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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2101
High Note Wealth
Minnesota
$32.7K +$187 +2 +0.6%
EWM
2102
Evermay Wealth Management
Virginia
$32.2K – – –
FDW
2103
Fourth Dimension Wealth
Ohio
$31.1K -$20.1K -215 -40%
AWM
2104
Activest Wealth Management
Florida
$30.7K +$1.49K +16 +5%
NL
2105
NVWM LLC
Pennsylvania
$30.5K -$467 -5 -2%
ATC
2106
Advantage Trust Company
Kansas
$30.4K – – –
FFA
2107
Frazier Financial Advisors
Ohio
$30.4K +$280 +3 +0.9%
YP
2108
YANKCOM Partnership
South Dakota
$30.2K – – –
MBFW
2109
Morton Brown Family Wealth
Pennsylvania
$29.8K – – –
GFWA
2110
Grey Fox Wealth Advisors
Delaware
$29.4K +$29K +311 New
CVM
2111
Cheviot Value Management
California
$28.6K – – –
RWS
2112
Retirement Wealth Solutions
Wisconsin
$28.5K -$840 -9 -3%
POIA
2113
Pin Oak Investment Advisors
Texas
$28.4K – – –
CFS
2114
CGC Financial Services
Oregon
$27.8K – – –
AW
2115
Avion Wealth
Texas
$27K -$187 -2 -0.7%
BIA
2116
Bell Investment Advisors
California
$26.2K -$2.15K -23 -8%
T
2117
Tidemark
California
$25.8K – – –
PSFG
2118
Park Square Financial Group
Georgia
$25.7K -$720K -7,715 -97%
CCM
2119
Cloud Capital Management
Washington
$25K +$25.6K +274 New
AP
2120
Aspect Partners
Virginia
$24.5K +$373 +4 +2%
KFI
2121
Key Financial Inc
Pennsylvania
$24.3K -$1.21K -13 -5%
PWMG
2122
Prestige Wealth Management Group
New Jersey
$24.3K -$93 -1 -0.4%
MWA
2123
Miller Wealth Advisors
Colorado
$23.7K – – –
TSMHT
2124
Thurston Springer Miller Herd & Titak
Indiana
$23.7K -$166K -1,776 -88%
LFASL
2125
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3K – – –
83 84
85
86 87