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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1401
Janiczek Wealth Management
Colorado
$225K – – –
OWA
1402
Octavia Wealth Advisors
Ohio
$225K +$5.25K +78 +2%
AC
1403
Allstate Corporation
Illinois
$225K -$4.2M -62,381 -95%
BWM
1404
Baystate Wealth Management
Massachusetts
$224K +$30.4K +451 +16%
SSA
1405
Schonfeld Strategic Advisors
New York
$224K -$1.93M -28,679 -90%
ZIG
1406
Zullo Investment Group
Pennsylvania
$224K -$4.51K -67 -2%
CRI
1407
Colonial River Investments
Virginia
$224K -$10.2K -151 -4%
WAM
1408
WealthTrust Asset Management
Florida
$223K -$4.98K -74 -2%
LC
1409
Lindbrook Capital
California
$222K +$70.5K +1,047 +49%
BWM
1410
Biltmore Wealth Management
Arizona
$221K +$202 +3 +0.1%
ISWM
1411
Independent Solutions Wealth Management
New York
$220K -$32.7K -485 -13%
TCM
1412
Tufton Capital Management
Maryland
$220K -$6.53K -97 -3%
BONST
1413
Bank of Nova Scotia Trust
Ontario, Canada
$220K – – –
VFA
1414
Voya Financial Advisors
Connecticut
$220K +$16.4K +244 +8%
CP
1415
Coho Partners
Pennsylvania
$218K – – –
NWM
1416
Northcape Wealth Management
New York
$218K +$211K +3,139 New
NSAM
1417
North Star Asset Management
Wisconsin
$218K -$6.8K -101 -3%
CWM
1418
Congress Wealth Management
Massachusetts
$217K +$12.7K +188 +6%
SWP
1419
Summit Wealth Partners
Florida
$217K – – –
BFA
1420
Brendel Financial Advisors
New Hampshire
$216K +$209K +3,100 New
BWA
1421
BDO Wealth Advisors
Florida
$216K +$178K +2,651 +589%
HA
1422
HC Advisors
Georgia
$214K +$207K +3,075 New
WC
1423
Waterloo Capital
Texas
$213K +$206K +3,065 New
M
1424
MOTCO
Texas
$213K – – –
YIA
1425
YHB Investment Advisors
Connecticut
$212K -$51.5K -765 -20%
55 56
57
58 59