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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1351
WMG Financial Advisors
Tennessee
$250K -$26K -374 -9%
WI
1352
Wedgewood Investors
Pennsylvania
$249K – – –
CWM
1353
Cabot Wealth Management
Massachusetts
$249K +$268K +3,855 New
FCA
1354
FLC Capital Advisors
California
$249K -$6.94K -100 -3%
TCA
1355
Transcend Capital Advisors
New Jersey
$248K +$2.71K +39 +1%
SPWG
1356
Syntegra Private Wealth Group
Missouri
$248K – – –
GAM
1357
GEM Asset Management
Michigan
$248K – – –
FA
1358
Fiduciary Alliance
South Carolina
$248K +$199K +2,861 +297%
FAM
1359
Frontier Asset Management
Wyoming
$247K – – –
P
1360
Pitcairn
Pennsylvania
$247K +$27.9K +402 +12%
SFC
1361
Strategic Financial Concepts
Texas
$246K +$264K +3,807 New
MIC
1362
Meridian Investment Counsel
California
$246K – – –
SEEDPG
1363
S.E.E.D. Planning Group
New York
$245K -$9.99K -144 -4%
AWM
1364
Aprio Wealth Management
Georgia
$243K +$261K +3,760 New
WIC
1365
Willis Investment Counsel
Georgia
$243K – – –
MWC
1366
MBM Wealth Consultants
Missouri
$243K +$15.1K +217 +6%
SHFP
1367
Second Half Financial Partners
Florida
$242K -$54.6K -787 -17%
STC
1368
Sarah T. Connolly
$242K -$70.1K -1,010 -21%
ACM
1369
Ardent Capital Management
Ohio
$242K – – –
WP
1370
WMS Partners
Maryland
$242K -$416 -6 -0.2%
ATWA
1371
Arbor Trust Wealth Advisors
Michigan
$241K – – –
KA
1372
Klingman & Associates
New York
$241K -$133K -1,915 -34%
PWM
1373
Palumbo Wealth Management
New York
$241K -$347 -5 -0.1%
WF
1374
Wayfinding Financial
Washington
$241K -$4.23K -61 -2%
SEC
1375
Seven Eight Capital
New York
$241K +$45.9K +661 +22%
53 54
55
56 57