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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1851
Addison Advisors
Vermont
$74.5K -$2.9K -34 -4%
IWP
1852
IAG Wealth Partners
Wisconsin
$73.8K – – –
PCWA
1853
Pacific Capital Wealth Advisors
California
$73.5K – – –
CWA
1854
Carolina Wealth Advisors
South Carolina
$72.6K +$18K +211 +36%
VWWMG
1855
Vermillion & White Wealth Management Group
Pennsylvania
$71.2K – – –
S
1856
Sachetta
Massachusetts
$69.7K +$34.2K +400 +107%
RWPA
1857
Richard W. Paul & Associates
Michigan
$69.6K -$9.4K -110 -12%
KSB
1858
Kennebec Savings Bank
Maine
$67.3K +$63.7K +746 New
CB
1859
CNB Bank
Pennsylvania
$67.1K – – –
HWM
1860
HighMark Wealth Management
Minnesota
$64.7K – – –
CH
1861
Canton Hathaway
Rhode Island
$64K – – –
SWA
1862
SOA Wealth Advisors
New York
$61.1K +$256 +3 +0.4%
WPWM
1863
Western Pacific Wealth Management
Illinois
$60.6K +$85 +1 +0.1%
GTAM
1864
Global Trust Asset Management
Florida
$59.8K – – –
WTA
1865
Washington Trust Advisors
Massachusetts
$59.4K +$769 +9 +1%
BHWM
1866
Beaird Harris Wealth Management
Texas
$59.1K -$239K -2,794 -81%
CTC
1867
Cetera Trust Company
Minnesota
$58.6K – – –
RFS
1868
Richardson Financial Services
Massachusetts
$58.3K – – –
PSB
1869
Piscataqua Savings Bank
New Hampshire
$57.7K – – –
MFT
1870
Moisand Fitzgerald Tamayo
Florida
$55.6K -$26.5K -310 -33%
AWM
1871
Activest Wealth Management
Florida
$54.1K +$51.3K +600 New
SCA
1872
Stuart Chaussee & Associates
California
$53K – – –
CSWM
1873
Cassady Schiller Wealth Management
Ohio
$50.1K – – –
CPBTD
1874
Central Pacific Bank - Trust Division
Hawaii
$49.9K – – –
MTIC
1875
Missouri Trust & Investment Company
Missouri
$49.1K -$854 -10 -2%
73 74
75
76 77