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Southern Company
SO

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