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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1751
Morton Brown Family Wealth
Pennsylvania
$22.5K – – –
NL
1752
NVWM LLC
Pennsylvania
$22.4K -$1.24K -18 -5%
POIA
1753
Pin Oak Investment Advisors
Texas
$22K – – –
ATC
1754
Advantage Trust Company
Kansas
$21.5K – – –
CWAF
1755
Core Wealth Advisors (Florida)
Florida
$21.5K – – –
TCPG
1756
Trivant Custom Portfolio Group
California
$21.5K – – –
KFS
1757
Kelly Financial Services
Massachusetts
$21K +$207 +3 +1%
WAS
1758
Winch Advisory Services
Wisconsin
$20.3K +$5.04K +73 +35%
CIAS
1759
CBIZ Investment Advisory Services
Ohio
$20.3K +$19.5K +283 New
DF
1760
Dunhill Financial
United Kingdom
$20.1K +$897 +13 +5%
TCG
1761
Transcendent Capital Group
Oklahoma
$20K – – –
S
1762
Sachetta
Massachusetts
$19.8K – – –
FP
1763
Financial Perspectives
Minnesota
$18.4K – – –
KFI
1764
Key Financial Inc
Pennsylvania
$18.4K +$14.6K +211 +469%
CBT
1765
Central Bank & Trust
Kentucky
$17.9K – – –
CYG
1766
Clean Yield Group
Vermont
$17.9K – – –
MWA
1767
Miller Wealth Advisors
Colorado
$17.9K – – –
WWM
1768
Wolff Wiese Magana
California
$17.5K +$414 +6 +3%
WAM
1769
WFA Asset Management
Wisconsin
$16.6K -$18.4K -266 -53%
T
1770
Tidemark
California
$16.1K – – –
NECFA
1771
New England Capital Financial Advisors
Connecticut
$15.9K +$138 +2 +0.9%
EBA
1772
Eagle Bay Advisors
New York
$15.3K -$897 -13 -6%
LCM
1773
Logan Capital Management
Pennsylvania
$15.1K – – –
VAG
1774
VisionPoint Advisory Group
Texas
$14.6K – – –
CBT
1775
CoreFirst Bank & Trust
Kansas
$14.3K – – –
69 70
71
72 73