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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1826
Strategic Financial Services
New York
$262K -$2.92K -31 -1%
GPWM
1827
Grant Private Wealth Management
California
$262K +$51.7K +549 +25%
DT
1828
DV Trading
Illinois
$262K +$21.9K +233 +9%
SAM
1829
Sompo Asset Management
Japan
$261K -$11.3K -120 -4%
GA
1830
Goldstein Advisors
Wisconsin
$261K +$37.3K +396 +17%
SFSG
1831
Sound Financial Strategies Group
Mississippi
$260K – – –
DBIA
1832
Dumont & Blake Investment Advisors
New Jersey
$260K +$256K +2,721 New
PBC
1833
Pavion Blue Capital
California
$260K – – –
BWM
1834
Baron Wealth Management
Michigan
$260K +$3.86K +41 +2%
MWP
1835
Meriwether Wealth & Planning
Louisiana
$260K +$4.71K +50 +2%
CWMK
1836
Caliber Wealth Management (Kansas)
Kansas
$259K +$255K +2,710 New
OL
1837
Optas LLC
Texas
$259K +$2.82K +30 +1%
CCM
1838
Crew Capital Management
Ohio
$258K – – –
HW
1839
HORAN Wealth
Ohio
$258K -$303K -3,219 -54%
BLFG
1840
Brian Low Financial Group
Louisiana
$258K +$25.6K +272 +11%
4WM
1841
44 Wealth Management
Oregon
$258K -$12.8K -136 -5%
NRW
1842
Nova R Wealth
Kansas
$257K +$3.77K +40 +2%
SS
1843
STG Securities
New York
$257K +$252K +2,680 New
CW
1844
Code Waechter
Florida
$256K +$3.11K +33 +1%
RRWA
1845
Rainey & Randall Wealth Advisors
Florida
$256K – – –
OWA
1846
Octavia Wealth Advisors
Ohio
$256K -$13.1K -139 -5%
CGFA
1847
Colton Groome Financial Advisors
North Carolina
$256K +$42.3K +449 +20%
NCM
1848
Noesis Capital Mangement
Florida
$256K – – –
WA
1849
Waterford Advisors
New York
$256K – – –
RAM
1850
Readystate Asset Management
Illinois
$256K +$251K +2,670 New
72 73
74
75 76