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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1701
Genesis Private Wealth
Virginia
$306K -$1.79K -19 -0.6%
SWP
1702
Summit Wealth Partners
Florida
$305K -$28.2K -300 -9%
MA
1703
MJP Associates
Connecticut
$305K -$92.5K -983 -24%
AFM
1704
Armstrong Fleming & Moore
District of Columbia
$304K -$65.9K -700 -18%
LGG
1705
Luts & Greenleigh Group
Maryland
$303K +$17.1K +182 +6%
EWS
1706
Eagle Wealth Strategies
New Jersey
$303K – – –
HWP
1707
Highline Wealth Partners
California
$303K +$232K +2,469 +355%
CWM
1708
Compass Wealth Management
Connecticut
$301K +$297K +3,150 New
FPGK
1709
Financial Partners Group (Kansas)
Kansas
$301K +$1.32K +14 +0.4%
PFS
1710
Prospect Financial Services
New York
$301K – – –
BBNB
1711
Baker Boyer National Bank
Washington
$301K +$10.2K +108 +4%
ACM
1712
Aurdan Capital Management
Pennsylvania
$300K -$753 -8 -0.3%
CFP
1713
Curran Financial Partners
South Carolina
$299K +$8.94K +95 +3%
GFP
1714
Gryphon Financial Partners
Ohio
$299K +$16.9K +180 +6%
XWL
1715
XXI Wealth LLC
Illinois
$298K +$2.35K +25 +0.8%
BFA
1716
Brendel Financial Advisors
New Hampshire
$297K – – –
SN
1717
Sittner & Nelson
Oregon
$297K +$1.22K +13 +0.4%
BFIM
1718
Beese Fulmer Investment Management
Ohio
$296K -$71.6K -760 -20%
FPH
1719
Financial Planning Hawaii
Hawaii
$296K – – –
LA
1720
LexAurum Advisors
Kansas
$296K +$10.7K +114 +4%
FNBTCON
1721
First National Bank & Trust Co of Newtown
Pennsylvania
$296K +$12.8K +136 +5%
KA
1722
KLCM Advisors
Wisconsin
$296K +$1.22K +13 +0.4%
CFO
1723
CVA Family Office
Colorado
$295K +$4.9K +52 +2%
SPA
1724
Sound Portfolio Advisors
Connecticut
$295K – – –
CT
1725
Coastline Trust
Rhode Island
$294K – – –
67 68
69
70 71