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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1401
Fjell Capital
North Dakota
$440K +$80.8K +885 +21%
WC
1402
Wynn Capital
Georgia
$438K – – –
CFIA
1403
Cantor Fitzgerald Investment Advisors
New York
$436K – – –
HFM
1404
Hartford Financial Management
Connecticut
$436K – – –
RC
1405
Rithm Capital
New York
$436K – – –
WWM
1406
Walser Wealth Management
Florida
$436K +$456K +4,995 New
LFA
1407
Legacy Financial Advisors
Kentucky
$435K -$69.9K -766 -13%
PWM
1408
Partners Wealth Management
California
$435K -$50.2K -550 -10%
RC
1409
Resolute Capital
South Carolina
$434K +$455K +4,983 New
SWM
1410
Shepherd Wealth Management
Ohio
$434K – – –
VC
1411
Veracity Capital
Georgia
$433K +$3.56K +39 +0.8%
RWP
1412
RWA Wealth Partners
Massachusetts
$432K +$31.5K +345 +7%
PIM
1413
Penobscot Investment Management
Massachusetts
$430K – – –
BONH
1414
Bank of New Hampshire
New Hampshire
$430K – – –
BA
1415
Bridgewater Advisors
New York
$430K -$20.4K -223 -4%
LDB
1416
Lee, Danner & Bass
Tennessee
$429K – – –
BFA
1417
Bill Few Associates
Pennsylvania
$428K -$56.6K -620 -11%
PFG
1418
Prosperity Financial Group
California
$428K -$22.3K -244 -5%
AAS
1419
AdviceOne Advisory Services
Connecticut
$427K – – –
FC
1420
Fusion Capital
South Carolina
$427K +$1.1K +12 +0.2%
SW
1421
SteelPeak Wealth
California
$426K -$34.8K -381 -7%
MWA
1422
Midland Wealth Advisors
Illinois
$425K -$109K -1,198 -20%
MGAM
1423
McGowan Group Asset Management
Texas
$425K +$2.65K +29 +0.6%
FBB
1424
Fulton Breakefield Broenniman
Maryland
$424K – – –
WFAG
1425
Worth Financial Advisory Group
North Carolina
$423K -$118K -1,297 -21%
55 56
57
58 59