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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1726
Capital Planning Advisors
California
$299K +$2.13K +23 +0.7%
VWM
1727
Vermillion Wealth Management
Minnesota
$299K +$5.09K +55 +2%
EPW
1728
Evolve Private Wealth
California
$298K +$286K +3,091 New
FPH
1729
Financial Planning Hawaii
Hawaii
$298K – – –
XWL
1730
XXI Wealth LLC
Illinois
$298K +$41.5K +449 +17%
SN
1731
Sittner & Nelson
Oregon
$298K – – –
SPA
1732
Sound Portfolio Advisors
Connecticut
$297K – – –
KA
1733
KLCM Advisors
Wisconsin
$297K – – –
CT
1734
Coastline Trust
Rhode Island
$297K -$6.01K -65 -2%
CA
1735
Continuum Advisory
Idaho
$296K +$51K +551 +22%
WEG
1736
World Equity Group
Illinois
$296K -$43K -465 -13%
VDC
1737
Van Diest Capital
Iowa
$296K +$38.9K +420 +16%
BAM
1738
Berkshire Asset Management
Pennsylvania
$295K +$283K +3,057 New
LBC
1739
Leigh Baldwin & Co
New York
$295K +$1.02K +11 +0.4%
KWM
1740
Kaydan Wealth Management
Michigan
$294K – – –
WCFA
1741
Walkner Condon Financial Advisors
Wisconsin
$294K -$95.7K -1,034 -25%
MFC
1742
Morris Financial Concepts
South Carolina
$294K -$36.6K -396 -12%
FGWP
1743
Founders Grove Wealth Partners
Virginia
$294K +$51K +551 +22%
OL
1744
OneFund LLC
Florida
$293K -$12.1K -131 -4%
CFP
1745
Curran Financial Partners
South Carolina
$293K +$55.9K +604 +25%
CFO
1746
CVA Family Office
Colorado
$293K +$59.9K +648 +27%
BBNB
1747
Baker Boyer National Bank
Washington
$293K -$361K -3,900 -56%
DAC
1748
Dutch Asset Corp
New York
$293K +$280K +3,032 New
IAMOG
1749
Investors Asset Management of Georgia
Georgia
$293K +$2.68K +29 +1%
SCM
1750
Stevens Capital Management
Pennsylvania
$292K +$280K +3,028 New
68 69
70
71 72