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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2101
Compass Financial Services
Iowa
$3.38K +$3.6K +41 New
DPW
2102
DiNuzzo Private Wealth
Pennsylvania
$3.13K -$96.6K -1,101 -97%
TFA
2103
Transamerica Financial Advisors
Florida
$3K -$263 -3 -10%
RI
2104
Ridgewood Investments
New Jersey
$2.88K – – –
CF
2105
Conquis Financial
California
$2.88K +$3.07K +35 New
NMG
2106
New Millennium Group
Utah
$2.8K +$614 +7 +26%
PWA
2107
Principia Wealth Advisory
Texas
$2.8K +$2.98K +34 New
PS
2108
PayPay Securities
Japan
$2.63K +$175 +2 +7%
VWA
2109
Valued Wealth Advisors
Utah
$2.48K +$439 +5 +20%
MAS
2110
MPWM Advisory Solutions
Georgia
$2.14K +$2.28K +26 New
BA
2111
Bellwether Advisors
Nebraska
$2.06K +$2.19K +25 New
TCA
2112
Trifecta Capital Advisors
Illinois
$1.89K – – –
FA
2113
Financial Avengers
California
$1.78K +$88 +1 +5%
WW
2114
Winnow Wealth
Texas
$1.78K +$1.93K +22 New
NS
2115
NBC Securities
Alabama
$1.76K -$2.19M -24,914 -100%
RWM
2116
Raffa Wealth Management
District of Columbia
$1.56K – – –
HI
2117
Human Investing
Oregon
$1.48K +$1.58K +18 New
CAM
2118
Chesapeake Asset Management
New York
$1.23K +$439 +5 +50%
OCM
2119
Orion Capital Management
California
$1.15K +$1.23K +14 New
WCM
2120
Winthrop Capital Management
Indiana
$1K +$1.49K +17 New
MHIP
2121
Mountain Hill Investment Partners
New Jersey
$849 +$877 +10 New
SMAM
2122
Sugar Maple Asset Management
Wisconsin
$823 +$877 +10 New
NWM
2123
Nova Wealth Management
Florida
$576 +$614 +7 New
CNBT
2124
Cornerstone National Bank & Trust
Illinois
$494 +$526 +6 New
CA
2125
Crewe Advisors
Utah
$412 -$526 -6 -55%
83 84
85
86 87