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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1151
Geometric Wealth Advisors
District of Columbia
$790K +$15.1K +163 +2%
GC
1152
Gilbert & Cook
Iowa
$785K +$6.66K +72 +0.9%
NG
1153
Norden Group
Utah
$784K -$27.9K -302 -4%
MFWP
1154
Mosaic Family Wealth Partners
Missouri
$782K +$93 +1 +0%
CAM
1155
Cidel Asset Management
Ontario, Canada
$782K +$135K +1,464 +22%
BOJHT
1156
Bank of Jackson Hole Trust
Wyoming
$782K +$45.8K +495 +7%
GCM
1157
Gables Capital Management
Florida
$781K -$46.3K -500 -6%
BSSFA
1158
Baron Silver Stevens Financial Advisors
Florida
$780K +$748K +8,085 New
CWP
1159
Cyndeo Wealth Partners
Florida
$777K -$3.79K -41 -0.5%
GCP
1160
GSA Capital Partners
United Kingdom
$777K +$744K +8,048 New
MEAC
1161
M.E. Allison & Co
Texas
$772K – – –
SP
1162
Successful Portfolios
Florida
$771K -$113K -1,221 -13%
OL
1163
one8zero8 LLC
North Carolina
$770K +$740 +8 +0.1%
CBB
1164
Citizens Business Bank
California
$769K -$1.2K -13 -0.2%
PFA
1165
Pure Financial Advisors
California
$768K +$155K +1,677 +27%
AWP
1166
Atlas Wealth Partners
Pennsylvania
$768K +$39.8K +430 +6%
AWE
1167
Avidian Wealth Enterprises
Texas
$767K +$242K +2,617 +49%
VSQM
1168
V-Square Quantitative Management
Illinois
$761K +$109K +1,178 +18%
ACM
1169
Allred Capital Management
Texas
$760K +$2.4K +26 +0.3%
KMWM
1170
Keudell/Morrison Wealth Management
Oregon
$757K -$185 -2 -0%
SF
1171
SageOak Financial
Oklahoma
$757K – – –
BP
1172
Ballentine Partners
Massachusetts
$757K +$68.5K +740 +10%
CWMA
1173
Capstone Wealth Management (Alabama)
Alabama
$757K +$3.79K +41 +0.5%
PG
1174
Patten Group
Tennessee
$756K +$9.71K +105 +1%
BRWM
1175
Blue Rock Wealth Management
North Carolina
$754K – – –
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