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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2076
Silvant Capital Management
Georgia
$165K – – –
BIAS
2077
Beacon Investment Advisory Services
New Jersey
$165K -$19.3K -205 -11%
MCM
2078
MV Capital Management
Maryland
$164K +$2.07K +22 +1%
CFD
2079
Creative Financial Designs
Indiana
$161K -$4.24K -45 -3%
JWA
2080
JFS Wealth Advisors
Pennsylvania
$158K +$34.6K +367 +28%
IRAG
2081
Investment Research & Advisory Group
Georgia
$157K +$102K +1,087 +216%
TFIPS
2082
Towarzystwo Funduszy Inwestycyjnych PZU SA
$156K +$33.9K +360 +28%
RWM
2083
RMG Wealth Management
Wisconsin
$155K – – –
SPF
2084
South Plains Financial
Texas
$154K – – –
BWA
2085
Basecamp Wealth Advisors
Washington
$151K -$471 -5 -0.3%
MWM
2086
Mosley Wealth Management
California
$150K -$944K -10,022 -87%
TLA
2087
Tanglewood Legacy Advisors
Texas
$144K – – –
APW
2088
Acima Private Wealth
Virginia
$144K – – –
MCI
2089
MRP Capital Investments
Georgia
$144K – – –
FMP
2090
Financial Management Professionals
Texas
$142K +$659 +7 +0.5%
WBC
2091
Westpac Banking Corp
Australia
$141K – – –
CFFP
2092
Center for Financial Planning
Michigan
$140K – – –
RDFA
2093
Ritter Daniher Financial Advisory
Ohio
$139K – – –
TFA
2094
Toth Financial Advisory
Virginia
$134K -$282 -3 -0.2%
MEG
2095
Millstone Evans Group
Colorado
$134K +$1.51K +16 +1%
CFSG
2096
Community Financial Services Group
Vermont
$133K +$83.8K +890 +174%
WA
2097
Westfuller Advisors
New York
$133K +$377 +4 +0.3%
AW
2098
Avion Wealth
Texas
$129K +$10.3K +109 +9%
GWP
2099
Gen-Wealth Partners
Michigan
$129K +$1.32K +14 +1%
MFP
2100
Meramec Financial Planners
Missouri
$129K +$126K +1,333 New
82 83
84
85 86