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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1701
HighMark Wealth Management
Minnesota
$50.1K +$6.46K +94 +15%
AW
1702
Avion Wealth
Texas
$50K -$105K -1,532 -68%
AWM
1703
Atticus Wealth Management
Florida
$49.1K +$3.37K +49 +8%
FCMT
1704
Founders Capital Management (Texas)
Texas
$49.1K – – –
CH
1705
Canton Hathaway
Rhode Island
$49K – – –
LSA
1706
Leonteq Securities AG
Switzerland
$48.1K +$4.39K +64 +10%
HB
1707
Horizon Bancorp
Indiana
$47K – – –
WPWM
1708
Western Pacific Wealth Management
Illinois
$47K +$69 +1 +0.1%
CWM
1709
CarsonAllaria Wealth Management
Illinois
$46.9K -$14.9K -217 -25%
GTAM
1710
Global Trust Asset Management
Florida
$46.5K – – –
YAL
1711
Your Advocates Ltd
Texas
$45.6K – – –
CTC
1712
Cetera Trust Company
Minnesota
$45.6K +$44.6K +650 New
PSB
1713
Piscataqua Savings Bank
New Hampshire
$44.9K – – –
WTG
1714
West Tower Group
Virginia
$44.7K -$2.06K -30 -4%
RA
1715
Rational Advisors
New York
$43.8K -$149K -2,170 -78%
HCM
1716
Highlander Capital Management
New Jersey
$43.5K – – –
WB
1717
Webster Bank
Connecticut
$41.8K – – –
CWA
1718
Carolina Wealth Advisors
South Carolina
$41.7K – – –
SCA
1719
Stuart Chaussee & Associates
California
$41.2K – – –
APC
1720
Aspire Private Capital
North Carolina
$41K -$4.46K -65 -10%
RFS
1721
Richardson Financial Services
Massachusetts
$39.1K +$38.3K +558 New
CSWM
1722
Cassady Schiller Wealth Management
Ohio
$39K +$12.1K +176 +46%
TCM
1723
TD Capital Management
Tennessee
$38.3K – – –
PWMG
1724
Prestige Wealth Management Group
New Jersey
$38.2K – – –
MWA
1725
Moser Wealth Advisors
Washington
$37.7K – – –
67 68
69
70 71