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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2051
Merited Wealth
Florida
$84.5K +$88.5K +969 New
KSB
2052
Kennebec Savings Bank
Maine
$83.5K – – –
BGAI
2053
Bruce G. Allen Investments
Colorado
$82.2K -$15.5K -170 -15%
RF
2054
Rossby Financial
Florida
$81.5K -$20.6K -226 -19%
LI
2055
LRI Investments
Florida
$81.5K – – –
IWP
2056
IAG Wealth Partners
Wisconsin
$80.7K -$4.38K -48 -5%
B
2057
Bayban
Minnesota
$78.1K +$81.8K +896 New
RF
2058
Roxbury Financial
New Jersey
$77.5K +$730 +8 +0.9%
PWA
2059
Physician Wealth Advisors
Utah
$76.8K -$33K -361 -29%
KA
2060
Kozak & Associates
Colorado
$74.1K +$730 +8 +0.9%
HBW
2061
Hazlett, Burt & Watson
West Virginia
$74K +$7.03K +77 +10%
CFG
2062
Chapman Financial Group
Hawaii
$73.2K – – –
GWSA
2063
Global Wealth Strategies & Associates
Colorado
$71.6K – – –
SC
2064
Sawyer & Company
Massachusetts
$71.4K -$57.5K -630 -43%
FWA
2065
Flagship Wealth Advisors
Massachusetts
$69.8K – – –
AA
2066
Addison Advisors
Vermont
$67.8K +$3.56K +39 +5%
DF
2067
Dunhill Financial
United Kingdom
$67K +$1.19K +13 +2%
FC
2068
Fairscale Capital
New Hampshire
$64.2K +$52.4K +574 +354%
QWM
2069
Quaker Wealth Management
New Jersey
$64.1K +$45.6K +500 +213%
BWAM
2070
Boyd Watterson Asset Management
Ohio
$64K -$1.1K -12 -2%
OW
2071
Olistico Wealth
Oklahoma
$63K +$65.9K +722 New
WETS
2072
Wealth Enhancement Trust Services
South Dakota
$63K +$65.9K +722 New
AWA
2073
Acumen Wealth Advisors
Tennessee
$62.3K +$65.2K +714 New
CH
2074
Canton Hathaway
Rhode Island
$61.5K – – –
EF
2075
Entrust Financial
Pennsylvania
$61K +$63.9K +700 New
81 82
83
84 85