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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
1201
Clear Investment Research
Georgia
$122K – – –
PP
1202
PrairieView Partners
Minnesota
$121K – – –
IFA
1203
Interactive Financial Advisors
Illinois
$120K – – –
CG
1204
Cutler Group
California
$120K +$70.7K +1,323 +147%
AW
1205
Avion Wealth
Texas
$117K – – –
NL
1206
NVWM LLC
Pennsylvania
$115K -$440K -8,230 -79%
MCM
1207
Manchester Capital Management
Vermont
$115K -$41.1K -769 -27%
PFBT
1208
Parkside Financial Bank & Trust
Missouri
$111K -$20.5K -383 -16%
TFO
1209
Tarbox Family Office
California
$111K – – –
CCM
1210
Chiron Capital Management
Florida
$111K +$109K +2,043 New
CCA
1211
Column Capital Advisors
Indiana
$109K – – –
MRCM
1212
M&R Capital Management
New Jersey
$105K – – –
PG
1213
Proffitt & Goodson
Tennessee
$104K – – –
SIM
1214
Sonora Investment Management
Arizona
$104K +$5.34K +100 +5%
FFA
1215
Founders Financial Alliance
North Carolina
$102K +$93.8K +1,755 New
SNT
1216
Security National Trust
West Virginia
$101K – – –
QCMC
1217
Quantum Capital Management (California)
California
$99K – – –
MHR
1218
Matthew Hamilton Rosenberg
$98K – – –
LFG
1219
LifePlan Financial Group
Ohio
$94K – – –
SCM
1220
Silvant Capital Management
Georgia
$94K – – –
HGWM
1221
Harvest Group Wealth Management
Massachusetts
$94K +$1.07K +20 +1%
WPA
1222
West Paces Advisors
Georgia
$93.1K -$4.28K -80 -4%
TFM
1223
TFC Financial Management
Massachusetts
$93K +$92K +1,722 New
GSWM
1224
Golden State Wealth Management
California
$91K -$601K -11,242 -87%
TC
1225
Trust Company
Kansas
$91K -$3.74K -70 -4%
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