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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Stokes Capital Advisors
South Carolina
$559K – – –
TWM
1202
Tradition Wealth Management
Minnesota
$559K +$19.7K +224 +3%
WF
1203
Welch & Forbes
Massachusetts
$558K +$14.1K +161 +2%
RWA
1204
River Wealth Advisors
Pennsylvania
$558K +$1.84K +21 +0.3%
VHAM
1205
Van Hulzen Asset Management
California
$557K – – –
LSAG
1206
Lake Street Advisors Group
New Hampshire
$557K +$16.7K +190 +3%
FHA
1207
Flagship Harbor Advisors
Massachusetts
$557K +$105K +1,196 +21%
NAM
1208
NorthCrest Asset Manangement
Minnesota
$555K +$55.2K +629 +10%
TBA
1209
Tower Bridge Advisors
Pennsylvania
$555K +$592K +6,744 New
SAF
1210
Smith Anglin Financial
Texas
$555K +$197K +2,241 +50%
BWG
1211
Beta Wealth Group
California
$553K +$9.04K +103 +2%
NCM
1212
Novare Capital Management
North Carolina
$550K +$13.7K +156 +2%
BIG
1213
Builder Investment Group
Georgia
$548K -$5.88K -67 -1%
VFA
1214
Values First Advisors
Tennessee
$547K +$266K +3,029 +84%
BFW
1215
Brady Family Wealth
Missouri
$542K – – –
PIA
1216
Pinion Investment Advisors
Kansas
$540K +$4.04K +46 +0.7%
NRI
1217
NFP Retirement Inc
California
$539K +$1.58K +18 +0.3%
CWP
1218
Cyndeo Wealth Partners
Florida
$538K +$1.67K +19 +0.3%
CGL
1219
Clarius Group LLC
Washington
$538K +$1.14K +13 +0.2%
BWS
1220
BCR Wealth Strategies
Alabama
$538K +$10.4K +118 +2%
LBC
1221
Lowe Brockenbrough & Co
Virginia
$537K -$43.9K -500 -7%
ECM
1222
Evergreen Capital Management
Washington
$536K +$2.02K +23 +0.4%
HCP
1223
Hexagon Capital Partners
Arkansas
$536K -$20.2K -230 -3%
CL
1224
CVFG LLC
Indiana
$535K +$570K +6,500 New
PFG
1225
Prosperity Financial Group
California
$532K +$2.63K +30 +0.5%
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