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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1476
TCI Wealth Advisors
Arizona
$444K +$21.7K +230 +5%
MWM
1477
Manske Wealth Management
Texas
$444K – – –
WAT
1478
Wealth Advisory Team
Kentucky
$444K +$437K +4,639 New
DE
1479
Defiance ETFs
New York
$444K +$94.7K +1,006 +27%
VCM
1480
Violich Capital Management
California
$443K – – –
VC
1481
Veracity Capital
Georgia
$440K -$25.6K -272 -6%
ZI
1482
ZEGA Investments
Florida
$438K +$431K +4,581 New
MCWS
1483
McKinley Carter Wealth Services
West Virginia
$436K – – –
HFAS
1484
Hummer Financial Advisory Services
Illinois
$435K – – –
PWM
1485
Partners Wealth Management
California
$435K – – –
GGI
1486
Godsey & Gibb Inc
Virginia
$435K – – –
SPWG
1487
Syntegra Private Wealth Group
Missouri
$435K +$1.41K +15 +0.3%
BFC
1488
Bedel Financial Consulting
Indiana
$434K – – –
JLBC
1489
J.L. Bainbridge & Co
Florida
$434K +$377 +4 +0.1%
FIG
1490
FSA Investment Group
Florida
$433K +$211K +2,244 +98%
BONH
1491
Bank of New Hampshire
New Hampshire
$431K -$9.89K -105 -2%
CFIA
1492
Cantor Fitzgerald Investment Advisors
New York
$431K -$47.1K -500 -10%
AGWCA
1493
Annis Gardner Whiting Capital Advisors
Florida
$430K -$272K -2,894 -39%
RWS
1494
Resolute Wealth Strategies
Mississippi
$430K -$29K -308 -6%
OWM
1495
Orca Wealth Management
Florida
$429K – – –
FA
1496
Fortis Advisors
Pennsylvania
$428K – – –
TCM
1497
Tributary Capital Management
Nebraska
$428K – – –
HWMO
1498
Heritage Wealth Management (Ohio)
Ohio
$426K +$420K +4,456 New
QWP
1499
Quotient Wealth Partners
Texas
$426K +$44K +467 +12%
RA
1500
Rise Advisors
New York
$426K +$659 +7 +0.2%
58 59
60
61 62