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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2076
Root Financial Partners
California
$150K +$46.6K +504 +48%
CMA
2077
Cedar Mountain Advisors
Oregon
$149K -$175K -1,892 -55%
TLA
2078
Tanglewood Legacy Advisors
Texas
$145K – – –
MCI
2079
MRP Capital Investments
Georgia
$145K -$46.3K -500 -25%
APW
2080
Acima Private Wealth
Virginia
$145K – – –
BC
2081
Barrett & Company
Rhode Island
$143K – – –
WBC
2082
Westpac Banking Corp
Australia
$142K -$2.01M -21,681 -94%
FMP
2083
Financial Management Professionals
Texas
$142K +$8.6K +93 +7%
CFFP
2084
Center for Financial Planning
Michigan
$141K -$7.4K -80 -5%
RDFA
2085
Ritter Daniher Financial Advisory
Ohio
$140K – – –
TFA
2086
Toth Financial Advisory
Virginia
$135K +$278 +3 +0.2%
WA
2087
Westfuller Advisors
New York
$133K – – –
MEG
2088
Millstone Evans Group
Colorado
$133K – – –
AF
2089
Avanza Fonder
Sweden
$133K +$11.6K +125 +10%
TCM
2090
TD Capital Management
Tennessee
$130K +$463 +5 +0.4%
GWP
2091
Gen-Wealth Partners
Michigan
$129K -$16.4K -177 -12%
TPWA
2092
Twin Peaks Wealth Advisors
California
$127K +$122K +1,320 New
SWIM
2093
Smallwood Wealth Investment Management
New Jersey
$126K – – –
NRG
2094
Nemes Rush Group
Michigan
$126K +$8.23K +89 +7%
SGK
2095
Steigerwald Gordon & Koch
Virginia
$125K +$79.2K +856 +195%
JWA
2096
JFS Wealth Advisors
Pennsylvania
$124K -$17.9K -194 -13%
MSG
2097
Main Street Group
Virginia
$123K +$118K +1,273 New
TFIPS
2098
Towarzystwo Funduszy Inwestycyjnych PZU SA
$123K – – –
JFA
2099
JNBA Financial Advisors
Minnesota
$122K – – –
SIS
2100
Strategic Investment Solutions
Illinois
$120K +$12.2K +132 +12%
82 83
84
85 86