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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
2101
New England Capital Financial Advisors
Connecticut
$21.1K +$180 +2 +0.9%
WWM
2102
Wolff Wiese Magana
California
$20.9K – – –
LCM
2103
Logan Capital Management
Pennsylvania
$20.3K – – –
CTWM
2104
Cherry Tree Wealth Management
Minnesota
$19.5K – – –
PWMG
2105
Private Wealth Management Group
New Jersey
$19.4K -$4.76K -53 -20%
CBT
2106
CoreFirst Bank & Trust
Kansas
$18.4K +$18K +200 New
WTA
2107
Washington Trust Advisors
Massachusetts
$18.3K – – –
NWM
2108
Navigoe Wealth Management
California
$18K – – –
WAM
2109
WFA Asset Management
Wisconsin
$18K – – –
RTC
2110
Riverview Trust Company
Washington
$17.8K -$150K -1,673 -90%
FNWA
2111
Financial Network Wealth Advisors
Utah
$17.6K – – –
TVWM
2112
Tower View Wealth Management
Wisconsin
$17.5K +$180 +2 +1%
CAM
2113
Creekmur Asset Management
Illinois
$17K +$14.2K +158 +585%
CWM
2114
Centricity Wealth Management
Ohio
$16.5K – – –
FC
2115
Fairscale Capital
New Hampshire
$15.3K – – –
NCM
2116
Northwest Capital Management
Oregon
$15.2K -$25.5K -284 -63%
CCM
2117
Chilton Capital Management
Texas
$15.1K +$14.7K +164 New
CCMI
2118
Creative Capital Management Investments
California
$14.8K +$14.5K +161 New
WCM
2119
Westend Capital Management
California
$14.3K – – –
MSWM
2120
Mowery & Schoenfeld Wealth Management
Illinois
$13.5K -$68.9K -767 -84%
PPA
2121
Painted Porch Advisors
California
$13.3K – – –
PP
2122
Pacifica Partners
Canada
$13.2K +$13K +145 New
SC
2123
Steph & Co
Wisconsin
$12.9K – – –
NRG
2124
Nemes Rush Group
Michigan
$12.7K +$2.16K +24 +21%
PA
2125
Pineridge Advisors
Missouri
$12.3K +$988 +11 +9%
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85
86 87