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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1626
Sivia Capital Partners
California
$301K +$12.5K +144 +5%
MAFA
1627
MJT & Associates Financial Advisory
Minnesota
$301K +$283K +3,274 New
SW
1628
SkyOak Wealth
Michigan
$300K +$283K +3,265 New
SN
1629
Sittner & Nelson
Oregon
$300K +$1.3K +15 +0.5%
RFM
1630
Royal Fund Management
Florida
$299K +$1.82K +21 +0.6%
NRS
1631
Neville Rodie & Shaw
New York
$299K +$51.5K +595 +22%
IAS
1632
Insigneo Advisory Services
Florida
$299K +$8.83K +102 +3%
IA
1633
Insight Advisors
Pennsylvania
$299K – – –
FA
1634
FSA Advisors
Michigan
$298K +$281K +3,246 New
CFP
1635
Catalyst Financial Partners
Massachusetts
$298K -$6.15K -71 -2%
PFW
1636
Petros Family Wealth
Minnesota
$298K +$5.89K +68 +2%
SIS
1637
Sound Income Strategies
Florida
$297K -$367K -4,244 -57%
IAS
1638
Investment Advisory Services
Texas
$297K +$1.56K +18 +0.6%
CIA
1639
Choate Investment Advisors
Massachusetts
$296K +$4.5K +52 +2%
PWM
1640
Power Wealth Management
Georgia
$295K +$2.08K +24 +0.8%
PCA
1641
Private Capital Advisors
Connecticut
$294K – – –
PIMG
1642
Patriot Investment Management Group
Tennessee
$294K -$5.28K -61 -2%
ZF
1643
Zhang Financial
Michigan
$294K -$24.3K -281 -8%
CA
1644
Calton & Associates
Florida
$294K +$276K +3,194 New
BWM
1645
Biltmore Wealth Management
Arizona
$294K +$260 +3 +0.1%
CT
1646
Coastline Trust
Rhode Island
$293K +$87.3K +1,008 +46%
LBC
1647
Leigh Baldwin & Co
New York
$293K +$1.04K +12 +0.4%
CW
1648
Code Waechter
Florida
$292K +$275K +3,173 New
CWM
1649
Chesapeake Wealth Management
Virginia
$292K -$5.19K -60 -2%
QPWM
1650
Quadrant Private Wealth Management
Pennsylvania
$292K -$20K -231 -7%
64 65
66
67 68