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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2051
Elequin Capital
New York
$191K -$419K -4,527 -70%
OSNBOA
2052
Old Second National Bank of Aurora
Illinois
$190K -$2.31K -25 -1%
MUMSS
2053
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$46.8K -506 -20%
BIAS
2054
Beacon Investment Advisory Services
New Jersey
$186K +$179K +1,930 New
KFAS
2055
Keating Financial Advisory Services
Kansas
$185K +$9.81K +106 +6%
HIMS
2056
Hager Investment Management Services
New Hampshire
$183K – – –
CIR
2057
Clear Investment Research
Georgia
$180K +$173K +1,867 New
CAL
2058
Capital Advisors Ltd
Ohio
$179K – – –
TWM
2059
Tripletail Wealth Management
Florida
$178K +$2.77K +30 +2%
PWM
2060
Proathlete Wealth Management
Florida
$175K +$925 +10 +0.6%
ACM
2061
Aster Capital Management
United Arab Emirates
$174K -$94.6K -1,023 -35%
PF
2062
PlanVest Financial
Maryland
$172K +$165K +1,786 New
IA
2063
IFG Advisory
Georgia
$172K -$10.5M -113,188 -98%
CB
2064
Community Bank
New York
$169K – – –
FFO
2065
Fortitude Family Office
Arizona
$168K +$6.57K +71 +4%
SAM
2066
S.A. Mason
Michigan
$167K – – –
CFD
2067
Creative Financial Designs
Indiana
$167K -$463 -5 -0.3%
SCM
2068
Silvant Capital Management
Georgia
$167K – – –
MCM
2069
MV Capital Management
Maryland
$163K +$3.42K +37 +2%
IAAG
2070
Innovative Asset Advisors Group
Connecticut
$158K +$151K +1,634 New
RWM
2071
RMG Wealth Management
Wisconsin
$156K – – –
SPF
2072
South Plains Financial
Texas
$155K -$37K -400 -20%
MWA
2073
Medallion Wealth Advisors
Connecticut
$154K -$9.81K -106 -6%
BWA
2074
Basecamp Wealth Advisors
Washington
$153K -$185 -2 -0.1%
TFA
2075
Transamerica Financial Advisors
Florida
$152K +$54K +584 +59%
81 82
83
84 85