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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1476
CVA Family Office
Colorado
$117K +$49.4K +775 +83%
BA
1477
Bellwether Advisors
Nebraska
$117K +$89.3K +1,401 +458%
COCM
1478
Charter Oak Capital Management
New Hampshire
$115K – – –
SIS
1479
Sound Income Strategies
Florida
$115K +$79.1K +1,240 +284%
AIM
1480
AHL Investment Management
Florida
$113K +$105K +1,650 New
CWA
1481
Clearview Wealth Advisors
Oregon
$110K -$44.1K -691 -30%
NL
1482
NVWM LLC
Pennsylvania
$110K – – –
BWL
1483
Bogart Wealth LLC
Virginia
$109K – – –
PCA
1484
Providence Capital Advisors
North Carolina
$107K – – –
QC
1485
Quent Capital
New York
$107K +$99.1K +1,554 New
APW
1486
Acima Private Wealth
Virginia
$103K – – –
HIA
1487
Harbor Investment Advisory
Maryland
$103K – – –
SAM
1488
S.A. Mason
Michigan
$103K – – –
APP
1489
Alpha Paradigm Partners
Illinois
$101K +$93.7K +1,470 New
AWM
1490
Accel Wealth Management
Iowa
$100K +$4.08K +64 +5%
LC
1491
Lindbrook Capital
California
$100K +$31.4K +493 +51%
CBT
1492
Central Bank & Trust
Kentucky
$98K – – –
PMFA
1493
Plante Moran Financial Advisors
Michigan
$95K -$33K -517 -27%
TC
1494
Trust Company
Kansas
$94K – – –
MRCM
1495
M&R Capital Management
New Jersey
$92K – – –
PFBT
1496
Parkside Financial Bank & Trust
Missouri
$89K +$6.12K +96 +8%
AA
1497
Addison Advisors
Vermont
$89K +$74K +1,160 +872%
WAM
1498
WFA Asset Management
Wisconsin
$88.2K +$82K +1,286 New
APC
1499
Aspire Private Capital
North Carolina
$85K -$26.3K -413 -25%
CCC
1500
Crescent Capital Consulting
Louisiana
$85K – – –
58 59
60
61 62