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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1551
Versant Capital Management
Arizona
$44K -$1.08K -17 -3%
PSB
1552
Piscataqua Savings Bank
New Hampshire
$44K – – –
PWMG
1553
Prestige Wealth Management Group
New Jersey
$42K – – –
SWA
1554
SOA Wealth Advisors
New York
$42K +$191 +3 +0.5%
PCM
1555
Penserra Capital Management
California
$42K +$2.29K +36 +6%
CIA
1556
Cascade Investment Advisors
Oregon
$41.1K – – –
WB
1557
Webster Bank
Connecticut
$41K – – –
SCA
1558
Stuart Chaussee & Associates
California
$40K – – –
FDCDDQ
1559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.8K – – –
AWM
1560
AllSquare Wealth Management
New York
$38K – – –
FMTCOCP
1561
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K – – –
BWA
1562
BDO Wealth Advisors
Florida
$38K +$6.82K +107 +24%
HF
1563
Halpern Financial
Virginia
$37.7K +$35.1K +550 New
EWM
1564
Endurance Wealth Management
Rhode Island
$37K – – –
MWA
1565
Moser Wealth Advisors
Washington
$37K – – –
AFS
1566
Annapolis Financial Services
Maryland
$37K +$34.4K +540 New
FPWM
1567
FSB Premier Wealth Management
Iowa
$36K +$34.2K +537 New
RA
1568
Rise Advisors
New York
$34.3K +$31.9K +500 New
CWA
1569
Carolina Wealth Advisors
South Carolina
$34K – – –
CWM
1570
CarsonAllaria Wealth Management
Illinois
$32K +$29.6K +464 New
IAS
1571
IMA Advisory Services
Colorado
$30K – – –
DI
1572
Disciplined Investments
Oklahoma
$29K +$27.1K +425 New
CSWM
1573
Cassady Schiller Wealth Management
Ohio
$28K +$26.3K +413 New
AWA
1574
Amplius Wealth Advisors
Pennsylvania
$28K +$26.5K +416 New
FCT
1575
First Community Trust
Iowa
$27.4K +$25.5K +400 New
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