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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1551
Certified Advisory Corp
Florida
$84.3K +$208 +3 +0.2%
KOCAA
1552
Knights of Columbus Asset Advisors
Connecticut
$84.1K +$6.94K +100 +8%
BWL
1553
Bogart Wealth LLC
Virginia
$81.8K – – –
EC
1554
Elequin Capital
New York
$81.1K +$71.6K +1,031 +464%
CAS
1555
Coppell Advisory Solutions
Texas
$77.3K -$38.7K -558 -34%
PP
1556
PrairieView Partners
Minnesota
$77K -$71.2K -1,026 -46%
CSC
1557
Caldwell Sutter Capital
California
$76.6K +$4.86K +70 +6%
FWM
1558
Focused Wealth Management
New York
$74.7K +$278 +4 +0.3%
ANBT
1559
American National Bank & Trust
Texas
$74.7K -$197K -2,836 -71%
AA
1560
Addison Advisors
Vermont
$72.6K -$1.39K -20 -2%
CAL
1561
Capital Advisors Ltd
Ohio
$72K -$3.05K -44 -4%
TSWM
1562
Tyler-Stone Wealth Management
Ohio
$72K +$27.6K +397 +56%
AT
1563
Avalon Trust
New Mexico
$71.2K – – –
HGERS
1564
Householder Group Estate & Retirement Specialist
Arizona
$71.1K +$76.1K +1,097 New
SHIM
1565
Stone House Investment Management
Pennsylvania
$71K – – –
TC
1566
Trust Company
Kansas
$70.7K – – –
BWAM
1567
Boyd Watterson Asset Management
Ohio
$69.3K -$347 -5 -0.5%
BAM
1568
Bellevue Asset Management
Washington
$67.2K -$17.8K -257 -20%
SGC
1569
Slocum, Gordon & Co
Rhode Island
$66.9K – – –
BC
1570
Barrett & Company
Rhode Island
$65.8K – – –
RWPA
1571
Richard W. Paul & Associates
Michigan
$63.4K -$2.36K -34 -3%
NIC
1572
Northwest Investment Counselors
Oregon
$58.2K – – –
CWM
1573
CarsonAllaria Wealth Management
Illinois
$57.3K – – –
WBC
1574
West Branch Capital
Massachusetts
$57K – – –
LF
1575
Lee Financial
Texas
$55K – – –
61 62
63
64 65