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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWD
1326
Clarity Wealth Development
Oregon
$496K – – –
KWM
1327
Keebeck Wealth Management
Illinois
$496K +$26.1K +302 +6%
CWM
1328
Cornerstone Wealth Management
Missouri
$494K +$50K +578 +12%
TA
1329
TruWealth Advisors
Louisiana
$494K -$5.8K -67 -1%
WIC
1330
Willis Investment Counsel
Georgia
$493K +$156K +1,800 +50%
MWM
1331
Mindset Wealth Management
Indiana
$493K +$90.3K +1,043 +24%
SFWA
1332
Summit Financial Wealth Advisors
Louisiana
$492K -$13K -150 -3%
MAWA
1333
Moss Adams Wealth Advisors
Washington
$490K +$96.5K +1,115 +26%
JAA
1334
Joel Adams & Associates
North Carolina
$489K +$17.3K +200 +4%
CCG
1335
Cypress Capital Group
Florida
$487K -$44K -508 -9%
CPWA
1336
Cerro Pacific Wealth Advisors
California
$487K +$71.2K +822 +16%
CTA
1337
Colonial Trust Advisors
South Carolina
$486K +$38.4K +444 +9%
HIC
1338
Hartline Investment Corp
Illinois
$484K – – –
CCWM
1339
Correct Capital Wealth Management
Missouri
$483K – – –
DIP
1340
Davis Investment Partners
North Carolina
$482K +$87 +1 +0%
FNBTCON
1341
First National Bank & Trust Co of Newtown
Pennsylvania
$481K – – –
DA
1342
Drake & Associates
Wisconsin
$480K +$108K +1,251 +32%
UCB
1343
United Community Bank
South Carolina
$480K +$18.8K +217 +4%
CPRC
1344
Consolidated Portfolio Review Corp
New York
$479K +$451K +5,213 New
RPGK
1345
Retirement Planning Group (Kansas)
Kansas
$479K +$19.7K +228 +5%
FNBT
1346
FineMark National Bank & Trust
Florida
$479K +$43.3K +500 +11%
SPF
1347
South Plains Financial
Texas
$478K -$535K -6,180 -54%
EIA
1348
Eastover Investment Advisors
North Carolina
$477K – – –
SIC
1349
Sigma Investment Counselors
Michigan
$476K +$5.89K +68 +1%
CWC
1350
Carolinas Wealth Consulting
North Carolina
$476K +$3.55K +41 +0.8%
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