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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1801
Ipsen Advisor Group
Arkansas
$270K +$659 +7 +0.2%
AWM
1802
Angeles Wealth Management
California
$270K +$7.25K +77 +3%
AW
1803
Alteri Wealth
California
$269K +$659 +7 +0.2%
GDP
1804
Great Diamond Partners
Maine
$268K -$659 -7 -0.2%
PFS
1805
Physicians Financial Services
North Carolina
$268K – – –
WG
1806
Wealth Group
North Carolina
$268K +$14.3K +152 +6%
MO
1807
McMillan Office
Michigan
$268K – – –
FDW
1808
Fourth Dimension Wealth
Ohio
$268K +$242K +2,572 +1,143%
GL
1809
Gerber LLC
Ohio
$267K +$471 +5 +0.2%
MAA
1810
Mraz Amerine & Associates
California
$267K – – –
FGWP
1811
Founders Grove Wealth Partners
Virginia
$267K -$24.1K -256 -8%
VMMC
1812
V.M. Manning & Co
South Carolina
$267K +$262K +2,785 New
EA
1813
Enclave Advisors
Texas
$266K +$3.95K +42 +2%
BWL
1814
Bogart Wealth LLC
Virginia
$266K +$49.5K +526 +23%
EF
1815
Evanson Financial
Virginia
$266K +$262K +2,779 New
PWC
1816
PYA Waltman Capital
Tennessee
$266K +$9.41K +100 +4%
PCA
1817
Prosperity Capital Advisors
Ohio
$266K +$15.8K +168 +6%
PHIC
1818
Pine Haven Investment Counsel
Massachusetts
$265K – – –
RWP
1819
Revolve Wealth Partners
New Jersey
$265K +$23.3K +248 +10%
GWM
1820
Glass Wealth Management
Texas
$265K -$8.47K -90 -3%
OMIC
1821
Old Mission Investment Co
Michigan
$265K +$261K +2,768 New
BAM
1822
Boyar Asset Management
New York
$265K – – –
NB
1823
Northwest Bancshares
Pennsylvania
$264K – – –
FCA
1824
Fortis Capital Advisors
Kansas
$264K +$28.4K +302 +12%
LCM
1825
Liberty Capital Management
Michigan
$263K +$258K +2,744 New
71 72
73
74 75