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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
1476
Fulcrum Equity Management
Texas
$327K -$31.2K -365 -9%
MCWA
1477
Meadow Creek Wealth Advisors
Georgia
$327K +$33.1K +387 +12%
KA
1478
Klingman & Associates
New York
$327K +$2.9K +34 +0.9%
VFA
1479
Values First Advisors
Tennessee
$326K -$38.5K -451 -11%
AG
1480
Ascent Group
Virginia
$325K +$18.9K +221 +7%
MWC
1481
MBM Wealth Consultants
Missouri
$325K -$427 -5 -0.1%
CFG
1482
Cooper Financial Group
California
$325K +$31.9K +374 +12%
IWM
1483
Integris Wealth Management
California
$325K – – –
PJWM
1484
Philip James Wealth Mangement
Georgia
$324K +$307K +3,594 New
TSWM
1485
Tyler-Stone Wealth Management
Ohio
$323K +$186K +2,175 +154%
KWMG
1486
King Wealth Management Group
Florida
$323K -$10.8K -126 -3%
EA
1487
Enclave Advisors
Texas
$322K +$305K +3,572 New
FA
1488
FDx Advisors
Illinois
$322K -$77.5K -907 -20%
NHT
1489
New Hampshire Trust
New Hampshire
$322K +$39.1K +458 +15%
WIC
1490
Willis Investment Counsel
Georgia
$322K -$12.8K -150 -4%
GWM
1491
Glass Wealth Management
Texas
$321K – – –
WS
1492
Wela Strategies
Georgia
$321K +$171 +2 +0.1%
FAG
1493
Fortitude Advisory Group
Washington
$321K -$12.6K -147 -4%
AA
1494
Auxano Advisors
Washington
$321K +$1.37K +16 +0.5%
KI
1495
Kapitalo Investimentos
Brazil
$321K +$304K +3,556 New
SPWG
1496
Syntegra Private Wealth Group
Missouri
$320K – – –
FFO
1497
Fortitude Family Office
Arizona
$318K +$221K +2,592 +278%
RRWA
1498
Rainey & Randall Wealth Advisors
Florida
$316K – – –
SLT
1499
St Louis Trust
Missouri
$316K – – –
FCFC
1500
First Citizens Financial Corp
Iowa
$315K -$2.99K -35 -1%
58 59
60
61 62