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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2026
CGC Financial Services
Oregon
$24.1K – – –
CIAS
2027
CBIZ Investment Advisory Services
Ohio
$23.6K +$175 +2 +0.7%
FFA
2028
Fairfield Financial Advisors
Massachusetts
$23.4K +$175 +2 +0.7%
T
2029
Tidemark
California
$22.4K +$4.12K +47 +21%
CJ
2030
Caitlin John
Michigan
$22.3K -$11.8K -134 -33%
KFI
2031
Key Financial Inc
Pennsylvania
$22.1K – – –
BIA
2032
Bell Investment Advisors
California
$21.2K -$18.1K -206 -44%
MWA
2033
Miller Wealth Advisors
Colorado
$20.6K – – –
WWM
2034
Wolff Wiese Magana
California
$20.1K – – –
SAS
2035
Spurstone Advisory Services
Connecticut
$20.1K +$21.4K +244 New
1L
2036
10Elms LLP
Oklahoma
$19.9K +$21.2K +242 New
PWMG
2037
Prestige Wealth Management Group
New Jersey
$19.6K – – –
NECFA
2038
New England Capital Financial Advisors
Connecticut
$18.7K +$175 +2 +0.9%
LCM
2039
Logan Capital Management
Pennsylvania
$18.2K +$965 +11 +5%
AWM
2040
Activest Wealth Management
Florida
$18K -$33.4K -381 -64%
SIM
2041
Studio Investment Management
Illinois
$17.4K +$18.5K +211 New
CWP
2042
Clark Wealth Partners
Illinois
$17.1K +$18.2K +208 New
CBT
2043
CoreFirst Bank & Trust
Kansas
$16.5K – – –
CAIM
2044
Catherine Avery Investment Management
Florida
$16.5K +$17.5K +200 New
HC
2045
Hoese & Co
Minnesota
$16.5K – – –
WTA
2046
Washington Trust Advisors
Massachusetts
$16.4K -$40.3K -459 -70%
CJL
2047
Cyrus J. Lawrence
New York
$16K – – –
MIFH
2048
Migdal Insurance & Financial Holdings
Israel
$16K +$16.8K +192 New
NWM
2049
Navigoe Wealth Management
California
$16K +$17.5K +200 New
HFS
2050
Horizon Financial Services
North Carolina
$15.6K – – –
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