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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
1326
Novak & Powell Financial Services
Florida
$572K – – –
LAM
1327
L2 Asset Management
Massachusetts
$571K +$37K +400 +7%
RWI
1328
Red Wave Investments
Pennsylvania
$570K -$1.76K -19 -0.3%
SC
1329
Schulhoff & Co
Ohio
$567K – – –
FOFP
1330
Fee-Only Financial Planning
South Carolina
$566K +$20.2K +218 +4%
OFS
1331
OMC Financial Services
New York
$566K – – –
MWM
1332
Maridea Wealth Management
New York
$565K +$214K +2,312 +65%
ARA
1333
Approach Retirement Advisors
Alabama
$565K +$46.8K +506 +9%
VFP
1334
Verus Financial Partners
Virginia
$565K – – –
OIC
1335
Orion Investment Company
Missouri
$564K – – –
CSI
1336
Cross Staff Investments
New York
$563K – – –
TFA
1337
Trinity Financial Advisors
Ohio
$563K -$10.7K -116 -2%
BA
1338
Ballew Advisors
Mississippi
$561K +$185 +2 +0%
CCS
1339
Concentric Capital Strategies
Connecticut
$560K +$537K +5,805 New
DI
1340
Diligent Investors
California
$558K -$13.6K -147 -2%
TCA
1341
Transcend Capital Advisors
New Jersey
$557K +$204K +2,206 +62%
WFA
1342
Websterrogers Financial Advisors
South Carolina
$557K +$533K +5,766 New
6SA
1343
6th Street Advisors
Alabama
$555K +$531K +5,745 New
RCM
1344
Requisite Capital Management
Texas
$554K -$11.8K -128 -2%
ORC
1345
O'Rourke & Company
Massachusetts
$554K +$463 +5 +0.1%
FDS
1346
First Dallas Securities
Texas
$554K -$5.55K -60 -1%
LFA
1347
Legacy Financial Advisors
Kentucky
$553K +$68.5K +741 +15%
IRC
1348
Investors Research Corp
Georgia
$553K – – –
GIA
1349
Gateway Investment Advisers
Ohio
$551K +$247K +2,670 +88%
TA
1350
TruWealth Advisors
Louisiana
$551K -$10.1K -109 -2%
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