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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2076
Morton Brown Family Wealth
Pennsylvania
$28.8K – – –
RWS
2077
Retirement Wealth Solutions
Wisconsin
$28.5K – – –
AWM
2078
Activest Wealth Management
Florida
$28.3K -$359 -4 -1%
BIA
2079
Bell Investment Advisors
California
$27.5K +$3.59K +40 +15%
AG
2080
AmeriFlex Group
Nevada
$27.1K +$19.8K +220 +275%
POIA
2081
Pin Oak Investment Advisors
Texas
$27K – – –
CFS
2082
CGC Financial Services
Oregon
$26.9K – – –
AW
2083
Avion Wealth
Texas
$26K -$79.6K -886 -75%
T
2084
Tidemark
California
$25K – – –
KFI
2085
Key Financial Inc
Pennsylvania
$24.7K – – –
CWP
2086
Clark Wealth Partners
Illinois
$24.3K – – –
SC
2087
Solstein Capital
California
$23.7K +$23.2K +258 New
PWMG
2088
Prestige Wealth Management Group
New Jersey
$23.6K +$1.17K +13 +5%
AP
2089
Aspect Partners
Virginia
$23.4K +$12.6K +140 +122%
MWA
2090
Miller Wealth Advisors
Colorado
$23K – – –
MAS
2091
MPWM Advisory Solutions
Georgia
$22.6K +$19.8K +220 +846%
LFASL
2092
Lugano Financial Advisors SA (LFA)
Switzerland
$22.6K +$22.1K +246 New
SAS
2093
Spurstone Advisory Services
Connecticut
$22.4K – – –
1L
2094
10Elms LLP
Oklahoma
$22.2K – – –
HHMI
2095
Howard Hughes Medical Institute
Maryland
$21.7K +$21.2K +236 New
QWM
2096
Quaker Wealth Management
New Jersey
$21.6K +$21.1K +235 New
WPA
2097
Wealth Preservation Advisors
Tennessee
$21.3K +$90 +1 +0.4%
NECFA
2098
New England Capital Financial Advisors
Connecticut
$21.1K +$180 +2 +0.9%
WWM
2099
Wolff Wiese Magana
California
$20.9K – – –
LCM
2100
Logan Capital Management
Pennsylvania
$20.3K – – –
82 83
84
85 86