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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1701
Independent Advisor Alliance
North Carolina
$7.71K +$519K +7,758 +8%
KFP
1702
KB Financial Partners
New Jersey
$7K – – –
SC
1703
Sierra Capital
Florida
$7K – – –
NMG
1704
New Millennium Group
Utah
$6.28K – – –
FFC
1705
First Financial Corp
Indiana
$6.07K – – –
PP
1706
Paloma Partners
Connecticut
$5.86K +$5.48K +82 New
AWM
1707
Avior Wealth Management
Nebraska
$5.38K +$67 +1 +1%
PPWM
1708
PFG Private Wealth Management
Florida
$5K – – –
WWP
1709
WR Wealth Planners
Missouri
$5K -$8.69K -130 -65%
BC
1710
Barrett & Company
Rhode Island
$4.71K – – –
HFM
1711
Harvest Fund Management
China
$4K -$7.49K -112 -64%
LAM
1712
Lakewood Asset Management
Illinois
$4K +$3.34K +50 New
PS
1713
PayPay Securities
Japan
$3.71K +$3.48K +52 New
GI
1714
GS Investments
Minnesota
$3.64K – – –
CCM
1715
Cribstone Capital Management
Maine
$3.57K +$3.34K +50 New
DWMG
1716
DB Wealth Management Group
California
$3.57K +$3.34K +50 New
ACA
1717
Atlas Capital Advisors
Wyoming
$3.36K – – –
PP
1718
PFS Partners
New Jersey
$3.03K – – –
MUMSS
1719
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$133K -1,990 -98%
KFI
1720
Key Financial Inc
Pennsylvania
$2.92K – – –
TCWA
1721
Ten Capital Wealth Advisors
Washington
$2.86K +$1.2K +18 +82%
DI
1722
Disciplined Investments
Oklahoma
$2.79K -$29.3K -438 -92%
HCM
1723
Hollencrest Capital Management
California
$2.14K +$2.01K +30 New
APF
1724
Alaska Permanent Fund
Alaska
$2K – – –
WA
1725
WestEnd Advisors
North Carolina
$1.64K +$401 +6 +35%
67 68
69
70 71