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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1876
TruNorth Capital Management
Michigan
$49.1K +$3.5K +41 +8%
SHF
1877
Safe Harbor Fiduciary
Florida
$48.8K +$46.2K +541 New
CFFP
1878
Center for Financial Planning
Michigan
$48.7K – – –
QL
1879
Quarry LP
New York
$48.6K +$46K +539 New
MWA
1880
Moser Wealth Advisors
Washington
$48.4K – – –
JWA
1881
JFS Wealth Advisors
Pennsylvania
$47.5K +$598 +7 +1%
CAL
1882
Capital Analysts LLC
Pennsylvania
$47K – – –
RA
1883
Rational Advisors
New York
$46.7K -$6.32K -74 -13%
TLA
1884
Tanglewood Legacy Advisors
Texas
$45.8K – – –
WBC
1885
West Branch Capital
Massachusetts
$45.2K +$11K +129 +35%
YAL
1886
Your Advocates Ltd
Texas
$45.1K -$8.54K -100 -17%
AWM
1887
AllSquare Wealth Management
New York
$45.1K – – –
AWM
1888
Atticus Wealth Management
Florida
$45.1K – – –
HSA
1889
Hussman Strategic Advisors
Maryland
$45.1K – – –
TIM
1890
Tortoise Investment Management
New York
$44.2K – – –
SIS
1891
Strategic Investment Solutions
Illinois
$43.2K -$31K -363 -43%
SWM
1892
Sanctuary Wealth Management
Idaho
$43K – – –
VF
1893
VitalStone Financial
Texas
$42.7K – – –
JFA
1894
JNBA Financial Advisors
Minnesota
$42.6K -$2.9K -34 -7%
BIA
1895
Bell Investment Advisors
California
$41.8K +$1.2K +14 +3%
APC
1896
Aspire Private Capital
North Carolina
$41.8K -$6.92K -81 -15%
VAMG
1897
Voisard Asset Management Group
Michigan
$41.4K +$1.28K +15 +3%
C
1898
Covestor
United Kingdom
$41K – – –
WOSD
1899
WFA of San Diego
California
$40.6K – – –
NCM
1900
Northwest Capital Management
Oregon
$40.5K – – –
74 75
76
77 78