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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2051
Rossby Financial
Florida
$81.5K -$20.6K -226 -19%
LI
2052
LRI Investments
Florida
$81.5K – – –
IWP
2053
IAG Wealth Partners
Wisconsin
$80.7K -$4.38K -48 -5%
B
2054
Bayban
Minnesota
$78.1K +$81.8K +896 New
RF
2055
Roxbury Financial
New Jersey
$77.5K +$730 +8 +0.9%
PWA
2056
Physician Wealth Advisors
Utah
$76.8K -$33K -361 -29%
KA
2057
Kozak & Associates
Colorado
$74.1K +$730 +8 +0.9%
HBW
2058
Hazlett, Burt & Watson
West Virginia
$74K +$7.03K +77 +10%
CFG
2059
Chapman Financial Group
Hawaii
$73.2K – – –
GWSA
2060
Global Wealth Strategies & Associates
Colorado
$71.6K – – –
SC
2061
Sawyer & Company
Massachusetts
$71.4K -$57.5K -630 -43%
FWA
2062
Flagship Wealth Advisors
Massachusetts
$69.8K – – –
AA
2063
Addison Advisors
Vermont
$67.8K +$3.56K +39 +5%
DF
2064
Dunhill Financial
United Kingdom
$67K +$1.19K +13 +2%
FC
2065
Fairscale Capital
New Hampshire
$64.2K +$52.4K +574 +354%
QWM
2066
Quaker Wealth Management
New Jersey
$64.1K +$45.6K +500 +213%
BWAM
2067
Boyd Watterson Asset Management
Ohio
$64K -$1.1K -12 -2%
OW
2068
Olistico Wealth
Oklahoma
$63K +$65.9K +722 New
WETS
2069
Wealth Enhancement Trust Services
South Dakota
$63K +$65.9K +722 New
AWA
2070
Acumen Wealth Advisors
Tennessee
$62.3K +$65.2K +714 New
CH
2071
Canton Hathaway
Rhode Island
$61.5K – – –
EF
2072
Entrust Financial
Pennsylvania
$61K +$63.9K +700 New
PUI
2073
Purpose Unlimited Inc
$61K +$63.9K +700 New
CAL
2074
Capital Analysts LLC
Pennsylvania
$61K +$13.1K +143 +26%
HWP
2075
Highline Wealth Partners
California
$60.8K -$1.37M -14,970 -96%
81 82
83
84 85