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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1626
Brass Tax Wealth Management
Ohio
$314K -$53.8K -576 -15%
AOWM
1627
Alpha Omega Wealth Management
Virginia
$313K – – –
QPWM
1628
Quadrant Private Wealth Management
Pennsylvania
$313K +$6.91K +74 +2%
SFB
1629
STAR Financial Bank
Indiana
$313K -$70.5K -755 -19%
MNBTD
1630
Moody National Bank Trust Division
Texas
$313K -$222K -2,378 -42%
MHC
1631
May Hill Capital
Massachusetts
$312K +$3.83K +41 +1%
SWP
1632
Summit Wealth Partners
Florida
$312K – – –
WIM
1633
Westside Investment Management
California
$311K +$28.2K +302 +10%
PWM
1634
PBMares Wealth Management
Virginia
$311K +$93 +1 +0%
MWM
1635
MBE Wealth Management
Wisconsin
$311K +$42.1K +451 +16%
AGC
1636
Aspen Grove Capital
Colorado
$311K -$21.8K -234 -7%
PPH
1637
Pure Portfolios Holdings
Oregon
$311K +$373 +4 +0.1%
MAFA
1638
MJT & Associates Financial Advisory
Minnesota
$310K – – –
TPBG
1639
Turning Point Benefit Group
Maryland
$310K +$38.4K +411 +14%
AA
1640
Acorns Advisers
California
$310K +$54.7K +586 +22%
SW
1641
SkyOak Wealth
Michigan
$309K – – –
PFW
1642
Petros Family Wealth
Minnesota
$309K +$1.03K +11 +0.3%
IAA
1643
Ironsides Asset Advisors
North Carolina
$309K +$8.4K +90 +3%
SN
1644
Sittner & Nelson
Oregon
$309K – – –
GWM
1645
Gibbs Wealth Management
Georgia
$309K +$304K +3,259 New
FIG
1646
FSA Investment Group
Florida
$308K +$303K +3,246 New
NRS
1647
Neville Rodie & Shaw
New York
$307K – – –
IA
1648
Intellus Advisors
Florida
$306K – – –
LAM
1649
LOM Asset Management
$305K -$4.67K -50 -2%
GPW
1650
Genesis Private Wealth
Virginia
$305K -$26.1K -280 -8%
64 65
66
67 68