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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1701
AA Financial Advisors
Ohio
$313K -$71.3K -757 -19%
LGW
1702
Leslie Global Wealth
Illinois
$313K -$13.2K -140 -4%
FAT
1703
First American Trust
California
$312K +$565 +6 +0.2%
MNBTD
1704
Moody National Bank Trust Division
Texas
$311K -$4.33K -46 -1%
CIA
1705
Choate Investment Advisors
Massachusetts
$311K – – –
CCT
1706
Capital City Trust
Florida
$308K -$1.88K -20 -0.6%
WCFA
1707
Walkner Condon Financial Advisors
Wisconsin
$307K +$15K +159 +5%
BWM
1708
Biltmore Wealth Management
Arizona
$307K +$188 +2 +0.1%
FIC
1709
FCG Investment Company
Tennessee
$307K +$17.9K +190 +6%
PCA
1710
Private Capital Advisors
Connecticut
$306K – – –
GPW
1711
Genesis Private Wealth
Virginia
$306K -$1.79K -19 -0.6%
SWP
1712
Summit Wealth Partners
Florida
$305K -$28.2K -300 -9%
MA
1713
MJP Associates
Connecticut
$305K -$92.5K -983 -24%
AFM
1714
Armstrong Fleming & Moore
District of Columbia
$304K -$65.9K -700 -18%
LGG
1715
Luts & Greenleigh Group
Maryland
$303K +$17.1K +182 +6%
EWS
1716
Eagle Wealth Strategies
New Jersey
$303K – – –
HWP
1717
Highline Wealth Partners
California
$303K +$232K +2,469 +355%
CWM
1718
Compass Wealth Management
Connecticut
$301K +$297K +3,150 New
FPGK
1719
Financial Partners Group (Kansas)
Kansas
$301K +$1.32K +14 +0.4%
PFS
1720
Prospect Financial Services
New York
$301K – – –
BBNB
1721
Baker Boyer National Bank
Washington
$301K +$10.2K +108 +4%
ACM
1722
Aurdan Capital Management
Pennsylvania
$300K -$753 -8 -0.3%
CFP
1723
Curran Financial Partners
South Carolina
$299K +$8.94K +95 +3%
GFP
1724
Gryphon Financial Partners
Ohio
$299K +$16.9K +180 +6%
XWL
1725
XXI Wealth LLC
Illinois
$298K +$2.35K +25 +0.8%
67 68
69
70 71