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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
2101
Fourth Dimension Wealth
Ohio
$31.1K -$20.1K -215 -40%
AWM
2102
Activest Wealth Management
Florida
$30.7K +$1.49K +16 +5%
NL
2103
NVWM LLC
Pennsylvania
$30.5K -$467 -5 -2%
ATC
2104
Advantage Trust Company
Kansas
$30.4K – – –
FFA
2105
Frazier Financial Advisors
Ohio
$30.4K +$280 +3 +0.9%
YP
2106
YANKCOM Partnership
South Dakota
$30.2K – – –
MBFW
2107
Morton Brown Family Wealth
Pennsylvania
$29.8K – – –
GFWA
2108
Grey Fox Wealth Advisors
Delaware
$29.4K +$29K +311 New
CVM
2109
Cheviot Value Management
California
$28.6K – – –
RWS
2110
Retirement Wealth Solutions
Wisconsin
$28.5K -$840 -9 -3%
POIA
2111
Pin Oak Investment Advisors
Texas
$28.4K – – –
CFS
2112
CGC Financial Services
Oregon
$27.8K – – –
AW
2113
Avion Wealth
Texas
$27K -$187 -2 -0.7%
BIA
2114
Bell Investment Advisors
California
$26.2K -$2.15K -23 -8%
T
2115
Tidemark
California
$25.8K – – –
PSFG
2116
Park Square Financial Group
Georgia
$25.7K -$720K -7,715 -97%
CCM
2117
Cloud Capital Management
Washington
$25K +$25.6K +274 New
AP
2118
Aspect Partners
Virginia
$24.5K +$373 +4 +2%
KFI
2119
Key Financial Inc
Pennsylvania
$24.3K -$1.21K -13 -5%
PWMG
2120
Prestige Wealth Management Group
New Jersey
$24.3K -$93 -1 -0.4%
MWA
2121
Miller Wealth Advisors
Colorado
$23.7K – – –
TSMHT
2122
Thurston Springer Miller Herd & Titak
Indiana
$23.7K -$166K -1,776 -88%
LFASL
2123
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3K – – –
MAS
2124
MPWM Advisory Solutions
Georgia
$23.3K – – –
SAS
2125
Spurstone Advisory Services
Connecticut
$23.1K – – –
83 84
85
86 87