
Florida
$486K +$1.97K +26 +0.4%
MCWS
1152
McKinley Carter Wealth Services
West Virginia
$486K +$1.67K +22 +0.4%
CBB
1153
Citizens Business Bank
California
$485K +$131K +1,725 +38%
KFP
1154
KMG Fiduciary Partners
Ohio
$484K +$149K +1,967 +46%
SWA
1155
SFMG Wealth Advisors
Texas
$482K +$758 +10 +0.2%
LA
1156
Legacy Advisors
Pennsylvania
$480K +$469K +6,190 New
CWP
1157
Cyndeo Wealth Partners
Florida
$480K +$5K +66 +1%
VCM
1158
Virtue Capital Management
Tennessee
$479K -$37.7K -498 -8%
FOFP
1159
Fee-Only Financial Planning
South Carolina
$477K – – –
MGIA
1160
Moneta Group Investment Advisors
Missouri
$476K +$21.1K +279 +5%
PA
1161
PSI Advisors
Florida
$475K -$167K -2,210 -27%
AT
1162
Arlington Trust
Alabama
$474K +$188K +2,481 +68%
HWA
1163
Heritage Wealth Advisors
Virginia
$473K – – –
SSWM
1164
Smith Salley Wealth Management
North Carolina
$473K -$461K -6,077 -50%
SL
1165
Summitry LLC
California
$473K – – –
EWA
1166
Elevate Wealth Advisory
Georgia
$472K +$212K +2,802 +85%
AWM
1167
Abound Wealth Management
Tennessee
$471K +$1.59K +21 +0.3%
LC
1168
LCNB Corp
Ohio
$471K -$18.9K -250 -4%
SW
1169
SteelPeak Wealth
California
$469K -$211K -2,779 -31%
CWM
1170
Cranbrook Wealth Management
Michigan
$468K – – –
DCM
1171
Driehaus Capital Management
Illinois
$468K +$457K +6,033 New
BHWM
1172
Bar Harbor Wealth Management
New Hampshire
$468K -$17.6K -232 -4%
ACI
1173
Alpha Cubed Investments
California
$468K +$77.1K +1,018 +20%
FA
1174
FSA Advisors
Michigan
$468K -$227 -3 -0%
GWSG
1175
GPS Wealth Strategies Group
Colorado
$466K -$9.47K -125 -2%
45 46
47
48 49