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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2126
MPWM Advisory Solutions
Georgia
$23.3K – – –
SAS
2127
Spurstone Advisory Services
Connecticut
$23.1K – – –
CWP
2128
Clark Wealth Partners
Illinois
$23.1K – – –
1L
2129
10Elms LLP
Oklahoma
$22.9K – – –
SC
2130
Solstein Capital
California
$22.4K -$2.05K -22 -9%
HHMI
2131
Howard Hughes Medical Institute
Maryland
$22.4K – – –
WBC
2132
West Branch Capital
Massachusetts
$22.3K -$22.2K -238 -50%
QWM
2133
Quaker Wealth Management
New Jersey
$22.3K – – –
NECFA
2134
New England Capital Financial Advisors
Connecticut
$21.9K +$187 +2 +0.9%
WPA
2135
Wealth Preservation Advisors
Tennessee
$21.9K – – –
WWM
2136
Wolff Wiese Magana
California
$21.8K +$280 +3 +1%
WAM
2137
WFA Asset Management
Wisconsin
$20.9K – – –
CTWM
2138
Cherry Tree Wealth Management
Minnesota
$20.1K – – –
PWMG
2139
Private Wealth Management Group
New Jersey
$20K – – –
CIAS
2140
CBIZ Investment Advisory Services
Ohio
$19.1K -$27.3K -292 -59%
CBT
2141
CoreFirst Bank & Trust
Kansas
$19K – – –
WTA
2142
Washington Trust Advisors
Massachusetts
$18.9K – – –
RFA
2143
Reyes Financial Architecture
California
$18.6K -$31.6K -338 -63%
RTC
2144
Riverview Trust Company
Washington
$18.4K – – –
TVWM
2145
Tower View Wealth Management
Wisconsin
$18.2K +$93 +1 +0.5%
AG
2146
AmeriFlex Group
Nevada
$18.2K -$10.1K -108 -36%
FNWA
2147
Financial Network Wealth Advisors
Utah
$18.2K – – –
NWM
2148
Navigoe Wealth Management
California
$18K – – –
CAM
2149
Creekmur Asset Management
Illinois
$17.6K +$93 +1 +0.5%
KFA
2150
Kelleher Financial Advisors
New York
$17.5K +$17.3K +185 New
84 85
86
87 88