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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1801
Morton Brown Family Wealth
Pennsylvania
$25.5K – – –
SIC
1802
SJS Investment Consulting
Ohio
$25.1K – – –
NL
1803
NVWM LLC
Pennsylvania
$24.6K +$379 +5 +2%
ATC
1804
Advantage Trust Company
Kansas
$23.3K – – –
TCPG
1805
Trivant Custom Portfolio Group
California
$23.3K – – –
CCMI
1806
Creative Capital Management Investments
California
$23.3K +$22.7K +300 New
POIA
1807
Pin Oak Investment Advisors
Texas
$23K – – –
TCG
1808
Transcendent Capital Group
Oklahoma
$22.9K +$1.21K +16 +6%
KFS
1809
Kelly Financial Services
Massachusetts
$22.9K +$227 +3 +1%
CIAS
1810
CBIZ Investment Advisory Services
Ohio
$22.1K +$76 +1 +0.4%
FFA
1811
Fairfield Financial Advisors
Massachusetts
$21.7K +$21.2K +280 New
MWA
1812
MFA Wealth Advisors
Pennsylvania
$20.5K +$20K +264 New
CCM
1813
Chilton Capital Management
Texas
$20.2K -$5.83K -77 -23%
FP
1814
Financial Perspectives
Minnesota
$19.9K – – –
KFI
1815
Key Financial Inc
Pennsylvania
$19.9K – – –
CYG
1816
Clean Yield Group
Vermont
$19.4K – – –
MWA
1817
Miller Wealth Advisors
Colorado
$19.4K – – –
CBT
1818
Central Bank & Trust
Kentucky
$19.4K – – –
WWM
1819
Wolff Wiese Magana
California
$18.9K – – –
PWMG
1820
Prestige Wealth Management Group
New Jersey
$18.5K -$8.87K -117 -33%
WAM
1821
WFA Asset Management
Wisconsin
$18K – – –
T
1822
Tidemark
California
$17.5K – – –
NECFA
1823
New England Capital Financial Advisors
Connecticut
$17.4K +$152 +2 +0.9%
CWM
1824
CarsonAllaria Wealth Management
Illinois
$16.6K -$7.58K -100 -32%
WAS
1825
Winch Advisory Services
Wisconsin
$16.6K -$5.23K -69 -24%
71 72
73
74 75