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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1601
Prestige Wealth Management Group
New Jersey
$43K -$745 -11 -2%
SCA
1602
Stuart Chaussee & Associates
California
$43K – – –
FDCDDQ
1603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.1K – – –
AWM
1604
AllSquare Wealth Management
New York
$40K – – –
HF
1605
Halpern Financial
Virginia
$39.9K – – –
EWM
1606
Endurance Wealth Management
Rhode Island
$39K – – –
MWA
1607
Moser Wealth Advisors
Washington
$39K – – –
FMTCOCP
1608
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K -$1.69K -25 -5%
HSA
1609
Hussman Strategic Advisors
Maryland
$36K -$305K -4,500 -90%
CWA
1610
Carolina Wealth Advisors
South Carolina
$36K – – –
RA
1611
Rise Advisors
New York
$36K – – –
DI
1612
Disciplined Investments
Oklahoma
$36K +$5.28K +78 +18%
TFO
1613
Tarbox Family Office
California
$34K -$15.3K -226 -32%
CWM
1614
CarsonAllaria Wealth Management
Illinois
$34K +$135 +2 +0.4%
SPWM
1615
Spartan Planning & Wealth Management
North Carolina
$34K +$31.4K +463 New
BWA
1616
BDO Wealth Advisors
Florida
$33K -$7.25K -107 -19%
FFA
1617
Fairfield Financial Advisors
Massachusetts
$32.1K +$30K +443 New
JFA
1618
JNBA Financial Advisors
Minnesota
$32K -$19K -281 -39%
PCM
1619
Penserra Capital Management
California
$31K -$12.1K -178 -29%
IAS
1620
IMA Advisory Services
Colorado
$31K – – –
NSB
1621
Norway Savings Bank
Maine
$29K -$45.7K -675 -63%
FCT
1622
First Community Trust
Iowa
$29K – – –
TF
1623
TimeScale Financial
Massachusetts
$29K +$271 +4 +1%
TAM
1624
Tucker Asset Management
Colorado
$29K +$4.4K +65 +19%
ACA
1625
Atlas Capital Advisors
Wyoming
$28.8K – – –
63 64
65
66 67