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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Cordatus Wealth Management
Pennsylvania
$585K -$3.23K -36 -0.6%
MFWP
1227
Mosaic Family Wealth Partners
Missouri
$584K -$16.1K -179 -3%
TFS
1228
Thoroughbred Financial Services
Tennessee
$583K -$351K -3,903 -38%
JF
1229
Jump Financial
Illinois
$583K -$1.01M -11,233 -64%
SWA
1230
Strategies Wealth Advisors
Michigan
$582K +$180 +2 +0%
HR
1231
Howe & Rusling
New York
$581K +$14.1K +157 +3%
MWM
1232
Mindset Wealth Management
Indiana
$581K +$87K +969 +18%
MCP
1233
Mirador Capital Partners
California
$580K +$33.8K +376 +6%
BAM
1234
Broyhill Asset Management
North Carolina
$580K – – –
SWA
1235
SFMG Wealth Advisors
Texas
$579K -$37.6K -419 -6%
BWS
1236
BCR Wealth Strategies
Alabama
$577K +$629 +7 +0.1%
TTWM
1237
TCV Trust & Wealth Management
Virginia
$576K -$14K -156 -2%
3IP
1238
3Chopt Investment Partners
Virginia
$575K +$20.2K +225 +4%
APW
1239
Austin Private Wealth
Texas
$573K +$34.6K +385 +7%
HWA
1240
Heritage Wealth Advisors
Virginia
$572K +$11.2K +125 +2%
BFA
1241
Bill Few Associates
Pennsylvania
$572K -$8.71K -97 -2%
NPFS
1242
Novak & Powell Financial Services
Florida
$572K +$2.42K +27 +0.4%
PA
1243
PFW Advisors
Georgia
$569K +$7.72K +86 +1%
AWA
1244
Aaron Wealth Advisors
Illinois
$569K -$10.6K -118 -2%
SL
1245
Summitry LLC
California
$566K +$1.26K +14 +0.2%
FPL
1246
Fortress Private Ledger
North Carolina
$565K +$31.9K +355 +6%
CBB
1247
Citizens Business Bank
California
$564K -$13.9K -155 -2%
UCMOK
1248
United Capital Management of KS
Kansas
$563K +$12K +134 +2%
NP
1249
Nilsine Partners
Colorado
$560K -$16K -178 -3%
LC
1250
LCNB Corp
Ohio
$560K -$18K -200 -3%
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