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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
2151
Cheviot Value Management
California
$26.9K – – –
ASCM
2152
Adkins Seale Capital Management
Louisiana
$26.7K +$27.8K +305 New
CFM
2153
Cornerstone Financial Management
Massachusetts
$26.5K +$27.8K +304 New
RWS
2154
Retirement Wealth Solutions
Wisconsin
$26.1K -$183 -2 -0.7%
CFS
2155
CGC Financial Services
Oregon
$25.6K – – –
AW
2156
Ankerstar Wealth
Texas
$25.3K +$26.4K +289 New
WG
2157
Wellington Group
Indiana
$25.2K +$26.4K +289 New
1CP
2158
1015 Capital Partners
Pennsylvania
$24.2K +$25.4K +278 New
T
2159
Tidemark
California
$23.7K – – –
BIM
2160
Bullseye Investment Management
Ohio
$23.6K +$24.7K +271 New
CWP
2161
Clark Wealth Partners
Illinois
$23.1K – – –
BIA
2162
Bell Investment Advisors
California
$22.9K -$1.19K -13 -5%
BW
2163
Basepoint Wealth
Iowa
$22.2K +$23.2K +254 New
PWMG
2164
Prestige Wealth Management Group
New Jersey
$22.1K -$274 -3 -1%
MWA
2165
Miller Wealth Advisors
Colorado
$21.8K – – –
MAM
2166
Marquette Asset Management
Minnesota
$21.5K +$9.31K +102 +71%
LFASL
2167
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K – – –
IW
2168
Imprint Wealth
South Carolina
$21.3K +$13.1K +144 +144%
AW
2169
Avion Wealth
Texas
$21K -$4.11K -45 -16%
S
2170
Sachetta
Massachusetts
$20.8K -$38.8K -425 -64%
HHMI
2171
Howard Hughes Medical Institute
Maryland
$20.7K +$91 +1 +0.4%
SC
2172
Solstein Capital
California
$20.6K – – –
NECFA
2173
New England Capital Financial Advisors
Connecticut
$20.3K +$91 +1 +0.4%
WPA
2174
Wealth Preservation Advisors
Tennessee
$20.2K – – –
WWM
2175
Wolff Wiese Magana
California
$20.1K – – –
85 86
87
88 89