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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1276
Mindset Wealth Management
Indiana
$552K +$183 +2 +0%
BWG
1277
Beta Wealth Group
California
$551K -$18K -197 -3%
LW
1278
Linscomb Wealth
Texas
$551K -$174K -1,908 -23%
BAM
1279
Broyhill Asset Management
North Carolina
$551K – – –
PFA
1280
Pure Financial Advisors
California
$548K -$6.57K -72 -1%
UCMOK
1281
United Capital Management of KS
Kansas
$547K +$7.03K +77 +1%
CRC
1282
Curi RMB Capital
Illinois
$545K +$117K +1,280 +26%
SWA
1283
SFMG Wealth Advisors
Texas
$544K +$6.03K +66 +1%
3IP
1284
3Chopt Investment Partners
Virginia
$544K -$2.01K -22 -0.4%
HWA
1285
Heritage Wealth Advisors
Virginia
$543K – – –
MCP
1286
Mirador Capital Partners
California
$542K -$1.37K -15 -0.2%
ZWA
1287
Zinnia Wealth Advisory
Florida
$540K +$566K +6,196 New
CWM
1288
Cranbrook Wealth Management
Michigan
$539K -$29.5K -323 -5%
CA
1289
Calton & Associates
Florida
$539K +$71.8K +786 +15%
SGI
1290
Summit Global Investments
Utah
$539K +$564K +6,183 New
NP
1291
Nilsine Partners
Colorado
$531K +$22.7K +249 +4%
LFS
1292
Legacy Financial Strategies
Kansas
$529K -$18K -197 -3%
CI
1293
Conning Inc
Connecticut
$529K -$83.3K -912 -13%
TFS
1294
Thoroughbred Financial Services
Tennessee
$528K -$27.3K -299 -5%
ZCP
1295
Z3 Capital Partners
Virginia
$528K +$553K +6,052 New
SSC
1296
Syverson Strege & Co
Iowa
$527K -$3.74K -41 -0.7%
MW
1297
Maia Wealth
Colorado
$526K +$52.7K +577 +11%
PA
1298
PFW Advisors
Georgia
$526K -$15.4K -169 -3%
IP
1299
Integras Partners
Georgia
$525K – – –
VFP
1300
Verus Financial Partners
Virginia
$525K – – –
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