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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$290K – – –
CMA
1552
Cedar Mountain Advisors
Oregon
$290K +$2.14K +25 +0.8%
SC
1553
Sawyer & Company
Massachusetts
$289K -$1.97K -23 -0.7%
PCA
1554
Private Capital Advisors
Connecticut
$289K – – –
GHAM
1555
Gilman Hill Asset Management
Connecticut
$288K -$5.64K -66 -2%
BWM
1556
Biltmore Wealth Management
Arizona
$288K +$171 +2 +0.1%
SFS
1557
Searcy Financial Services
Kansas
$287K – – –
BIP
1558
Blueprint Investment Partners
North Carolina
$287K -$70.4K -824 -21%
UWM
1559
USAdvisors Wealth Management
Minnesota
$286K -$15K -176 -5%
IPW
1560
Impact Partnership Wealth
Georgia
$286K +$271K +3,170 New
OFG
1561
OmniStar Financial Group
North Carolina
$285K +$1.02K +12 +0.4%
PWM
1562
Power Wealth Management
Georgia
$285K +$270K +3,163 New
KAM
1563
KEB Asset Management
Illinois
$285K – – –
KWM
1564
Kaydan Wealth Management
Michigan
$285K +$270K +3,155 New
CWM
1565
Compass Wealth Management
Connecticut
$284K -$5.98K -70 -2%
OWA
1566
Octavia Wealth Advisors
Ohio
$284K +$256 +3 +0.1%
PCG
1567
PFC Capital Group
California
$284K – – –
FFB
1568
First Financial Bankshares
Texas
$284K -$1.2K -14 -0.4%
CWMS
1569
Cannon Wealth Management Services
North Carolina
$283K +$268K +3,140 New
GWM
1570
Gibbs Wealth Management
Georgia
$283K +$1.28K +15 +0.5%
AIM
1571
Athena Investment Management
California
$282K -$8.54K -100 -3%
CH
1572
Cromwell Holdings
Wyoming
$281K – – –
LCM
1573
Lazari Capital Management
California
$281K +$2.9K +34 +1%
GFP
1574
Gryphon Financial Partners
Ohio
$281K +$4.78K +56 +2%
AOWM
1575
Alpha Omega Wealth Management
Virginia
$280K -$2.14K -25 -0.8%
61 62
63
64 65