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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1576
Revisor Wealth Management
Ohio
$233K +$227K +3,000 New
CFS
1577
CRA Financial Services
New Jersey
$233K – – –
MFA
1578
Mayflower Financial Advisors
Massachusetts
$232K -$15.3K -202 -6%
PP
1579
PDS Planning
Ohio
$232K +$227K +2,993 New
FA
1580
Fiduciary Alliance
South Carolina
$232K -$34.4K -454 -13%
GWM
1581
Gray Wealth Management
Maine
$231K +$303 +4 +0.1%
OP
1582
ORG Partners
Indiana
$230K +$185K +2,447 +455%
BWG
1583
Berry Wealth Group
Texas
$229K -$6.37K -84 -3%
AIIMS
1584
Analyst IMS Investment Management Services
Israel
$229K +$224K +2,956 New
YIA
1585
YHB Investment Advisors
Connecticut
$229K +$5.76K +76 +3%
ATS
1586
Ashton Thomas Securities
New York
$228K +$221K +2,910 New
LGG
1587
Luts & Greenleigh Group
Maryland
$227K +$222K +2,927 New
HIC
1588
Harvey Investment Company
Kentucky
$227K – – –
UF
1589
Univest Financial
Pennsylvania
$227K – – –
JIC
1590
Joel Isaacson & Co
New York
$227K +$221K +2,922 New
FPGT
1591
Financial Partners Group (Tennessee)
Tennessee
$226K +$6.59K +87 +3%
TC
1592
Truvestments Capital
Florida
$224K -$10.1K -133 -4%
CAM
1593
Councilmark Asset Management
Tennessee
$224K – – –
SRC
1594
Shufro Rose & Co
New York
$223K – – –
TPA
1595
Trivium Point Advisory
Connecticut
$223K +$218K +2,874 New
W
1596
Wealthquest
Ohio
$222K – – –
OL
1597
OneFund LLC
Florida
$221K +$216K +2,851 New
FTIS
1598
First Trust Investment Solutions
Florida
$221K -$5.46K -72 -2%
SFS
1599
Strategic Financial Services
New York
$220K +$215K +2,839 New
NSAM
1600
North Star Asset Management
Wisconsin
$219K -$22.7K -300 -10%
62 63
64
65 66