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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1251
Wealth Management Associates
New Jersey
$296K +$37.9K +546 +14%
OBGC
1252
O'Brien Greene & Co
Pennsylvania
$296K – – –
CA
1253
Cornerstone Advisory
Maryland
$295K +$6.25K +90 +2%
TFA
1254
Triad Financial Advisors
North Carolina
$295K +$1.94K +28 +0.6%
9WM
1255
9258 Wealth Management
Ohio
$295K -$30.3K -436 -9%
HIP
1256
HUB Investment Partners
Texas
$295K -$3.26K -47 -1%
HFAS
1257
Hummer Financial Advisory Services
Illinois
$294K – – –
OHWA
1258
Oak Hill Wealth Advisors
Virginia
$294K – – –
AA
1259
Advisory Alpha
Michigan
$293K +$18.3K +263 +6%
IFWM
1260
Institute for Wealth Management
Colorado
$293K – – –
BFC
1261
Bedel Financial Consulting
Indiana
$293K – – –
EE
1262
EWG Elevate
California
$293K +$314K +4,520 New
SAF
1263
Smith Anglin Financial
Texas
$292K +$347 +5 +0.1%
SAM
1264
Seelaus Asset Management
New Jersey
$292K – – –
LFA
1265
Legacy Financial Advisors
Kentucky
$292K +$15.4K +222 +5%
PFWA
1266
Paces Ferry Wealth Advisors
Georgia
$291K -$24K -346 -7%
CFG
1267
Cooper Financial Group
California
$291K -$337K -4,849 -52%
CICI
1268
Capital Investment Counsel Inc
North Carolina
$291K – – –
FMP
1269
Financial Management Professionals
Texas
$291K +$416 +6 +0.1%
KFP
1270
KMG Fiduciary Partners
Ohio
$291K -$244K -3,509 -44%
SMA
1271
Sage Mountain Advisors
Georgia
$289K +$4.3K +62 +1%
RVPG
1272
Relative Value Partners Group
$288K +$34.4K +495 +13%
RRA
1273
Round Rock Advisors
Connecticut
$288K – – –
BFIM
1274
Beese Fulmer Investment Management
Ohio
$287K – – –
NFSG
1275
Newbridge Financial Services Group
Florida
$287K +$1.32K +19 +0.4%
49 50
51
52 53