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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1426
Valued Retirements
Texas
$479K -$40.4K -429 -8%
CCWM
1427
Correct Capital Wealth Management
Missouri
$479K – – –
HFM
1428
Hartford Financial Management
Connecticut
$479K – – –
BIM
1429
Bridges Investment Management
Nebraska
$478K – – –
TWP
1430
Triad Wealth Partners
Kansas
$478K -$493K -5,235 -50%
ACM
1431
Alessandra Capital Management
California
$477K -$47.1K -500 -9%
LCM
1432
LVM Capital Management
Michigan
$476K – – –
WC
1433
Wynn Capital
Georgia
$476K +$5.18K +55 +1%
CFM
1434
Compass Financial Management
Florida
$475K +$474K +5,033 New
CNB
1435
Camden National Bank
Maine
$473K +$465K +4,944 New
SW
1436
SteelPeak Wealth
California
$473K -$7.81K -83 -2%
PIM
1437
Penobscot Investment Management
Massachusetts
$472K – – –
FC
1438
Fusion Capital
South Carolina
$472K +$2.07K +22 +0.4%
SIS
1439
Sound Income Strategies
Florida
$472K -$190K -2,023 -29%
NFG
1440
Nadler Financial Group
Illinois
$471K +$13.8K +147 +3%
CIM
1441
Cambria Investment Management
California
$471K +$64.6K +686 +16%
TC
1442
Truvestments Capital
Florida
$470K -$377 -4 -0.1%
MGAM
1443
McGowan Group Asset Management
Texas
$470K +$3.2K +34 +0.7%
VIPI
1444
Vista Investment Partners II
Indiana
$470K +$1.98K +21 +0.4%
BBA
1445
BLB&B Advisors
Pennsylvania
$469K -$71.3K -757 -13%
AAS
1446
AdviceOne Advisory Services
Connecticut
$469K – – –
HIMC
1447
Heritage Investors Management Corp
Maryland
$467K -$25.9K -275 -5%
CGH
1448
CMG Global Holdings
Texas
$466K -$2.64K -28 -0.6%
LDB
1449
Lee, Danner & Bass
Tennessee
$466K -$4.71K -50 -1%
RLWM
1450
RF&L Wealth Management
Massachusetts
$464K – – –
56 57
58
59 60