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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
2026
Peoples Bank (Kansas)
Kansas
$206K – – –
CFS
2027
CRA Financial Services
New Jersey
$206K -$52.4K -557 -21%
MWP
2028
Madison Wealth Partners
Wisconsin
$206K +$202K +2,149 New
WSA
2029
Wealth Science Advisors
Georgia
$205K +$193K +2,054 +2,257%
GWMT
2030
Guardian Wealth Management (Tennessee)
Tennessee
$205K +$1.13K +12 +0.6%
SFS
2031
Security Financial Services
Indiana
$205K +$201K +2,140 New
OWP
2032
Obermeyer Wealth Partners
Colorado
$205K – – –
RCM
2033
RNC Capital Management
California
$204K +$200K +2,126 New
AWA
2034
AGH Wealth Advisors
Kansas
$203K +$200K +2,126 New
PWP
2035
Ponta Wealth Partners
Florida
$203K +$200K +2,126 New
FA
2036
Fagan Associates
New York
$203K -$37.7K -400 -16%
SFGM
2037
Stonebridge Financial Group (Missouri)
Missouri
$203K -$12.4K -132 -6%
NDSI
2038
Newman Dignan & Sheerar Inc
Rhode Island
$203K – – –
HCG
2039
Haven Capital Group
California
$202K – – –
PPW
2040
Parcion Private Wealth
Washington
$202K +$3.48K +37 +2%
SFS
2041
Searcy Financial Services
Kansas
$201K -$8.47K -90 -4%
HWMT
2042
Heritage Wealth Management (Texas)
Texas
$201K – – –
PWP
2043
Private Wealth Partners
California
$201K – – –
LB
2044
Legacy Bridge
Iowa
$201K – – –
WAM
2045
Worth Asset Management
Texas
$200K +$197K +2,094 New
AFG
2046
Artesa Financial Group
Texas
$200K – – –
SFS
2047
Sharp Financial Services
Pennsylvania
$200K -$941 -10 -0.5%
MWPCG
2048
Measured Wealth Private Client Group
New Hampshire
$194K – – –
TWM
2049
Tripletail Wealth Management
Florida
$194K +$14.1K +150 +8%
TIA
2050
Tiemann Investment Advisors
California
$194K -$28.2K -300 -13%
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