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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1701
Grandview Asset Management
Pennsylvania
$246K +$262K +2,989 New
WTFG
1702
Wood Tarver Financial Group
Idaho
$246K +$263K +2,996 New
GWM
1703
Gray Wealth Management
Maine
$246K -$702 -8 -0.3%
VWM
1704
Vermillion Wealth Management
Minnesota
$245K +$261K +2,979 New
LGG
1705
Luts & Greenleigh Group
Maryland
$245K +$2.46K +28 +1%
BONH
1706
Bank of New Hampshire
New Hampshire
$244K – – –
MEAC
1707
M.E. Allison & Co
Texas
$243K +$259K +2,956 New
BWG
1708
Berry Wealth Group
Texas
$243K +$1.23K +14 +0.5%
BB
1709
Berkshire Bank
Massachusetts
$243K +$16.2K +185 +7%
JIC
1710
Joel Isaacson & Co
New York
$243K +$1.23K +14 +0.5%
IAG
1711
Ipsen Advisor Group
Arkansas
$242K +$258K +2,941 New
ECM
1712
Exchange Capital Management
Michigan
$242K -$8.77K -100 -3%
AW
1713
Alteri Wealth
California
$242K +$257K +2,934 New
BIP
1714
Blueprint Investment Partners
North Carolina
$241K -$21.9K -250 -8%
HIC
1715
Harvey Investment Company
Kentucky
$241K – – –
SC
1716
Stephens Consulting
Michigan
$241K +$45K +513 +21%
AA
1717
Armis Advisers
Georgia
$241K +$256K +2,923 New
FWM
1718
Forefront Wealth Management
Pennsylvania
$240K +$256K +2,913 New
AIM
1719
Advyzon Investment Management
Illinois
$240K +$255K +2,910 New
BFA
1720
Buttonwood Financial Advisors
Maryland
$239K -$47.3K -539 -16%
IA
1721
Intellus Advisors
Florida
$239K +$255K +2,902 New
BFF
1722
Byrne Financial Freedom
Massachusetts
$239K +$255K +2,901 New
GIA
1723
Gateway Investment Advisers
Ohio
$239K -$43K -490 -14%
OL
1724
OneFund LLC
Florida
$238K +$2.02K +23 +0.8%
OWA
1725
Octavia Wealth Advisors
Ohio
$238K -$22.6K -258 -8%
67 68
69
70 71