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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1601
Fortitude Advisory Group
Washington
$311K -$9.88K -110 -3%
FH
1602
Financial Harvest
Florida
$309K +$302K +3,363 New
MFS
1603
Madrona Financial Services
Washington
$308K +$74K +824 +33%
MWM
1604
Magnolia Wealth Management
Alabama
$307K +$3.68K +41 +1%
CMA
1605
Cedar Mountain Advisors
Oregon
$307K +$2.42K +27 +0.8%
DDC
1606
DF Dent & Co
Maryland
$307K – – –
WJA
1607
Willis Johnson & Associates
Texas
$306K -$269 -3 -0.1%
FFA
1608
First Foundation Advisors
California
$304K +$298K +3,314 New
AOWM
1609
Alpha Omega Wealth Management
Virginia
$304K – – –
ZIG
1610
Zullo Investment Group
Pennsylvania
$304K -$1.98K -22 -0.7%
LAS
1611
Lloyd Advisory Services
Georgia
$303K -$37.9K -422 -11%
MCFP
1612
Mallini Complete Financial Planning
Florida
$303K – – –
WIM
1613
Warwick Investment Management
Texas
$302K +$19.8K +221 +7%
FIC
1614
FCG Investment Company
Tennessee
$302K -$441K -4,914 -60%
SWP
1615
Summit Wealth Partners
Florida
$302K – – –
PWM
1616
PBMares Wealth Management
Virginia
$301K +$90 +1 +0%
CRC
1617
Curi RMB Capital
Illinois
$301K +$81.8K +911 +39%
MAFA
1618
MJT & Associates Financial Advisory
Minnesota
$301K – – –
PPH
1619
Pure Portfolios Holdings
Oregon
$301K +$14.4K +160 +5%
LAM
1620
LOM Asset Management
$300K +$293K +3,265 New
SW
1621
SkyOak Wealth
Michigan
$300K – – –
SN
1622
Sittner & Nelson
Oregon
$299K – – –
SCA
1623
Strathmore Capital Advisors
North Carolina
$299K +$292K +3,255 New
MHC
1624
May Hill Capital
Massachusetts
$299K +$10.6K +118 +4%
PFW
1625
Petros Family Wealth
Minnesota
$299K +$1.26K +14 +0.4%
63 64
65
66 67