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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1926
CGC Financial Services
Oregon
$26.4K +$19.9K +233 +388%
CIAS
1927
CBIZ Investment Advisory Services
Ohio
$25.7K +$85 +1 +0.4%
FFA
1928
Fairfield Financial Advisors
Massachusetts
$25.4K +$171 +2 +0.7%
KFI
1929
Key Financial Inc
Pennsylvania
$24.3K +$1.11K +13 +5%
MWA
1930
MFA Wealth Advisors
Pennsylvania
$23.8K – – –
MWA
1931
Miller Wealth Advisors
Colorado
$23.2K – – –
FP
1932
Financial Perspectives
Minnesota
$23.1K – – –
WWM
1933
Wolff Wiese Magana
California
$22K – – –
PWMG
1934
Prestige Wealth Management Group
New Jersey
$21.5K – – –
WAM
1935
WFA Asset Management
Wisconsin
$20.9K – – –
NECFA
1936
New England Capital Financial Advisors
Connecticut
$20.3K +$85 +1 +0.4%
T
1937
Tidemark
California
$20.3K – – –
PS
1938
Planned Solutions
California
$20K +$19K +222 New
WAS
1939
Winch Advisory Services
Wisconsin
$19.4K +$171 +2 +0.9%
CWM
1940
CarsonAllaria Wealth Management
Illinois
$19.4K +$85 +1 +0.5%
FNWA
1941
Financial Network Wealth Advisors
Utah
$19.4K +$940 +11 +5%
CWM
1942
Cedar Wealth Management
California
$19K -$28.5K -334 -61%
LCM
1943
Logan Capital Management
Pennsylvania
$18.9K – – –
HC
1944
Hoese & Co
Minnesota
$18K – – –
CBT
1945
CoreFirst Bank & Trust
Kansas
$18K +$17.1K +200 New
CJL
1946
Cyrus J. Lawrence
New York
$18K – – –
TFGT
1947
TS Financial Group (TSFG)
Illinois
$18K – – –
NAAA
1948
New Age Alpha Advisors
New York
$17.4K +$16.5K +193 New
HFS
1949
Horizon Financial Services
North Carolina
$17.1K – – –
TVWM
1950
Tower View Wealth Management
Wisconsin
$16.8K +$85 +1 +0.5%
76 77
78
79 80