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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1176
Private Wealth Asset Management
Iowa
$763K +$403K +4,285 +116%
SP
1177
Successful Portfolios
Florida
$761K – – –
SL
1178
Summitry LLC
California
$759K +$28K +297 +4%
7WCP
1179
71 West Capital Partners
Massachusetts
$758K +$209K +2,224 +39%
ACM
1180
Allred Capital Management
Texas
$754K +$847 +9 +0.1%
CWMA
1181
Capstone Wealth Management (Alabama)
Alabama
$753K +$2.64K +28 +0.4%
SF
1182
SageOak Financial
Oklahoma
$751K – – –
IB
1183
Intrust Bank
Kansas
$749K -$53.5K -568 -7%
AWP
1184
Atlas Wealth Partners
Pennsylvania
$747K -$14.1K -150 -2%
RWP
1185
RWA Wealth Partners
Massachusetts
$747K +$15.5K +165 +2%
CAC
1186
Certified Advisory Corp
Florida
$745K -$100K -1,067 -12%
HP
1187
Holistic Planning
Texas
$742K +$14.4K +153 +2%
DBFM
1188
Dickmeyer Boyce Financial Management
Indiana
$741K +$471 +5 +0.1%
RGC
1189
Roberts, Glore & Co
Illinois
$740K – – –
EW
1190
Element Wealth
Mississippi
$739K -$3.86K -41 -0.5%
PA
1191
Probity Advisors
Texas
$738K -$74K -786 -9%
KMWM
1192
Keudell/Morrison Wealth Management
Oregon
$737K -$14.1K -150 -2%
CWM
1193
Cornerstone Wealth Management
Missouri
$735K +$1.79K +19 +0.2%
WA
1194
Wealth Alliance
New York
$735K -$1.6K -17 -0.2%
GAMC
1195
Garner Asset Management Corp
Texas
$734K +$4.52K +48 +0.6%
AIC
1196
Archer Investment Corporation
Indiana
$733K – – –
NAG
1197
Northstar Advisory Group
New Jersey
$733K +$471 +5 +0.1%
MAM
1198
McLean Asset Management
Virginia
$731K -$4.71K -50 -0.6%
PCMF
1199
Private Capital Management (Florida)
Florida
$729K – – –
BAM
1200
Beaumont Asset Management
Texas
$725K -$2.82K -30 -0.4%
46 47
48
49 50