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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1926
Quest 10 Wealth Builders
Virginia
$92.5K +$98.6K +1,124 New
CAL
1927
Capital Advisors Ltd
Ohio
$91K +$88 +1 +0.1%
CSC
1928
Caldwell Sutter Capital
California
$90.9K -$1.67K -19 -2%
IWP
1929
IAG Wealth Partners
Wisconsin
$88.4K +$22.5K +256 +31%
VFM
1930
Vision Financial Markets
Connecticut
$87.9K +$93.7K +1,068 New
BAM
1931
Bellevue Asset Management
Washington
$86.9K +$351 +4 +0.4%
BWAM
1932
Boyd Watterson Asset Management
Ohio
$85.3K – – –
B
1933
Birchbrook
Maine
$85K +$55.4K +632 +158%
BC
1934
Bayforest Capital
United Kingdom
$84.9K +$90.5K +1,031 New
HBW
1935
Hazlett, Burt & Watson
West Virginia
$84K – – –
RPA
1936
Redwood Park Advisors
California
$84K +$89.5K +1,020 New
AG
1937
AmeriFlex Group
Nevada
$82.3K +$86K +980 New
CAL
1938
Capital Analysts LLC
Pennsylvania
$82K +$41.8K +476 +91%
ACA
1939
American Capital Advisory
Idaho
$78.2K -$17.5K -200 -17%
LI
1940
LRI Investments
Florida
$77K -$8.51K -97 -9%
HWM
1941
Hemington Wealth Management
Virginia
$75K +$2.72K +31 +4%
RWPA
1942
Richard W. Paul & Associates
Michigan
$73.7K +$10.8K +123 +16%
WPWM
1943
Western Pacific Wealth Management
Illinois
$73.1K +$18.9K +216 +32%
PIM
1944
Plato Investment Management
Australia
$72.4K -$256K -2,916 -77%
HGERS
1945
Householder Group Estate & Retirement Specialist
Arizona
$71K -$63.6K -725 -45%
KA
1946
Kozak & Associates
Colorado
$67.8K +$614 +7 +0.9%
PCWA
1947
Pacific Capital Wealth Advisors
California
$67.1K – – –
FWA
1948
Flagship Wealth Advisors
Massachusetts
$65.9K +$70.2K +800 New
VWWMG
1949
Vermillion & White Wealth Management Group
Pennsylvania
$65K – – –
AA
1950
Addison Advisors
Vermont
$64.3K -$3.95K -45 -5%
76 77
78
79 80