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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Chesapeake Wealth Management
Virginia
$251K – – –
CFG
1527
Cooper Financial Group
California
$250K -$80.6K -1,064 -25%
AIM
1528
Athena Investment Management
California
$250K -$33.3K -440 -12%
SC
1529
Sawyer & Company
Massachusetts
$250K -$33.7K -445 -12%
SCM
1530
Saxony Capital Management
Missouri
$250K -$1.97K -26 -0.8%
CWM
1531
Compass Wealth Management
Connecticut
$250K +$49.3K +650 +25%
TCWM
1532
Total Clarity Wealth Management
Illinois
$250K +$244K +3,219 New
SAM
1533
Sompo Asset Management
Japan
$248K +$22.7K +300 +10%
CCM
1534
Crew Capital Management
Ohio
$248K – – –
PCA
1535
Private Capital Advisors
Connecticut
$248K – – –
NC
1536
NBW Capital
Massachusetts
$248K -$27.2K -359 -10%
NRC
1537
New Republic Capital
North Carolina
$248K +$1.06K +14 +0.4%
BWM
1538
Biltmore Wealth Management
Arizona
$247K +$379 +5 +0.2%
CMA
1539
Cedar Mountain Advisors
Oregon
$247K +$2.2K +29 +0.9%
SFS
1540
Searcy Financial Services
Kansas
$247K – – –
RPC
1541
Rossmore Private Capital
Connecticut
$245K – – –
KAM
1542
KEB Asset Management
Illinois
$245K +$240K +3,162 New
FFB
1543
First Financial Bankshares
Texas
$245K -$81.8K -1,079 -25%
IPA
1544
Investment Planning Advisors
Georgia
$245K +$239K +3,156 New
OFG
1545
OmniStar Financial Group
North Carolina
$244K – – –
OWA
1546
Octavia Wealth Advisors
Ohio
$244K +$6.82K +90 +3%
PCG
1547
PFC Capital Group
California
$244K – – –
AOWM
1548
Alpha Omega Wealth Management
Virginia
$243K -$15.2K -200 -6%
SLG
1549
Stanley-Laman Group
Pennsylvania
$243K – – –
IAMOG
1550
Investors Asset Management of Georgia
Georgia
$242K – – –
60 61
62
63 64