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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1701
Flaharty Asset Management
Florida
$314K -$102K -1,100 -25%
CCT
1702
Capital City Trust
Florida
$313K -$7.4K -80 -2%
QPWM
1703
Quadrant Private Wealth Management
Pennsylvania
$311K +$22.8K +247 +8%
GPW
1704
Genesis Private Wealth
Virginia
$311K -$3.7K -40 -1%
BWM
1705
Biltmore Wealth Management
Arizona
$309K +$185 +2 +0.1%
PCA
1706
Private Capital Advisors
Connecticut
$309K – – –
KLCM
1707
KG&L Capital Management
Louisiana
$307K -$81.9K -885 -21%
BIG
1708
Brookwood Investment Group
Arizona
$307K -$29.3K -317 -9%
WI
1709
Wedgewood Investors
Pennsylvania
$307K -$1.85K -20 -0.6%
EWS
1710
Eagle Wealth Strategies
New Jersey
$306K +$925 +10 +0.3%
TCWM
1711
Total Clarity Wealth Management
Illinois
$305K -$11K -119 -4%
MFA
1712
Mayflower Financial Advisors
Massachusetts
$304K +$50.2K +543 +21%
ZF
1713
Zhang Financial
Michigan
$304K -$3.98K -43 -1%
ACM
1714
Aurdan Capital Management
Pennsylvania
$304K +$740 +8 +0.3%
PFS
1715
Prospect Financial Services
New York
$304K – – –
NSG
1716
Nalls Sherbakoff Group
Tennessee
$303K -$1.85K -20 -0.6%
CFM
1717
Catalyst Funds Management
Australia
$303K +$290K +3,139 New
PFWA
1718
Paces Ferry Wealth Advisors
Georgia
$303K -$16.7K -180 -5%
FPGK
1719
Financial Partners Group (Kansas)
Kansas
$303K +$8.14K +88 +3%
LAM
1720
LOM Asset Management
$301K -$9.25K -100 -3%
DA
1721
Drake & Associates
Wisconsin
$300K -$108K -1,166 -27%
UCB
1722
United Community Bank
South Carolina
$299K -$66.4K -718 -19%
BFA
1723
Brendel Financial Advisors
New Hampshire
$299K – – –
CPA
1724
Capital Planning Advisors
California
$299K +$2.13K +23 +0.7%
VWM
1725
Vermillion Wealth Management
Minnesota
$299K +$5.09K +55 +2%
67 68
69
70 71