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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2101
Trivant Custom Portfolio Group
California
$27.6K – – –
POIA
2102
Pin Oak Investment Advisors
Texas
$27K – – –
CFS
2103
CGC Financial Services
Oregon
$26.9K – – –
T
2104
Tidemark
California
$25K – – –
IRC
2105
Investors Research Corp
Georgia
$24.8K +$18.7K +216 +400%
KFI
2106
Key Financial Inc
Pennsylvania
$24.7K – – –
CWP
2107
Clark Wealth Partners
Illinois
$24.4K +$4.93K +57 +27%
PWMG
2108
Private Wealth Management Group
New Jersey
$24.3K +$7.27K +84 +47%
BIA
2109
Bell Investment Advisors
California
$23.8K +$87 +1 +0.4%
MWA
2110
Miller Wealth Advisors
Colorado
$23K – – –
PWMG
2111
Prestige Wealth Management Group
New Jersey
$22.4K +$519 +6 +3%
SAS
2112
Spurstone Advisory Services
Connecticut
$22.4K – – –
1L
2113
10Elms LLP
Oklahoma
$22.3K – – –
WPA
2114
Wealth Preservation Advisors
Tennessee
$21.2K +$19.9K +230 New
NECFA
2115
New England Capital Financial Advisors
Connecticut
$21K +$87 +1 +0.4%
WWM
2116
Wolff Wiese Magana
California
$20.9K -$1.47K -17 -7%
LCM
2117
Logan Capital Management
Pennsylvania
$20.3K – – –
CTWM
2118
Cherry Tree Wealth Management
Minnesota
$19.5K +$7.88K +91 +75%
KIM
2119
Kestra Investment Management
Texas
$19.3K -$134K -1,551 -88%
HC
2120
Hoese & Co
Minnesota
$18.4K – – –
TC
2121
Trust Company
Kansas
$18.4K +$17.3K +200 New
WTA
2122
Washington Trust Advisors
Massachusetts
$18.4K – – –
NWM
2123
Navigoe Wealth Management
California
$18K – – –
FNWA
2124
Financial Network Wealth Advisors
Utah
$17.7K +$16.6K +192 New
SIM
2125
Studio Investment Management
Illinois
$17.5K -$1.82K -21 -10%
83 84
85
86 87