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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1551
Proffitt & Goodson
Tennessee
$102K – – –
PMFA
1552
Plante Moran Financial Advisors
Michigan
$102K +$13.4K +200 +16%
FWA
1553
Freedom Wealth Alliance
Wisconsin
$101K +$94.2K +1,409 New
JWA
1554
JFS Wealth Advisors
Pennsylvania
$99.4K -$17.7K -265 -16%
CWA
1555
Clearview Wealth Advisors
Oregon
$98.5K -$1.47K -22 -2%
AWM
1556
Accel Wealth Management
Iowa
$98.4K -$6.42K -96 -7%
MCM
1557
MV Capital Management
Maryland
$96.5K +$8.16K +122 +10%
MRCM
1558
M&R Capital Management
New Jersey
$96.4K – – –
RWM
1559
Ruedi Wealth Management
Illinois
$94.9K +$88.9K +1,329 New
MWM
1560
MinichMacGregor Wealth Management
New York
$91.8K +$86K +1,286 New
BAM
1561
Bellevue Asset Management
Washington
$91.3K +$134 +2 +0.2%
KOCAA
1562
Knights of Columbus Asset Advisors
Connecticut
$85.7K +$80.2K +1,200 New
FFA
1563
Farther Finance Advisors
California
$85.3K +$79.9K +1,195 New
FCA
1564
Fortis Capital Advisors
Kansas
$83.7K +$78.4K +1,172 New
CJL
1565
Cyrus J. Lawrence
New York
$83K – – –
HBW
1566
Hazlett, Burt & Watson
West Virginia
$82K +$13.4K +200 +21%
GPI
1567
General Partner Inc
Pennsylvania
$80.7K +$75.6K +1,130 New
SSG
1568
Summit Securities Group
New York
$79K -$386K -5,768 -84%
GIA
1569
GHP Investment Advisors
Colorado
$78.7K -$19.6K -293 -21%
BFPW
1570
BOK Financial Private Wealth
Colorado
$78.6K +$73.5K +1,100 New
TC
1571
Trust Company
Kansas
$78K – – –
CAS
1572
Coppell Advisory Solutions
Texas
$77.3K +$72.4K +1,083 New
CASC
1573
Coppell Advisory Solutions Corp
Texas
$77.3K +$72.4K +1,083 New
BWAM
1574
Boyd Watterson Asset Management
Ohio
$76.8K +$71.9K +1,075 New
AA
1575
Addison Advisors
Vermont
$74.9K -$26.7K -400 -28%
61 62
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