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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1751
NVWM LLC
Pennsylvania
$22.4K -$1.24K -18 -5%
POIA
1752
Pin Oak Investment Advisors
Texas
$22K – – –
ATC
1753
Advantage Trust Company
Kansas
$21.5K – – –
CWAF
1754
Core Wealth Advisors (Florida)
Florida
$21.5K – – –
TCPG
1755
Trivant Custom Portfolio Group
California
$21.5K – – –
KFS
1756
Kelly Financial Services
Massachusetts
$21K +$207 +3 +1%
WAS
1757
Winch Advisory Services
Wisconsin
$20.3K +$5.04K +73 +35%
CIAS
1758
CBIZ Investment Advisory Services
Ohio
$20.3K +$19.5K +283 New
DF
1759
Dunhill Financial
United Kingdom
$20.1K +$897 +13 +5%
TCG
1760
Transcendent Capital Group
Oklahoma
$20K – – –
S
1761
Sachetta
Massachusetts
$19.8K – – –
FP
1762
Financial Perspectives
Minnesota
$18.4K – – –
KFI
1763
Key Financial Inc
Pennsylvania
$18.4K +$14.6K +211 +469%
CBT
1764
Central Bank & Trust
Kentucky
$17.9K – – –
CYG
1765
Clean Yield Group
Vermont
$17.9K – – –
MWA
1766
Miller Wealth Advisors
Colorado
$17.9K – – –
WWM
1767
Wolff Wiese Magana
California
$17.5K +$414 +6 +3%
WAM
1768
WFA Asset Management
Wisconsin
$16.6K -$18.4K -266 -53%
T
1769
Tidemark
California
$16.1K – – –
NECFA
1770
New England Capital Financial Advisors
Connecticut
$15.9K +$138 +2 +0.9%
EBA
1771
Eagle Bay Advisors
New York
$15.3K -$897 -13 -6%
LCM
1772
Logan Capital Management
Pennsylvania
$15.1K – – –
VAG
1773
VisionPoint Advisory Group
Texas
$14.6K – – –
CBT
1774
CoreFirst Bank & Trust
Kansas
$14.3K – – –
EL
1775
EMFO LLC
Florida
$14.3K – – –
69 70
71
72 73