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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1351
Lindbrook Capital
California
$44K – – –
APWM
1352
Atlas Private Wealth Management
New York
$44K +$42.8K +690 New
TCWM
1353
Total Clarity Wealth Management
Illinois
$43K +$41.5K +669 New
BRC
1354
Bell Rock Capital
Delaware
$42K +$248 +4 +0.6%
SSWG
1355
Seven Springs Wealth Group
Tennessee
$40K +$38.7K +625 New
CIA
1356
Cascade Investment Advisors
Oregon
$38.2K – – –
SMFS
1357
Squar Milner Financial Services
California
$37K +$36.3K +585 New
AW
1358
Alpha Windward
Massachusetts
$36K +$35K +564 New
KWM
1359
Keebeck Wealth Management
Illinois
$36K +$35.1K +567 New
EWM
1360
Endurance Wealth Management
Rhode Island
$34K – – –
MWA
1361
Moser Wealth Advisors
Washington
$34K +$33.3K +537 New
SL
1362
Salomon & Ludwin
Virginia
$33K – – –
CWA
1363
Carolina Wealth Advisors
South Carolina
$32K +$31.1K +502 New
IUHSA
1364
Itau Unibanco Holding S.A.
Brazil
$32K +$31.5K +509 New
SIAP
1365
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K – – –
SCA
1366
Stuart Chaussee & Associates
California
$31K – – –
EWP
1367
Engrave Wealth Partners
Texas
$31K +$31.1K +502 New
MFT
1368
Moisand Fitzgerald Tamayo
Florida
$30K – – –
GAM
1369
Gemmer Asset Management
California
$29K – – –
LWA
1370
Lenox Wealth Advisors
New York
$28K +$1.24K +20 +5%
VNA
1371
Valley National Advisers
Pennsylvania
$28K +$9.11K +147 +49%
IAS
1372
IMA Advisory Services
Colorado
$27K – – –
MWP
1373
Meridian Wealth Partners
Pennsylvania
$26K +$25.6K +413 New
FMB
1374
Field & Main Bank
Kentucky
$25K -$6.2K -100 -20%
CI
1375
CX Institutional
Indiana
$25K -$2.85K -46 -10%
53 54
55
56 57