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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1326
Paragon Private Wealth Management
Kentucky
$500K -$30.4K -333 -5%
SFG
1327
SevenBridge Financial Group
Pennsylvania
$498K -$110K -1,200 -18%
CT
1328
Chicago Trust
Illinois
$497K -$42.9K -470 -8%
VIPI
1329
Vista Investment Partners II
Indiana
$494K +$91 +1 +0%
KFA
1330
Kapstone Financial Advisors
Ohio
$494K – – –
KIA
1331
Knollwood Investment Advisory
Maryland
$494K – – –
FOFP
1332
Fee-Only Financial Planning
South Carolina
$493K – – –
LC
1333
LCNB Corp
Ohio
$491K – – –
IEFM
1334
IQ EQ Fund Management
Ireland
$491K – – –
TDB
1335
Thompson David Blair
$490K +$513K +5,620 New
AAG
1336
Armstrong Advisory Group
Massachusetts
$489K -$15.2K -166 -3%
HPBT
1337
Hickory Point Bank & Trust
Illinois
$489K +$6.85K +75 +1%
DWM
1338
Dogwood Wealth Management
Kansas
$487K -$182K -1,989 -26%
TSS
1339
Two Sigma Securities
New York
$485K -$472K -5,168 -48%
SFWA
1340
Summit Financial Wealth Advisors
Louisiana
$485K +$20.8K +228 +4%
M
1341
MOTCO
Texas
$484K – – –
JSW
1342
Journey Strategic Wealth
New Jersey
$484K -$481K -5,266 -49%
BCM
1343
Bienville Capital Management
New York
$482K +$3.93K +43 +0.8%
LAM
1344
L2 Asset Management
Massachusetts
$481K +$34.1K +373 +7%
SWA
1345
Stratos Wealth Advisors
Ohio
$481K -$3.83K -42 -0.8%
IC
1346
Inscription Capital
Texas
$480K +$25.5K +279 +5%
HHCP
1347
Hilton Head Capital Partners
South Carolina
$479K +$502K +5,497 New
CC
1348
Clearwave Capital
California
$478K +$500K +5,482 New
BHWM
1349
Bar Harbor Wealth Management
New Hampshire
$476K – – –
SWGC
1350
Summit Wealth Group (Colorado)
Colorado
$476K +$498K +5,457 New
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