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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2051
Tower View Wealth Management
Wisconsin
$15.5K +$175 +2 +1%
PWMG
2052
Private Wealth Management Group
New Jersey
$14.8K +$1.75K +20 +13%
CWM
2053
Centricity Wealth Management
Ohio
$14.8K +$15.8K +180 New
CYG
2054
Clean Yield Group
Vermont
$14.4K – – –
MSWM
2055
Mowery & Schoenfeld Wealth Management
Illinois
$13.8K +$14.7K +168 New
FC
2056
Fairscale Capital
New Hampshire
$13.3K – – –
WCM
2057
Westend Capital Management
California
$12.8K – – –
EBA
2058
Eagle Bay Advisors
New York
$12.6K -$2.72K -31 -17%
FLP
2059
Financial Life Planners
Arizona
$12.4K +$13.2K +150 New
PPA
2060
Painted Porch Advisors
California
$11.9K +$12.7K +145 New
SC
2061
Steph & Co
Wisconsin
$11.5K – – –
SIC
2062
SJS Investment Consulting
Ohio
$10.4K +$175 +2 +2%
LC
2063
Lavaca Capital
Texas
$10K +$10.7K +122 New
CTWM
2064
Cherry Tree Wealth Management
Minnesota
$9.96K – – –
FGC
2065
Financial Gravity Companies
Texas
$9.88K – – –
FIA
2066
FPC Investment Advisory
California
$9.74K +$10.2K +116 New
GWMI
2067
Guardian Wealth Management (Illinois)
Illinois
$9.6K +$88 +1 +0.9%
CWM
2068
CarsonAllaria Wealth Management
Illinois
$9.54K -$8.77K -100 -47%
AP
2069
Aspect Partners
Virginia
$9.47K +$88 +1 +0.9%
NRG
2070
Nemes Rush Group
Michigan
$9.38K +$88 +1 +0.9%
RS
2071
Rakuten Securities
Japan
$9.22K +$9.47K +108 +2,700%
LP
2072
LMR Partners
United Kingdom
$8.73K +$8.95K +102 +2,550%
ACM
2073
Anfield Capital Management
California
$8.64K – – –
WSCM
2074
Wellington Shields Capital Management
New York
$8.56K – – –
JFG
2075
JDM Financial Group
Texas
$8.23K -$1.49K -17 -15%
81 82
83
84 85