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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1251
Washington Trust
Rhode Island
$310K -$4.47K -66 -2%
HIC
1252
Hartline Investment Corp
Illinois
$310K – – –
SCP
1253
Shorepoint Capital Partners
Massachusetts
$310K – – –
WW
1254
Waterfront Wealth
Kansas
$310K +$277K +4,086 New
CWM
1255
Chesapeake Wealth Management
Virginia
$310K +$289K +4,273 New
CC
1256
Courier Capital
New York
$306K -$11.2K -166 -4%
JAG
1257
Journey Advisory Group
Kentucky
$306K +$286K +4,223 New
TIM
1258
Thompson Investment Management
Wisconsin
$305K -$1.49K -22 -0.5%
EHWM
1259
Eads & Heald Wealth Management
Georgia
$305K – – –
MIC
1260
Meridian Investment Counsel
California
$305K – – –
KWMG
1261
King Wealth Management Group
Florida
$305K +$67.7K +1,000 +31%
AT
1262
American Trust
Kentucky
$304K -$26.9K -397 -9%
FMWA
1263
Forvis Mazars Wealth Advisors
Missouri
$304K +$23.2K +343 +9%
AWM
1264
Altus Wealth Management
Kentucky
$303K -$14.9K -220 -5%
ISWM
1265
Independent Solutions Wealth Management
New York
$303K +$23.3K +344 +9%
NF
1266
Norwood Financial
Pennsylvania
$302K – – –
DIP
1267
DT Investment Partners
Pennsylvania
$302K +$282K +4,160 New
TWC
1268
TD Waterhouse Canada
Ontario, Canada
$301K -$2.32M -34,300 -90%
MFC
1269
Morris Financial Concepts
South Carolina
$301K -$2.78K -41 -1%
BOPW
1270
Brandywine Oak Private Wealth
Pennsylvania
$301K – – –
SEP
1271
Southland Equity Partners
Missouri
$300K +$17.6K +260 +7%
SW
1272
SteelPeak Wealth
California
$300K -$415K -6,123 -60%
APG
1273
Abacus Planning Group
South Carolina
$300K – – –
9WM
1274
9258 Wealth Management
Ohio
$300K +$36K +532 +15%
AA
1275
Advisory Alpha
Michigan
$299K -$480K -7,090 -63%
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