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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2076
Binnacle Investments
Iowa
$36.3K +$34.2K +395 New
AWM
2077
Accredited Wealth Management
Kentucky
$35.9K +$33.8K +390 New
CIAS
2078
CBIZ Investment Advisory Services
Ohio
$35.2K +$8.31K +96 +33%
SHF
2079
Safe Harbor Fiduciary
Florida
$34.1K +$87 +1 +0.3%
FCG
2080
Financial Connections Group
California
$33K +$31.2K +360 New
ME
2081
McIlrath & Eck
Washington
$32.2K -$2.16K -25 -7%
BFPW
2082
BOK Financial Private Wealth
Colorado
$32.2K – – –
FIM
2083
FWL Investment Management
Texas
$32.2K – – –
RDFA
2084
Ritter Daniher Financial Advisory
Ohio
$32.2K – – –
CA
2085
Centerpoint Advisors
Massachusetts
$32K – – –
FWA
2086
FSC Wealth Advisors
New York
$31.9K +$173 +2 +0.6%
PWMA
2087
Pension & Wealth Management Advisors
Massachusetts
$31.7K – – –
NC
2088
NewSquare Capital
Pennsylvania
$31.7K +$22.7K +262 +17%
HNW
2089
High Note Wealth
Minnesota
$31.5K – – –
T
2090
Transce3nd
Texas
$31.2K -$19K -220 -39%
EWM
2091
Evermay Wealth Management
Virginia
$31.2K – – –
NL
2092
NVWM LLC
Pennsylvania
$30.1K +$866 +10 +3%
GFPC
2093
Global Financial Private Client
Florida
$29.4K +$1.65K +19 +6%
YP
2094
YANKCOM Partnership
South Dakota
$29.3K – – –
FFA
2095
Frazier Financial Advisors
Ohio
$29K +$260 +3 +1%
MBFW
2096
Morton Brown Family Wealth
Pennsylvania
$28.9K – – –
AWM
2097
Activest Wealth Management
Florida
$28.7K +$8.05K +93 +42%
RWS
2098
Retirement Wealth Solutions
Wisconsin
$28.5K – – –
PK
2099
Pflug Koory
Nebraska
$28.1K – – –
CVM
2100
Cheviot Value Management
California
$27.8K +$26.4K +305 New
82 83
84
85 86