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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1926
Sentinus LLC
Illinois
$236K -$25.3K -274 -10%
VFG
1927
Victory Financial Group
Texas
$235K +$225K +2,434 New
IWP
1928
Innova Wealth Partners
Pennsylvania
$235K -$2.59K -28 -1%
PWS
1929
Pursuit Wealth Strategies
North Carolina
$234K +$1.67K +18 +0.7%
BLFG
1930
Brian Low Financial Group
Louisiana
$234K – – –
FWA
1931
FSM Wealth Advisors
Ohio
$234K +$224K +2,423 New
LOIP
1932
Live Oak Investment Partners
Texas
$234K – – –
CS
1933
Cannell & Spears
New York
$234K +$224K +2,422 New
PIWA
1934
Prevail Innovative Wealth Advisors
Kansas
$233K +$1.02K +11 +0.5%
CFS
1935
Commonwealth Financial Services
West Virginia
$233K +$223K +2,414 New
LIA
1936
LifePlan Investment Advisors
North Carolina
$233K +$223K +2,414 New
CRI
1937
Colonial River Investments
Virginia
$233K -$72.2K -780 -24%
S
1938
Sunpointe
Missouri
$233K +$223K +2,412 New
FFP
1939
Forbes Financial Planning
Rhode Island
$232K – – –
CST
1940
Charles Schwab Trust
Nevada
$232K -$246K -2,660 -53%
BOS
1941
Bank of Stockton
California
$231K +$2.13K +23 +1%
GSB
1942
Greenfield Savings Bank
Massachusetts
$231K – – –
PIFP
1943
Partners in Financial Planning
Virginia
$230K – – –
AI
1944
Axecap Investments
Ohio
$230K +$463 +5 +0.2%
WTC
1945
WhitTier Trust Company
Nevada
$230K -$31.9K -345 -13%
HAS
1946
Holland Advisory Services
Florida
$230K +$2.31K +25 +1%
MLFP
1947
MPS Loria Financial Planners
Illinois
$229K – – –
EIM
1948
Essex Investment Management
Massachusetts
$228K -$2.22K -24 -1%
ACGA
1949
Atlanta Consulting Group Advisors
Georgia
$228K +$2.04K +22 +0.9%
MCM
1950
Manchester Capital Management
Vermont
$228K -$3.42K -37 -2%
76 77
78
79 80