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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1526
Evoke Wealth
California
$90K +$661 +9 +0.7%
WOSD
1527
WFA of San Diego
California
$89K +$91.8K +1,250 New
TCWM
1528
Total Clarity Wealth Management
Illinois
$87K +$89.6K +1,220 New
PP
1529
Paloma Partners
Connecticut
$86K -$280K -3,819 -76%
PMFA
1530
Plante Moran Financial Advisors
Michigan
$82K +$1.47K +20 +2%
MWC
1531
MBM Wealth Consultants
Missouri
$79K +$2.57K +35 +3%
AIL
1532
AGF Investments LLC
Ontario, Canada
$78K -$113K -1,538 -59%
TC
1533
Trust Company
Kansas
$78K – – –
GIA
1534
GHP Investment Advisors
Colorado
$78K +$73 +1 +0.1%
MCM
1535
MV Capital Management
Maryland
$76K -$955 -13 -1%
HWMA
1536
Heritage Wealth Management (Arizona)
Arizona
$72.9K – – –
ANBT
1537
American National Bank & Trust
Texas
$70K – – –
LF
1538
Lee Financial
Texas
$69K +$8.59K +117 +14%
PK
1539
Pflug Koory
Nebraska
$68K – – –
AIM
1540
Achmea Investment Management
Netherlands
$67K – – –
WBC
1541
West Branch Capital
Massachusetts
$67K +$4.48K +61 +7%
RA
1542
Rise Advisors
New York
$67K +$31.9K +435 +87%
FCG
1543
Financial Connections Group
California
$65K – – –
SIAP
1544
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$64K – – –
APC
1545
Aspire Private Capital
North Carolina
$63K -$1.61K -22 -2%
ME
1546
McIlrath & Eck
Washington
$62K -$7.34K -100 -10%
TSWM
1547
Tyler-Stone Wealth Management
Ohio
$62K – – –
EC
1548
Elequin Capital
New York
$61K -$9.77K -133 -13%
FWM
1549
Focused Wealth Management
New York
$61K +$220 +3 +0.4%
VWM
1550
Valley Wealth Managers
New Jersey
$61K +$62.4K +850 New
60 61
62
63 64