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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
1951
Measured Wealth Private Client Group
New Hampshire
$195K +$192K +2,054 New
TTIC
1952
Tower Trust & Investment Company
Iowa
$190K – – –
SPF
1953
South Plains Financial
Texas
$190K -$28K -300 -13%
OSNBOA
1954
Old Second National Bank of Aurora
Illinois
$189K -$6.07K -65 -3%
OCM
1955
Osterweis Capital Management
California
$188K – – –
BWL
1956
Bogart Wealth LLC
Virginia
$184K +$1.96K +21 +1%
CIR
1957
Clear Investment Research
Georgia
$182K +$93 +1 +0.1%
SSG
1958
Summit Securities Group
New York
$180K +$108K +1,156 +156%
TWM
1959
Tripletail Wealth Management
Florida
$180K +$175K +1,879 New
RA
1960
Ransom Advisory
Rhode Island
$177K – – –
CAL
1961
Capital Advisors Ltd
Ohio
$175K – – –
PWM
1962
Proathlete Wealth Management
Florida
$169K +$934 +10 +0.6%
CIAM
1963
Caitong International Asset Management
Hong Kong
$167K +$164K +1,762 New
CCA
1964
Catalyst Capital Advisors
New York
$165K +$35.3K +378 +28%
SAM
1965
S.A. Mason
Michigan
$164K +$2.33K +25 +1%
SCM
1966
Silvant Capital Management
Georgia
$164K – – –
RWM
1967
RMG Wealth Management
Wisconsin
$163K – – –
MWA
1968
Medallion Wealth Advisors
Connecticut
$161K – – –
FFO
1969
Fortitude Family Office
Arizona
$159K -$17.1K -183 -10%
MCM
1970
MV Capital Management
Maryland
$157K – – –
LSA
1971
Leonteq Securities AG
Switzerland
$156K +$79.2K +848 +106%
RFG
1972
REAP Financial Group
Texas
$152K -$12.7K -136 -8%
HFM
1973
Harvest Fund Management
China
$152K – – –
VNA
1974
Valley National Advisers
Pennsylvania
$152K +$4.48K +48 +3%
GWP
1975
Gen-Wealth Partners
Michigan
$151K -$26.4K -283 -15%
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79
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