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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
1301
Charles Schwab Trust
Nevada
$259K – – –
SEEDPG
1302
S.E.E.D. Planning Group
New York
$259K +$191 +3 +0.1%
SWA
1303
Sutton Wealth Advisors
Florida
$256K – – –
SIMG
1304
Sonora Investment Management Group
Arizona
$256K +$238K +3,739 New
WP
1305
WealthPLAN Partners
Nebraska
$255K +$3.57K +56 +2%
UWM
1306
USAdvisors Wealth Management
Minnesota
$255K +$23.1K +363 +11%
NFG
1307
Nadler Financial Group
Illinois
$254K – – –
BWS
1308
BCR Wealth Strategies
Alabama
$254K +$236K +3,703 New
BS
1309
Boenning & Scattergood
Pennsylvania
$253K -$4.46K -70 -2%
SCM
1310
Southport Capital Management
Tennessee
$253K +$235K +3,693 New
GG
1311
Greenwood Gearhart
Arkansas
$252K -$1.4M -22,012 -86%
FAG
1312
Fortitude Advisory Group
Washington
$252K +$234K +3,668 New
RSWM
1313
Robertson Stephens Wealth Management
California
$251K +$3.31K +52 +1%
MPM
1314
MBB Public Markets
Illinois
$251K +$233K +3,661 New
SIC
1315
Shoker Investment Counsel
Ohio
$250K +$1.02K +16 +0.4%
OWA
1316
Octavia Wealth Advisors
Ohio
$250K +$13.3K +208 +6%
TA
1317
TruWealth Advisors
Louisiana
$249K +$128 +2 +0.1%
SIC
1318
Samalin Investment Counsel
New York
$248K +$510 +8 +0.2%
BSB
1319
Bangor Savings Bank
Maine
$247K -$6.38K -100 -3%
ZIG
1320
Zullo Investment Group
Pennsylvania
$247K +$230K +3,606 New
9WM
1321
9258 Wealth Management
Ohio
$247K +$230K +3,608 New
SC
1322
Stephens Consulting
Michigan
$245K +$228K +3,579 New
ATWA
1323
Arbor Trust Wealth Advisors
Michigan
$245K – – –
GWM
1324
Gray Wealth Management
Maine
$245K +$255 +4 +0.1%
GAM
1325
Gotham Asset Management
New York
$243K -$438K -6,869 -66%
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