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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
1876
Quarry LP
New York
$48.6K +$46K +539 New
MWA
1877
Moser Wealth Advisors
Washington
$48.4K – – –
JWA
1878
JFS Wealth Advisors
Pennsylvania
$47.5K +$598 +7 +1%
CAL
1879
Capital Analysts LLC
Pennsylvania
$47K – – –
RA
1880
Rational Advisors
New York
$46.7K -$6.32K -74 -13%
TLA
1881
Tanglewood Legacy Advisors
Texas
$45.8K – – –
WBC
1882
West Branch Capital
Massachusetts
$45.2K +$11K +129 +35%
YAL
1883
Your Advocates Ltd
Texas
$45.1K -$8.54K -100 -17%
AWM
1884
AllSquare Wealth Management
New York
$45.1K – – –
AWM
1885
Atticus Wealth Management
Florida
$45.1K – – –
HSA
1886
Hussman Strategic Advisors
Maryland
$45.1K – – –
TIM
1887
Tortoise Investment Management
New York
$44.2K – – –
SIS
1888
Strategic Investment Solutions
Illinois
$43.2K -$31K -363 -43%
SWM
1889
Sanctuary Wealth Management
Idaho
$43K – – –
VF
1890
VitalStone Financial
Texas
$42.7K – – –
JFA
1891
JNBA Financial Advisors
Minnesota
$42.6K -$2.9K -34 -7%
BIA
1892
Bell Investment Advisors
California
$41.8K +$1.2K +14 +3%
APC
1893
Aspire Private Capital
North Carolina
$41.8K -$6.92K -81 -15%
VAMG
1894
Voisard Asset Management Group
Michigan
$41.4K +$1.28K +15 +3%
C
1895
Covestor
United Kingdom
$41K – – –
WOSD
1896
WFA of San Diego
California
$40.6K – – –
NCM
1897
Northwest Capital Management
Oregon
$40.5K – – –
GKIM
1898
GW&K Investment Management
Massachusetts
$40K +$6.92K +81 +22%
MLA
1899
MB, Levis & Associates
Pennsylvania
$37.8K +$85 +1 +0.2%
PCM
1900
Perritt Capital Management
Illinois
$37.4K +$256 +3 +0.7%
74 75
76
77 78