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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1626
Insight Advisors
Pennsylvania
$298K – – –
BFG
1627
Birch Financial Group
New Hampshire
$298K -$109K -1,219 -27%
NRS
1628
Neville Rodie & Shaw
New York
$298K – – –
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$297K +$5.39K +60 +2%
WAM
1630
Worth Asset Management
Texas
$296K +$8.98K +100 +3%
IA
1631
Intellus Advisors
Florida
$296K +$29K +323 +11%
PCA
1632
Private Capital Advisors
Connecticut
$294K – – –
SCP
1633
Sivia Capital Partners
California
$294K -$6.92K -77 -2%
BWM
1634
Biltmore Wealth Management
Arizona
$293K +$180 +2 +0.1%
ZF
1635
Zhang Financial
Michigan
$293K – – –
LBC
1636
Leigh Baldwin & Co
New York
$293K +$1.17K +13 +0.4%
CT
1637
Coastline Trust
Rhode Island
$293K – – –
HIW
1638
Holos Integrated Wealth
Pennsylvania
$293K +$50.4K +561 +22%
BWM
1639
Baron Wealth Management
Michigan
$291K +$34.7K +386 +14%
IAA
1640
Ironsides Asset Advisors
North Carolina
$291K +$12.7K +141 +5%
DIP
1641
Davis Investment Partners
North Carolina
$291K -$192K -2,137 -40%
WS
1642
Wela Strategies
Georgia
$290K +$180 +2 +0.1%
GHAM
1643
Gilman Hill Asset Management
Connecticut
$290K +$3.95K +44 +1%
EWS
1644
Eagle Wealth Strategies
New Jersey
$290K – – –
CWM
1645
Compass Wealth Management
Connecticut
$289K – – –
PCG
1646
PFC Capital Group
California
$289K – – –
PFS
1647
Prospect Financial Services
New York
$289K +$8.62K +96 +3%
FAT
1648
First American Trust
California
$288K -$33.9K -377 -11%
ACM
1649
Aurdan Capital Management
Pennsylvania
$288K – – –
BIG
1650
Brookwood Investment Group
Arizona
$287K +$719 +8 +0.3%
64 65
66
67 68