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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2151
Pineridge Advisors
Missouri
$14.8K +$2.05K +22 +16%
WCM
2152
Westend Capital Management
California
$14.8K – – –
FLP
2153
Financial Life Planners
Arizona
$14.6K +$14.4K +154 New
SA
2154
Strategic Advocates
Utah
$14.5K +$14.3K +153 New
CJ
2155
Caitlin John
Michigan
$14.2K +$14K +150 New
EPIMS
2156
Evelyn Partners Investment Management Services
$14.2K +$14K +150 New
MSWM
2157
Mowery & Schoenfeld Wealth Management
Illinois
$13.9K – – –
PPA
2158
Painted Porch Advisors
California
$13.7K – – –
AI
2159
AXS Investments
New York
$13.6K +$13.4K +144 New
MAM
2160
Marquette Asset Management
Minnesota
$13.6K +$13.4K +144 New
SC
2161
Steph & Co
Wisconsin
$13.3K – – –
KG
2162
Kilter Group
New York
$12.6K +$2.89K +31 +30%
LC
2163
Lavaca Capital
Texas
$11.6K – – –
NRG
2164
Nemes Rush Group
Michigan
$11.1K -$2.05K -22 -16%
LCM
2165
Logan Capital Management
Pennsylvania
$11K -$9.8K -105 -48%
SIC
2166
SJS Investment Consulting
Ohio
$10.9K – – –
TWD
2167
True Wealth Design
Ohio
$10.1K +$467 +5 +5%
RWA
2168
Redmont Wealth Advisors
Illinois
$9.95K – – –
WSCM
2169
Wellington Shields Capital Management
New York
$9.86K – – –
BFS
2170
Bare Financial Services
Pennsylvania
$9.76K +$2.33K +25 +32%
CFS
2171
Compass Financial Services
Iowa
$9.55K +$93 +1 +1%
CYG
2172
Clean Yield Group
Vermont
$9.48K – – –
FFL
2173
Financial Freedom LLC
Ohio
$9.48K – – –
JFG
2174
JDM Financial Group
Texas
$9.48K – – –
IW
2175
Imprint Wealth
South Carolina
$9.48K +$9.34K +100 New
85 86
87
88 89