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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1226
WMG Financial Advisors
Tennessee
$593K -$48.8K -535 -7%
CWM
1227
Cornerstone Wealth Management
Missouri
$593K +$150K +1,643 +32%
SCA
1228
Stokes Capital Advisors
South Carolina
$592K – – –
FFA
1229
First Foundation Advisors
California
$592K +$158K +1,729 +34%
PWPS
1230
Pinnacle Wealth Planning Services
Ohio
$590K -$2.74K -30 -0.4%
SHA
1231
Seneca House Advisors
Virginia
$588K +$615K +6,738 New
AGA
1232
Arkos Global Advisors
Texas
$586K -$26.1K -286 -4%
AF
1233
Arrow Financial
New York
$586K +$89K +975 +17%
VSQM
1234
V-Square Quantitative Management
Illinois
$585K +$612K +6,704 New
RIA
1235
Richwood Investment Advisors
Ohio
$584K -$57.1K -625 -9%
WAAG
1236
Wealth Alliance Advisory Group
Kansas
$584K -$17.4K -191 -3%
MW
1237
MBL Wealth
North Carolina
$583K -$12.1K -133 -2%
VFA
1238
Values First Advisors
Tennessee
$582K -$71.3K -781 -10%
DTC
1239
Davidson Trust Company
Washington
$581K -$35.7K -391 -6%
LFM
1240
LGT Fund Management
Liechtenstein
$580K – – –
SC
1241
Sepio Capital
Utah
$579K +$346K +3,791 +133%
CAM
1242
Cidel Asset Management
Ontario, Canada
$579K – – –
PP
1243
PDS Planning
Ohio
$577K +$42.6K +467 +8%
VHAM
1244
Van Hulzen Asset Management
California
$576K -$18.3K -200 -3%
GHA
1245
Good Harbor Advisors
Massachusetts
$576K +$603K +6,606 New
MCM
1246
Marathon Capital Management
Maryland
$576K +$603K +6,600 New
FB
1247
Finward Bancorp
Indiana
$574K -$9.13K -100 -1%
BFW
1248
Brady Family Wealth
Missouri
$574K – – –
CFG
1249
Cooper Financial Group
California
$573K -$42.2K -462 -7%
FHA
1250
Flagship Harbor Advisors
Massachusetts
$572K -$73.2K -802 -11%
48 49
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