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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1551
Private Wealth Asset Management
Iowa
$360K +$23.5K +252 +7%
PRP
1552
Peak Retirement Planning
Ohio
$359K +$74.1K +794 +26%
KWMG
1553
King Wealth Management Group
Florida
$359K – – –
MCWA
1554
Meadow Creek Wealth Advisors
Georgia
$358K +$13.5K +145 +4%
WCAMG
1555
Woodard & Company Asset Management Group
North Carolina
$357K +$9.34K +100 +3%
AFA
1556
AA Financial Advisors
Ohio
$356K -$1.77K -19 -0.5%
OBGC
1557
O'Brien Greene & Co
Pennsylvania
$355K -$6.63K -71 -2%
SHFP
1558
Second Half Financial Partners
Florida
$355K -$1.12K -12 -0.3%
TIM
1559
Thompson Investment Management
Wisconsin
$355K -$35.7K -382 -9%
LAS
1560
Lloyd Advisory Services
Georgia
$354K +$39.8K +426 +13%
BLAM
1561
Bourne Lent Asset Management
New York
$354K -$18.7K -200 -5%
DWA
1562
Douglass Winthrop Advisors
New York
$353K +$93 +1 +0%
BFG
1563
Birch Financial Group
New Hampshire
$351K +$42.7K +457 +14%
EIP
1564
Ellis Investment Partners
Pennsylvania
$350K -$3.92K -42 -1%
MIM
1565
Moseley Investment Management
Florida
$349K -$84.9K -909 -20%
BLC
1566
Brown, Lisle/Cummings
Rhode Island
$348K +$467 +5 +0.1%
RIS
1567
Retirement Income Solutions
Michigan
$348K – – –
IAS
1568
Insigneo Advisory Services
Florida
$347K -$93 -1 -0%
LA
1569
Latitude Advisors
Florida
$346K +$2.89K +31 +0.9%
O3W
1570
Omni 360 Wealth
New Jersey
$344K – – –
NAMNJ
1571
NorthStar Asset Management (New Jersey)
New Jersey
$343K +$75.3K +807 +29%
KAM
1572
KEB Asset Management
Illinois
$341K +$336K +3,603 New
IA
1573
IFC Advisors
California
$341K – – –
CH
1574
Cromwell Holdings
Wyoming
$340K – – –
MS
1575
Madden Securities
Texas
$339K -$7.75K -83 -2%
61 62
63
64 65