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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1601
Woodard & Company Asset Management Group
North Carolina
$362K +$10.3K +109 +3%
WF
1602
Wayfinding Financial
Washington
$361K +$8.57K +91 +2%
MA
1603
MKT Advisors
California
$360K -$86K -913 -20%
WC
1604
Whitney & Co
New York
$360K +$1.04K +11 +0.3%
MA
1605
MCF Advisors
Kentucky
$359K +$4.33K +46 +1%
OBGC
1606
O'Brien Greene & Co
Pennsylvania
$359K – – –
BCM
1607
Banyan Capital Management
Georgia
$359K – – –
TWP
1608
Tenet Wealth Partners
Illinois
$358K +$349K +3,708 New
BLAM
1609
Bourne Lent Asset Management
New York
$357K – – –
SHFP
1610
Second Half Financial Partners
Florida
$356K -$2.45K -26 -0.7%
KWMG
1611
King Wealth Management Group
Florida
$356K +$7.06K +75 +2%
RIS
1612
Retirement Income Solutions
Michigan
$355K – – –
SIA
1613
Strategic Investment Advisors
Michigan
$353K -$80.1K -851 -19%
RA
1614
Range Advisory
Virginia
$352K -$27.2K -289 -7%
CCMG
1615
Connecticut Capital Management Group
Connecticut
$352K +$1.98K +21 +0.6%
PMFA
1616
Plante Moran Financial Advisors
Michigan
$351K -$50.1K -532 -13%
BLC
1617
Brown, Lisle/Cummings
Rhode Island
$351K -$5.08K -54 -1%
MWM
1618
Magnolia Wealth Management
Alabama
$350K -$19.7K -209 -5%
CA
1619
Continuum Advisory
Idaho
$350K +$55.4K +588 +19%
SIA
1620
SGL Investment Advisors
Montana
$350K +$360K +3,828 New
HR
1621
Hardy Reed
Mississippi
$349K +$343K +3,645 New
SWAG
1622
Spectrum Wealth Advisory Group
California
$347K +$565 +6 +0.2%
FS
1623
Ferguson Shapiro
Georgia
$347K -$65.4K -695 -16%
FF
1624
Francis Financial
$346K +$92.5K +982 +37%
TIM
1625
Thompson Investment Management
Wisconsin
$346K +$1.88K +20 +0.6%
63 64
65
66 67