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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1926
Bogart Wealth LLC
Virginia
$176K +$23.4K +260 +16%
CFD
1927
Creative Financial Designs
Indiana
$173K -$42.6K -474 -20%
GWP
1928
Gen-Wealth Partners
Michigan
$172K -$3.59K -40 -2%
RA
1929
Ransom Advisory
Rhode Island
$171K – – –
FFO
1930
Fortitude Family Office
Arizona
$171K +$64.5K +718 +63%
CAL
1931
Capital Advisors Ltd
Ohio
$170K – – –
PWM
1932
Proathlete Wealth Management
Florida
$163K +$898 +10 +0.6%
RFG
1933
REAP Financial Group
Texas
$160K +$69.8K +777 +80%
SCM
1934
Silvant Capital Management
Georgia
$159K – – –
RWM
1935
RMG Wealth Management
Wisconsin
$157K +$150K +1,672 New
SAM
1936
S.A. Mason
Michigan
$157K +$10.8K +120 +8%
MWA
1937
Medallion Wealth Advisors
Connecticut
$156K – – –
HIA
1938
Harbor Investment Advisory
Maryland
$155K -$4.94K -55 -3%
MCM
1939
MV Capital Management
Maryland
$152K -$1.17K -13 -0.8%
HFM
1940
Harvest Fund Management
China
$147K -$71.7K -798 -33%
DMBA
1941
Deseret Mutual Benefit Administrators
Utah
$143K – – –
VNA
1942
Valley National Advisers
Pennsylvania
$143K +$39.2K +436 +39%
CB
1943
Community Bank
New York
$142K – – –
WT
1944
Whittier Trust
California
$138K +$28K +312 +26%
FMP
1945
Financial Management Professionals
Texas
$138K +$1.98K +22 +1%
APW
1946
Acima Private Wealth
Virginia
$138K – – –
MSFP
1947
Mark Sheptoff Financial Planning
Connecticut
$137K +$3.59K +40 +3%
BC
1948
Barrett & Company
Rhode Island
$136K – – –
RDFA
1949
Ritter Daniher Financial Advisory
Ohio
$133K +$98.8K +1,100 +314%
TFA
1950
Toth Financial Advisory
Virginia
$127K -$17.5K -195 -12%
76 77
78
79 80