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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
1926
Alliance Wealth Advisors (Utah)
Utah
$234K +$231K +2,450 New
TP
1927
Thayer Partners
Pennsylvania
$234K +$13.9K +148 +6%
OPF
1928
Old Peak Finance
North Carolina
$234K +$230K +2,446 New
HIG
1929
Heritage Investment Group
Florida
$234K – – –
SPWM
1930
Spartan Planning & Wealth Management
North Carolina
$233K +$14.4K +153 +7%
BS
1931
Brighton Securities
New York
$232K -$14.1K -150 -6%
CS
1932
Cannell & Spears
New York
$232K +$565 +6 +0.2%
VCP
1933
Verus Capital Partners
Arizona
$232K -$11.6K -123 -5%
S
1934
Sunpointe
Missouri
$232K +$1.04K +11 +0.5%
WCM
1935
Wedge Capital Management
North Carolina
$232K +$228K +2,423 New
LOIP
1936
Live Oak Investment Partners
Texas
$232K – – –
CPA
1937
Capital Performance Advisors
California
$232K -$54.4K -578 -19%
SC
1938
Sapient Capital
Indiana
$232K -$280K -2,978 -55%
FFP
1939
Forbes Financial Planning
Rhode Island
$230K – – –
TW
1940
Traveka Wealth
California
$230K +$6.5K +69 +3%
IWP
1941
Innova Wealth Partners
Pennsylvania
$229K -$3.2K -34 -1%
AI
1942
Axecap Investments
Ohio
$229K +$1.04K +11 +0.5%
CRI
1943
Colonial River Investments
Virginia
$229K -$1.98K -21 -0.9%
GSB
1944
Greenfield Savings Bank
Massachusetts
$229K – – –
PIFP
1945
Partners in Financial Planning
Virginia
$228K – – –
PWS
1946
Pursuit Wealth Strategies
North Carolina
$228K -$4.33K -46 -2%
MLFP
1947
MPS Loria Financial Planners
Illinois
$227K – – –
WA
1948
Wealth Architects
California
$227K +$2.35K +25 +1%
SWM
1949
Steinberganna Wealth Management
New York
$226K +$1.88K +20 +0.9%
MCM
1950
Manchester Capital Management
Vermont
$226K -$188 -2 -0.1%
76 77
78
79 80