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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FH
1601
Financial Harvest
Florida
$309K +$302K +3,363 New
MFS
1602
Madrona Financial Services
Washington
$308K +$74K +824 +33%
MWM
1603
Magnolia Wealth Management
Alabama
$307K +$3.68K +41 +1%
CMA
1604
Cedar Mountain Advisors
Oregon
$307K +$2.42K +27 +0.8%
DDC
1605
DF Dent & Co
Maryland
$307K – – –
WJA
1606
Willis Johnson & Associates
Texas
$306K -$269 -3 -0.1%
FFA
1607
First Foundation Advisors
California
$304K +$298K +3,314 New
AOWM
1608
Alpha Omega Wealth Management
Virginia
$304K – – –
ZIG
1609
Zullo Investment Group
Pennsylvania
$304K -$1.98K -22 -0.7%
LAS
1610
Lloyd Advisory Services
Georgia
$303K -$37.9K -422 -11%
MCFP
1611
Mallini Complete Financial Planning
Florida
$303K – – –
WIM
1612
Warwick Investment Management
Texas
$302K +$19.8K +221 +7%
FIC
1613
FCG Investment Company
Tennessee
$302K -$441K -4,914 -60%
SWP
1614
Summit Wealth Partners
Florida
$302K – – –
PWM
1615
PBMares Wealth Management
Virginia
$301K +$90 +1 +0%
CRC
1616
Curi RMB Capital
Illinois
$301K +$81.8K +911 +39%
MAFA
1617
MJT & Associates Financial Advisory
Minnesota
$301K – – –
PPH
1618
Pure Portfolios Holdings
Oregon
$301K +$14.4K +160 +5%
LAM
1619
LOM Asset Management
$300K +$293K +3,265 New
SW
1620
SkyOak Wealth
Michigan
$300K – – –
SN
1621
Sittner & Nelson
Oregon
$299K – – –
SCA
1622
Strathmore Capital Advisors
North Carolina
$299K +$292K +3,255 New
MHC
1623
May Hill Capital
Massachusetts
$299K +$10.6K +118 +4%
PFW
1624
Petros Family Wealth
Minnesota
$299K +$1.26K +14 +0.4%
MSE
1625
MUFG Securities EMEA
United Kingdom
$298K +$292K +3,248 New
63 64
65
66 67