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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1626
Strategic Financial Concepts
Texas
$273K +$49.3K +562 +20%
KWM
1627
Kaydan Wealth Management
Michigan
$273K +$14.2K +162 +5%
CFP
1628
Catalyst Financial Partners
Massachusetts
$273K -$10.8K -123 -4%
PPH
1629
Pure Portfolios Holdings
Oregon
$273K +$351 +4 +0.1%
SIA
1630
Soltis Investment Advisors
Utah
$272K +$24.4K +278 +9%
MWM
1631
Magnolia Wealth Management
Alabama
$272K +$24.1K +275 +9%
SWP
1632
Summit Wealth Partners
Florida
$271K – – –
CMA
1633
Cedar Mountain Advisors
Oregon
$271K +$6.84K +78 +2%
WAM
1634
WealthTrust Asset Management
Florida
$270K +$2.98K +34 +1%
NRC
1635
New Republic Capital
North Carolina
$270K +$3.77K +43 +1%
PWM
1636
PBMares Wealth Management
Virginia
$270K +$88 +1 +0%
V
1637
VeraBank
Texas
$270K – – –
PIMG
1638
Patriot Investment Management Group
Tennessee
$268K -$74.6K -850 -21%
ACP
1639
Aveo Capital Partners
Colorado
$268K +$55.7K +635 +24%
IA
1640
Insight Advisors
Pennsylvania
$267K – – –
SN
1641
Sittner & Nelson
Oregon
$267K – – –
UWM
1642
USAdvisors Wealth Management
Minnesota
$267K +$6.32K +72 +2%
CWM
1643
Chesapeake Wealth Management
Virginia
$266K – – –
RFM
1644
Royal Fund Management
Florida
$266K -$350K -3,988 -55%
ACM
1645
Aster Capital Management
United Arab Emirates
$266K +$283K +3,230 New
IAS
1646
Investment Advisory Services
Texas
$264K +$20.5K +234 +8%
CWMS
1647
Cannon Wealth Management Services
North Carolina
$264K +$88 +1 +0%
PCA
1648
Private Capital Advisors
Connecticut
$263K – – –
SIC
1649
Sterling Investment Counsel
New York
$263K -$737K -8,399 -72%
LCM
1650
Lazari Capital Management
California
$263K +$6.67K +76 +2%
64 65
66
67 68