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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1826
Bogart Wealth LLC
Virginia
$266K +$49.5K +526 +23%
EF
1827
Evanson Financial
Virginia
$266K +$262K +2,779 New
PWC
1828
PYA Waltman Capital
Tennessee
$266K +$9.41K +100 +4%
PCA
1829
Prosperity Capital Advisors
Ohio
$266K +$15.8K +168 +6%
PHIC
1830
Pine Haven Investment Counsel
Massachusetts
$265K – – –
RWP
1831
Revolve Wealth Partners
New Jersey
$265K +$23.3K +248 +10%
GWM
1832
Glass Wealth Management
Texas
$265K -$8.47K -90 -3%
OMIC
1833
Old Mission Investment Co
Michigan
$265K – – –
BAM
1834
Boyar Asset Management
New York
$265K – – –
NB
1835
Northwest Bancshares
Pennsylvania
$264K – – –
FCA
1836
Fortis Capital Advisors
Kansas
$264K +$28.4K +302 +12%
LCM
1837
Liberty Capital Management
Michigan
$263K +$258K +2,744 New
SFS
1838
Strategic Financial Services
New York
$262K -$2.92K -31 -1%
GPWM
1839
Grant Private Wealth Management
California
$262K +$51.7K +549 +25%
DT
1840
DV Trading
Illinois
$262K +$21.9K +233 +9%
SAM
1841
Sompo Asset Management
Japan
$261K -$11.3K -120 -4%
GA
1842
Goldstein Advisors
Wisconsin
$261K +$37.3K +396 +17%
SFSG
1843
Sound Financial Strategies Group
Mississippi
$260K – – –
DBIA
1844
Dumont & Blake Investment Advisors
New Jersey
$260K +$256K +2,721 New
PBC
1845
Pavion Blue Capital
California
$260K – – –
BWM
1846
Baron Wealth Management
Michigan
$260K +$3.86K +41 +2%
MWP
1847
Meriwether Wealth & Planning
Louisiana
$260K +$4.71K +50 +2%
CWMK
1848
Caliber Wealth Management (Kansas)
Kansas
$259K +$255K +2,710 New
OL
1849
Optas LLC
Texas
$259K +$2.82K +30 +1%
CCM
1850
Crew Capital Management
Ohio
$258K – – –
72 73
74
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