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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
1601
Peak Retirement Planning
Ohio
$321K -$10K -110 -3%
BLC
1602
Brown, Lisle/Cummings
Rhode Island
$321K +$365 +4 +0.1%
RIS
1603
Retirement Income Solutions
Michigan
$320K – – –
CCMG
1604
Connecticut Capital Management Group
Connecticut
$319K +$334K +3,658 New
MWM
1605
Magnolia Wealth Management
Alabama
$319K +$15K +164 +5%
HIW
1606
Holos Integrated Wealth
Pennsylvania
$318K +$51.3K +562 +18%
SWM
1607
Stronghold Wealth Management
Florida
$318K +$333K +3,650 New
KWMG
1608
King Wealth Management Group
Florida
$318K -$12.8K -140 -4%
MCWA
1609
Meadow Creek Wealth Advisors
Georgia
$317K – – –
GAM
1610
Grandview Asset Management
Pennsylvania
$317K +$55K +603 +20%
KAM
1611
KEB Asset Management
Illinois
$317K +$2.74K +30 +0.8%
AT
1612
Arlington Trust
Alabama
$316K -$184K -2,015 -36%
SWAG
1613
Spectrum Wealth Advisory Group
California
$315K -$99.8K -1,093 -23%
PWAM
1614
Private Wealth Asset Management
Iowa
$315K -$16.8K -184 -5%
IA
1615
IFC Advisors
California
$313K -$913 -10 -0.3%
CGL
1616
Clarius Group LLC
Washington
$312K +$183 +2 +0.1%
GSWA
1617
Good Steward Wealth Advisors
Tennessee
$312K -$54.9K -601 -14%
TCA
1618
Transcend Capital Advisors
New Jersey
$311K -$152K -1,667 -32%
SS
1619
Sunbelt Securities
Texas
$310K -$1.1K -12 -0.3%
MWM
1620
Maridea Wealth Management
New York
$309K -$181K -1,982 -36%
FCA
1621
FLC Capital Advisors
California
$309K -$365 -4 -0.1%
PCG
1622
PFC Capital Group
California
$309K – – –
YIA
1623
YHB Investment Advisors
Connecticut
$308K -$405K -4,439 -56%
WEG
1624
World Equity Group
Illinois
$308K -$426K -4,670 -57%
SAM
1625
Satovsky Asset Management
New York
$308K +$2.74K +30 +0.9%
63 64
65
66 67