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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2126
IFC & Insurance Marketing
California
$34K +$36K +394 New
BFS
2127
Beacon Financial Strategies
North Carolina
$33.7K +$35.3K +387 New
STB
2128
S&T Bank
Pennsylvania
$33.7K -$57.2K -627 -62%
KFG
2129
Kingdom Financial Group
Arizona
$33.4K +$35K +383 New
CCM
2130
Chilton Capital Management
Texas
$32.8K +$1.37K +15 +4%
LWMI
2131
Legacy Wealth Management (Idaho)
Idaho
$32.8K +$34.3K +376 New
BCM
2132
Basso Capital Management
Connecticut
$32.3K +$33.8K +370 New
SHF
2133
Safe Harbor Fiduciary
Florida
$31.7K +$33.2K +364 New
FCG
2134
Financial Connections Group
California
$31K – – –
MIFH
2135
Migdal Insurance & Financial Holdings
Israel
$31K +$32.8K +359 New
CIAM
2136
Caitong International Asset Management
Hong Kong
$30.8K -$129K -1,409 -80%
BFPW
2137
BOK Financial Private Wealth
Colorado
$30.5K -$12.5K -137 -28%
PWMA
2138
Pension & Wealth Management Advisors
Massachusetts
$30.1K – – –
PSFG
2139
Park Square Financial Group
Georgia
$29.2K +$7.67K +84 +31%
AWM
2140
Activest Wealth Management
Florida
$28.9K +$730 +8 +2%
FDW
2141
Fourth Dimension Wealth
Ohio
$28.6K – – –
FFA
2142
Frazier Financial Advisors
Ohio
$28.2K +$183 +2 +0.6%
NL
2143
NVWM LLC
Pennsylvania
$28.1K – – –
YP
2144
YANKCOM Partnership
South Dakota
$27.8K – – –
MBFW
2145
Morton Brown Family Wealth
Pennsylvania
$27.4K – – –
POIA
2146
Pin Oak Investment Advisors
Texas
$27K – – –
JSAM
2147
J. Safra Asset Management
New York
$26.9K +$28.2K +309 New
CVM
2148
Cheviot Value Management
California
$26.9K – – –
ASCM
2149
Adkins Seale Capital Management
Louisiana
$26.7K +$27.8K +305 New
CFM
2150
Cornerstone Financial Management
Massachusetts
$26.5K +$27.8K +304 New
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