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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1326
Wilkins Investment Counsel
Massachusetts
$496K – – –
CWD
1327
Clarity Wealth Development
Oregon
$496K – – –
PWAM
1328
Pinnacle West Asset Management
Wyoming
$495K -$898 -10 -0.2%
APC
1329
Asset Planning Corporation
Tennessee
$495K -$166K -1,845 -26%
MW
1330
MBL Wealth
North Carolina
$494K +$28.3K +315 +6%
TA
1331
TruWealth Advisors
Louisiana
$493K -$90 -1 -0%
CAM
1332
Cozad Asset Management
Illinois
$491K +$18K +200 +4%
EE
1333
EWG Elevate
California
$488K +$58.3K +649 +14%
TCM
1334
Tributary Capital Management
Nebraska
$488K -$8.98K -100 -2%
DWM
1335
Drive Wealth Management
Utah
$488K +$61.8K +688 +15%
PFA
1336
Pure Financial Advisors
California
$486K +$195K +2,170 +69%
VR
1337
Valued Retirements
Texas
$485K +$36.8K +410 +8%
CA
1338
Cornerstone Advisory
Maryland
$485K +$6.74K +75 +1%
BDL
1339
Bey-Douglas LLC
Georgia
$484K +$75.7K +843 +19%
HIC
1340
Hartline Investment Corp
Illinois
$483K – – –
CCWM
1341
Correct Capital Wealth Management
Missouri
$482K – – –
PA
1342
PSI Advisors
Florida
$482K -$13.5K -150 -3%
PFG
1343
Prosperity Financial Group
California
$482K -$111K -1,240 -19%
FNBTCON
1344
First National Bank & Trust Co of Newtown
Pennsylvania
$481K – – –
LJAC
1345
L.J. Altfest & Co
New York
$480K +$7.72K +86 +2%
SFWA
1346
Summit Financial Wealth Advisors
Louisiana
$477K -$13.5K -150 -3%
EIA
1347
Eastover Investment Advisors
North Carolina
$476K – – –
PWMG
1348
Pinnacle Wealth Management Group
Michigan
$476K -$21.6K -240 -4%
IA
1349
Integrity Alliance
Iowa
$476K -$593K -6,604 -56%
RPGK
1350
Retirement Planning Group (Kansas)
Kansas
$475K -$2.87K -32 -0.6%
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