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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1401
Maia Wealth
Colorado
$464K +$195K +2,088 +69%
LIG
1402
Lokken Investment Group
Delaware
$462K +$16.4K +176 +4%
NRI
1403
NFP Retirement Inc
California
$462K -$24.2K -259 -5%
RA
1404
Rise Advisors
New York
$462K -$7.75K -83 -2%
RCM
1405
RB Capital Management
Nevada
$461K +$25K +268 +6%
FBB
1406
Fulton Breakefield Broenniman
Maryland
$461K +$31.1K +333 +7%
CGH
1407
CMG Global Holdings
Texas
$460K -$4.67K -50 -1%
FC
1408
Fusion Capital
South Carolina
$460K -$6.16K -66 -1%
MGAM
1409
McGowan Group Asset Management
Texas
$459K +$7.93K +85 +2%
MHR
1410
Matthew Hamilton Rosenberg
$457K +$4.85K +52 +1%
CF
1411
Claris Financial
Virginia
$457K +$47.1K +504 +12%
CAS
1412
Coppell Advisory Solutions
Texas
$456K +$11.5K +123 +3%
LCM
1413
LVM Capital Management
Michigan
$456K +$449K +4,807 New
SIC
1414
Sigma Investment Counselors
Michigan
$456K -$30.1K -322 -6%
CIM
1415
CIM Investment Management
Pennsylvania
$455K -$4.29K -46 -0.9%
SAM
1416
Seelaus Asset Management
New Jersey
$454K +$26.1K +280 +6%
NFG
1417
Nadler Financial Group
Illinois
$453K – – –
DA
1418
Drake & Associates
Wisconsin
$452K -$99.7K -1,068 -18%
RWS
1419
Resolute Wealth Strategies
Mississippi
$450K +$373 +4 +0.1%
SWM
1420
Shepherd Wealth Management
Ohio
$447K – – –
GI
1421
Gradient Investments
Minnesota
$447K +$180K +1,928 +69%
SWAG
1422
Spectrum Wealth Advisory Group
California
$446K +$37.9K +406 +9%
MWM
1423
Manske Wealth Management
Texas
$446K -$15.9K -170 -3%
BRM
1424
Boston Research & Management
Massachusetts
$446K – – –
FAT
1425
First American Trust
California
$446K +$146K +1,565 +50%
55 56
57
58 59