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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1601
Satovsky Asset Management
New York
$317K +$2.34K +27 +0.8%
FAG
1602
Fortitude Advisory Group
Washington
$316K -$4.33K -50 -1%
PJWM
1603
Philip James Wealth Mangement
Georgia
$314K -$2.08K -24 -0.7%
HBT
1604
Heartland Bank & Trust
Illinois
$312K -$41.8K -483 -12%
PPWP
1605
Premier Path Wealth Partners
New Jersey
$311K -$7.45K -86 -2%
LGW
1606
Leslie Global Wealth
Illinois
$311K +$293K +3,379 New
SC
1607
Stephens Consulting
Michigan
$311K +$39.1K +452 +15%
NSG
1608
Nalls Sherbakoff Group
Tennessee
$309K +$291K +3,357 New
SIM
1609
Sentry Investment Management
Wisconsin
$308K +$306K +3,530 New
DDC
1610
DF Dent & Co
Maryland
$307K – – –
IC
1611
Inscription Capital
Texas
$307K +$370K +4,278 New
WJA
1612
Willis Johnson & Associates
Texas
$306K +$346 +4 +0.1%
ZIG
1613
Zullo Investment Group
Pennsylvania
$306K -$3.03K -35 -1%
GWM
1614
Gibbs Wealth Management
Georgia
$305K +$14.3K +165 +5%
UWM
1615
USAdvisors Wealth Management
Minnesota
$305K +$6.67K +77 +2%
CMA
1616
Cedar Mountain Advisors
Oregon
$305K +$2.25K +26 +0.8%
AOWM
1617
Alpha Omega Wealth Management
Virginia
$304K +$17.3K +200 +6%
MFC
1618
Morris Financial Concepts
South Carolina
$304K -$29.6K -342 -9%
MWM
1619
Magnolia Wealth Management
Alabama
$304K – – –
CC
1620
Callan Capital
California
$304K +$286K +3,301 New
MCFP
1621
Mallini Complete Financial Planning
Florida
$303K – – –
BONH
1622
Bank of New Hampshire
New Hampshire
$303K +$28.1K +325 +11%
SWP
1623
Summit Wealth Partners
Florida
$303K – – –
WAM
1624
WealthTrust Asset Management
Florida
$302K +$346 +4 +0.1%
PWM
1625
PBMares Wealth Management
Virginia
$302K +$433 +5 +0.2%
63 64
65
66 67