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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1601
White Pine Capital
Minnesota
$322K +$21.3K +233 +7%
PRP
1602
Peak Retirement Planning
Ohio
$321K -$10K -110 -3%
BLC
1603
Brown, Lisle/Cummings
Rhode Island
$321K +$365 +4 +0.1%
RIS
1604
Retirement Income Solutions
Michigan
$320K – – –
CCMG
1605
Connecticut Capital Management Group
Connecticut
$319K +$334K +3,658 New
MWM
1606
Magnolia Wealth Management
Alabama
$319K +$15K +164 +5%
HIW
1607
Holos Integrated Wealth
Pennsylvania
$318K +$51.3K +562 +18%
SWM
1608
Stronghold Wealth Management
Florida
$318K +$333K +3,650 New
KWMG
1609
King Wealth Management Group
Florida
$318K -$12.8K -140 -4%
MCWA
1610
Meadow Creek Wealth Advisors
Georgia
$317K – – –
GAM
1611
Grandview Asset Management
Pennsylvania
$317K +$55K +603 +20%
KAM
1612
KEB Asset Management
Illinois
$317K +$2.74K +30 +0.8%
AT
1613
Arlington Trust
Alabama
$316K -$184K -2,015 -36%
SWAG
1614
Spectrum Wealth Advisory Group
California
$315K -$99.8K -1,093 -23%
PWAM
1615
Private Wealth Asset Management
Iowa
$315K -$16.8K -184 -5%
IA
1616
IFC Advisors
California
$313K -$913 -10 -0.3%
CGL
1617
Clarius Group LLC
Washington
$312K +$183 +2 +0.1%
GSWA
1618
Good Steward Wealth Advisors
Tennessee
$312K -$54.9K -601 -14%
TCA
1619
Transcend Capital Advisors
New Jersey
$311K -$152K -1,667 -32%
SS
1620
Sunbelt Securities
Texas
$310K -$1.1K -12 -0.3%
MWM
1621
Maridea Wealth Management
New York
$309K -$181K -1,982 -36%
FCA
1622
FLC Capital Advisors
California
$309K -$365 -4 -0.1%
PCG
1623
PFC Capital Group
California
$309K – – –
YIA
1624
YHB Investment Advisors
Connecticut
$308K -$405K -4,439 -56%
WEG
1625
World Equity Group
Illinois
$308K -$426K -4,670 -57%
63 64
65
66 67