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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2026
Center for Financial Planning
Michigan
$69.3K -$179K -2,064 -73%
AWM
2027
Atticus Wealth Management
Florida
$69K – – –
C
2028
Covestor
United Kingdom
$68K +$12.8K +148 +25%
RFS
2029
Richardson Financial Services
Massachusetts
$68K -$260 -3 -0.4%
OW
2030
Olistico Wealth
Oklahoma
$66.4K -$79.1K -914 -56%
WA
2031
WPG Advisers
Maryland
$65.7K -$5.8K -67 -9%
CH
2032
Canton Hathaway
Rhode Island
$65K – – –
NC
2033
North Capital
Utah
$63.4K +$59.7K +690 New
GTAM
2034
Global Trust Asset Management
Florida
$61K -$8.66K -100 -13%
WAS
2035
Winch Advisory Services
Wisconsin
$60K +$519 +6 +0.9%
STB
2036
S&T Bank
Pennsylvania
$59.6K – – –
PSB
2037
Piscataqua Savings Bank
New Hampshire
$58.8K – – –
B
2038
Birchbrook
Maine
$58.1K -$34.6K -400 -39%
HWM
2039
HighMark Wealth Management
Minnesota
$57.2K – – –
S
2040
Sachetta
Massachusetts
$57.1K -$346 -4 -0.6%
CB
2041
CNB Bank
Pennsylvania
$56.9K -$10.8K -125 -17%
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$56.7K – – –
WBC
2043
West Branch Capital
Massachusetts
$56.6K +$9.96K +115 +23%
MTIC
2044
Missouri Trust & Investment Company
Missouri
$53.8K -$7.45K -86 -13%
SWA
2045
SOA Wealth Advisors
New York
$53.6K +$173 +2 +0.3%
GWS
2046
Greykasell Wealth Strategies
California
$52K +$49K +566 New
KSB
2047
Kennebec Savings Bank
Maine
$51.2K – – –
CAL
2048
Capital Analysts LLC
Pennsylvania
$51K -$38.4K -444 -44%
FDW
2049
Fourth Dimension Wealth
Ohio
$49.9K +$34K +393 +262%
OWA
2050
Opal Wealth Advisors
New York
$49.8K +$46.9K +542 New
80 81
82
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