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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
2051
Newman Dignan & Sheerar Inc
Rhode Island
$203K – – –
HCG
2052
Haven Capital Group
California
$202K – – –
PPW
2053
Parcion Private Wealth
Washington
$202K +$3.48K +37 +2%
SFS
2054
Searcy Financial Services
Kansas
$201K -$8.47K -90 -4%
HWMT
2055
Heritage Wealth Management (Texas)
Texas
$201K – – –
PWP
2056
Private Wealth Partners
California
$201K – – –
LB
2057
Legacy Bridge
Iowa
$201K – – –
WAM
2058
Worth Asset Management
Texas
$200K +$197K +2,094 New
AFG
2059
Artesa Financial Group
Texas
$200K – – –
SFS
2060
Sharp Financial Services
Pennsylvania
$200K -$941 -10 -0.5%
MWPCG
2061
Measured Wealth Private Client Group
New Hampshire
$194K – – –
TWM
2062
Tripletail Wealth Management
Florida
$194K +$14.1K +150 +8%
TIA
2063
Tiemann Investment Advisors
California
$194K -$28.2K -300 -13%
FCAS
2064
First Command Advisory Services
Texas
$192K -$492K -5,231 -72%
TTIC
2065
Tower Trust & Investment Company
Iowa
$192K – – –
OSNBOA
2066
Old Second National Bank of Aurora
Illinois
$189K – – –
HIMS
2067
Hager Investment Management Services
New Hampshire
$182K – – –
TFA
2068
Transamerica Financial Advisors
Florida
$180K +$29.2K +310 +20%
OAM
2069
Ostrum Asset Management
France
$178K -$94.3K -1,002 -35%
PWM
2070
Proathlete Wealth Management
Florida
$175K +$1.41K +15 +0.8%
PF
2071
PlanVest Financial
Maryland
$171K +$282 +3 +0.2%
NRG
2072
Nemes Rush Group
Michigan
$168K +$42.5K +451 +35%
CAL
2073
Capital Advisors Ltd
Ohio
$168K -$8.47K -90 -5%
CB
2074
Community Bank
New York
$167K – – –
FFO
2075
Fortitude Family Office
Arizona
$166K -$282 -3 -0.2%
81 82
83
84 85