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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1876
Accredited Investors
Minnesota
$220K – – –
BDF
1877
Black Diamond Financial
Maryland
$220K +$217K +2,326 New
SCG
1878
Sonata Capital Group
Washington
$220K – – –
TWM
1879
Tanglewood Wealth Management
Texas
$220K +$217K +2,321 New
SLWA
1880
San Luis Wealth Advisors
California
$220K +$216K +2,319 New
RHIG
1881
R.H. Investment Group
Arizona
$220K -$14K -150 -6%
CSA
1882
Cottage Street Advisors
Massachusetts
$219K +$217K +2,325 New
NCM
1883
Noesis Capital Mangement
Florida
$219K – – –
SWM
1884
Steinberganna Wealth Management
New York
$219K +$215K +2,308 New
PL
1885
Parthenon LLC
Kentucky
$219K – – –
BFF
1886
Byrne Financial Freedom
Massachusetts
$219K -$16.5K -177 -7%
AFA
1887
AllGen Financial Advisors
Florida
$218K – – –
TF
1888
Tudor Financial
Ohio
$218K +$93 +1 +0%
FWA
1889
FSM Wealth Advisors
Ohio
$218K +$215K +2,299 New
ACM
1890
Alamar Capital Management
California
$218K – – –
CWM
1891
Copia Wealth Management
Oregon
$217K +$9.34K +100 +5%
WS
1892
Wela Strategies
Georgia
$217K -$81.1K -869 -27%
PMSA
1893
Patrick M. Sweeney & Associates
Illinois
$217K – – –
PCM
1894
Prelude Capital Management
New York
$217K +$214K +2,291 New
FA
1895
FDx Advisors
Illinois
$217K -$14.1K -151 -6%
AA
1896
ACT Advisors
North Carolina
$216K +$934 +10 +0.4%
CWM
1897
Crowley Wealth Management
Delaware
$216K – – –
PFA
1898
Presper Financial Architects
Ohio
$216K +$9.34K +100 +5%
CFO
1899
CVA Family Office
Colorado
$215K +$1.87K +20 +0.9%
GSCM
1900
Greenfield Seitz Capital Management
Texas
$215K – – –
74 75
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77 78