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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1626
Willis Johnson & Associates
Texas
$274K -$70.2K -800 -19%
SFC
1627
Strategic Financial Concepts
Texas
$273K +$49.3K +562 +20%
KWM
1628
Kaydan Wealth Management
Michigan
$273K +$14.2K +162 +5%
CFP
1629
Catalyst Financial Partners
Massachusetts
$273K -$10.8K -123 -4%
PPH
1630
Pure Portfolios Holdings
Oregon
$273K +$351 +4 +0.1%
SIA
1631
Soltis Investment Advisors
Utah
$272K +$24.4K +278 +9%
MWM
1632
Magnolia Wealth Management
Alabama
$272K +$24.1K +275 +9%
SWP
1633
Summit Wealth Partners
Florida
$271K – – –
CMA
1634
Cedar Mountain Advisors
Oregon
$271K +$6.84K +78 +2%
WAM
1635
WealthTrust Asset Management
Florida
$270K +$2.98K +34 +1%
NRC
1636
New Republic Capital
North Carolina
$270K +$3.77K +43 +1%
PWM
1637
PBMares Wealth Management
Virginia
$270K +$88 +1 +0%
V
1638
VeraBank
Texas
$270K – – –
PIMG
1639
Patriot Investment Management Group
Tennessee
$268K -$74.6K -850 -21%
ACP
1640
Aveo Capital Partners
Colorado
$268K +$55.7K +635 +24%
IA
1641
Insight Advisors
Pennsylvania
$267K – – –
SN
1642
Sittner & Nelson
Oregon
$267K – – –
UWM
1643
USAdvisors Wealth Management
Minnesota
$267K +$6.32K +72 +2%
CWM
1644
Chesapeake Wealth Management
Virginia
$266K – – –
RFM
1645
Royal Fund Management
Florida
$266K -$350K -3,988 -55%
ACM
1646
Aster Capital Management
United Arab Emirates
$266K +$283K +3,230 New
IAS
1647
Investment Advisory Services
Texas
$264K +$20.5K +234 +8%
CWMS
1648
Cannon Wealth Management Services
North Carolina
$264K +$88 +1 +0%
PCA
1649
Private Capital Advisors
Connecticut
$263K – – –
SIC
1650
Sterling Investment Counsel
New York
$263K -$737K -8,399 -72%
64 65
66
67 68