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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1626
Private Wealth Asset Management
Iowa
$356K +$7.49K +81 +2%
WF
1627
Wayfinding Financial
Washington
$355K +$17.6K +190 +5%
MWM
1628
MBE Wealth Management
Wisconsin
$355K +$36.3K +392 +12%
RIS
1629
Retirement Income Solutions
Michigan
$355K – – –
WCAMG
1630
Woodard & Company Asset Management Group
North Carolina
$354K -$9.25K -100 -3%
HIW
1631
Holos Integrated Wealth
Pennsylvania
$354K – – –
DE
1632
Defiance ETFs
New York
$353K +$339K +3,660 New
GAM
1633
Grandview Asset Management
Pennsylvania
$353K +$2.04K +22 +0.6%
CCMG
1634
Connecticut Capital Management Group
Connecticut
$353K -$370 -4 -0.1%
SA
1635
Sovran Advisors
California
$352K -$67.2K -726 -17%
KWMG
1636
King Wealth Management Group
Florida
$352K – – –
KAM
1637
KEB Asset Management
Illinois
$350K -$555 -6 -0.2%
SWAG
1638
Spectrum Wealth Advisory Group
California
$350K +$555 +6 +0.2%
IFWM
1639
Institute for Wealth Management
Colorado
$349K -$21.5K -232 -6%
SHWM
1640
Smith & Howard Wealth Management
Georgia
$348K +$333K +3,601 New
TIM
1641
Thompson Investment Management
Wisconsin
$347K -$10.7K -116 -3%
WAM
1642
WealthTrust Asset Management
Florida
$347K +$63.7K +689 +24%
MHC
1643
May Hill Capital
Massachusetts
$347K +$23.8K +257 +8%
SAM
1644
Satovsky Asset Management
New York
$344K +$2.5K +27 +0.8%
SWM
1645
Stronghold Wealth Management
Florida
$343K -$8.6K -93 -3%
FCA
1646
FLC Capital Advisors
California
$342K -$370 -4 -0.1%
MS
1647
Madden Securities
Texas
$340K – – –
GSWA
1648
Good Steward Wealth Advisors
Tennessee
$339K -$5.64K -61 -2%
CWM
1649
Cabot Wealth Management
Massachusetts
$338K -$46.3K -500 -12%
SLT
1650
St Louis Trust
Missouri
$338K – – –
64 65
66
67 68