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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2101
Atlas Capital Advisors
Wyoming
$3.87K – – –
TWD
2102
True Wealth Design
Ohio
$3.46K +$1.23K +14 +50%
CFS
2103
Compass Financial Services
Iowa
$3.38K +$3.6K +41 New
DPW
2104
DiNuzzo Private Wealth
Pennsylvania
$3.13K -$96.6K -1,101 -97%
TFA
2105
Transamerica Financial Advisors
Florida
$3K -$263 -3 -10%
RI
2106
Ridgewood Investments
New Jersey
$2.88K – – –
CF
2107
Conquis Financial
California
$2.88K +$3.07K +35 New
NMG
2108
New Millennium Group
Utah
$2.8K +$614 +7 +26%
PWA
2109
Principia Wealth Advisory
Texas
$2.8K +$2.98K +34 New
PS
2110
PayPay Securities
Japan
$2.63K +$175 +2 +7%
VWA
2111
Valued Wealth Advisors
Utah
$2.48K +$439 +5 +20%
MAS
2112
MPWM Advisory Solutions
Georgia
$2.14K +$2.28K +26 New
BA
2113
Bellwether Advisors
Nebraska
$2.06K +$2.19K +25 New
TCA
2114
Trifecta Capital Advisors
Illinois
$1.89K – – –
FA
2115
Financial Avengers
California
$1.78K +$88 +1 +5%
WW
2116
Winnow Wealth
Texas
$1.78K +$1.93K +22 New
NS
2117
NBC Securities
Alabama
$1.76K -$2.19M -24,914 -100%
RWM
2118
Raffa Wealth Management
District of Columbia
$1.56K – – –
HI
2119
Human Investing
Oregon
$1.48K +$1.58K +18 New
CAM
2120
Chesapeake Asset Management
New York
$1.23K +$439 +5 +50%
OCM
2121
Orion Capital Management
California
$1.15K +$1.23K +14 New
WCM
2122
Winthrop Capital Management
Indiana
$1K +$1.49K +17 New
MHIP
2123
Mountain Hill Investment Partners
New Jersey
$849 +$877 +10 New
SMAM
2124
Sugar Maple Asset Management
Wisconsin
$823 +$877 +10 New
NWM
2125
Nova Wealth Management
Florida
$576 +$614 +7 New
83 84
85
86 87