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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1326
Citizens Business Bank
California
$262K -$14.6K -210 -5%
SFA
1327
Semmax Financial Advisors
North Carolina
$261K +$269K +3,879 New
EHWM
1328
Eads & Heald Wealth Management
Georgia
$261K -$3.47K -50 -1%
LCM
1329
LCM Capital Management
Illinois
$261K +$69 +1 +0%
LA
1330
Lifeworks Advisors
Michigan
$260K +$279K +4,017 New
FA
1331
Fagan Associates
New York
$260K – – –
AR
1332
Advisory Research
Illinois
$260K +$278 +4 +0.1%
ASBI
1333
American State Bank (Iowa)
Iowa
$259K – – –
SSWM
1334
Smith Salley Wealth Management
North Carolina
$257K +$276K +3,975 New
AWM
1335
Altus Wealth Management
Kentucky
$257K – – –
HT
1336
Headlands Technologies
Illinois
$257K +$276K +3,971 New
VT
1337
Vise Technologies
New York
$256K -$43K -620 -14%
LOPW
1338
Live Oak Private Wealth
North Carolina
$255K – – –
BLAM
1339
Bourne Lent Asset Management
New York
$254K – – –
PFT
1340
Providence First Trust
Arizona
$253K – – –
AW
1341
Alaethes Wealth
Nevada
$253K – – –
AG
1342
Appleton Group
Wisconsin
$253K +$271K +3,904 New
BMO
1343
Beck Mack & Oliver
New York
$252K – – –
PAM
1344
Peak Asset Management
Colorado
$252K – – –
SIG
1345
Sargent Investment Group
Maryland
$252K +$63.6K +917 +31%
FCFC
1346
First Citizens Financial Corp
Iowa
$251K +$269K +3,882 New
AFM
1347
Armstrong Fleming & Moore
District of Columbia
$251K – – –
RIS
1348
Retirement Income Solutions
Michigan
$251K -$91.7K -1,321 -25%
WQ
1349
Wealth Quarterback
New Jersey
$250K +$7.77K +112 +3%
FAG
1350
Fortitude Advisory Group
Washington
$250K +$14.2K +204 +6%
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