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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1226
Thrive Wealth Management
Pennsylvania
$531K -$9.74K -111 -2%
GFG
1227
Goldstone Financial Group
Illinois
$531K +$41.1K +469 +8%
MHIC
1228
Marble Harbor Investment Counsel
Massachusetts
$530K – – –
AWP
1229
Atlas Wealth Partners
Pennsylvania
$529K +$30.7K +350 +6%
RS
1230
R Squared
Hong Kong
$528K +$563K +6,420 New
MFWP
1231
Mosaic Family Wealth Partners
Missouri
$527K -$9.74K -111 -2%
HWA
1232
Heritage Wealth Advisors
Virginia
$521K +$13.4K +153 +2%
BAM
1233
Broyhill Asset Management
North Carolina
$520K +$554K +6,317 New
MIM
1234
Moseley Investment Management
Florida
$518K +$1.67K +19 +0.3%
AC
1235
Avestar Capital
New York
$518K +$51.4K +586 +10%
TTWM
1236
TCV Trust & Wealth Management
Virginia
$518K – – –
GM
1237
GeoWealth Management
Illinois
$517K -$130K -1,479 -19%
OFG
1238
OmniStar Financial Group
North Carolina
$516K +$272K +3,100 +98%
NRD
1239
Nebula Research & Development
New York
$515K +$549K +6,254 New
BOJHT
1240
Bank of Jackson Hole Trust
Wyoming
$513K +$547K +6,236 New
EGWAG
1241
Elwood & Goetz Wealth Advisory Group
Georgia
$511K +$30.9K +352 +6%
EWA
1242
Elevate Wealth Advisory
Georgia
$510K +$10.8K +123 +2%
PWM
1243
Partners Wealth Management
California
$510K +$544K +6,200 New
NPFS
1244
Novak & Powell Financial Services
Florida
$510K -$109K -1,238 -17%
NP
1245
Nilsine Partners
Colorado
$507K +$33.3K +380 +7%
SWA
1246
SFMG Wealth Advisors
Texas
$507K – – –
CWM
1247
Cordatus Wealth Management
Pennsylvania
$506K +$23K +262 +4%
CBB
1248
Citizens Business Bank
California
$506K -$336K -3,827 -63%
RIP
1249
Reliant Investment Partners
North Carolina
$503K +$536K +6,115 New
HR
1250
Howe & Rusling
New York
$503K -$97.9K -1,116 -15%
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