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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1401
Mercer Capital Advisers
New Jersey
$13K – – –
PWP
1402
Personal Wealth Partners
Minnesota
$13K – – –
TFGT
1403
TS Financial Group (TSFG)
Illinois
$13K – – –
SQA
1404
Simon Quick Advisors
New Jersey
$13K +$12.6K +204 New
FRA
1405
Front Row Advisors
California
$12K – – –
RTC
1406
Riverview Trust Company
Washington
$12K – – –
WCG
1407
Weaver Consulting Group
California
$12K – – –
BCM
1408
Bourgeon Capital Management
Connecticut
$11K – – –
MWC
1409
MBM Wealth Consultants
Missouri
$11K – – –
PK
1410
Pflug Koory
Nebraska
$11K – – –
EWA
1411
Evolution Wealth Advisors
Florida
$11K +$10.3K +166 New
SL
1412
Savior LLC
Massachusetts
$11K +$10.5K +169 New
PC
1413
Permanens Capital
New York
$11K +$10.5K +170 New
LWM
1414
Lionsbridge Wealth Management
Florida
$11K +$11.8K +190 New
GIC
1415
Gantzert Investment Company
Illinois
$10K -$3.1K -50 -25%
FWM
1416
Filbrandt Wealth Management
Wisconsin
$10K +$9.73K +157 New
TCM
1417
TD Capital Management
Tennessee
$9K – – –
CB
1418
CNB Bank
Pennsylvania
$8K – – –
PWMG
1419
Prestige Wealth Management Group
New Jersey
$8K – – –
SGAM
1420
Smith Group Asset Management
Texas
$8K – – –
TVWM
1421
Tower View Wealth Management
Wisconsin
$8K +$62 +1 +0.8%
CP
1422
Corbenic Partners
Pennsylvania
$8K +$7.44K +120 New
LPWM
1423
Lake Point Wealth Management
Texas
$7K +$6.75K +109 New
RCA
1424
Ranch Capital Advisors
Florida
$6K -$501K -8,081 -99%
MCM
1425
MV Capital Management
Maryland
$6K -$4.09K -66 -40%
55 56
57
58 59