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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
2151
Retirement Wealth Solutions
Wisconsin
$26.1K -$183 -2 -0.7%
CFS
2152
CGC Financial Services
Oregon
$25.6K – – –
AW
2153
Ankerstar Wealth
Texas
$25.3K +$26.4K +289 New
WG
2154
Wellington Group
Indiana
$25.2K +$26.4K +289 New
1CP
2155
1015 Capital Partners
Pennsylvania
$24.2K +$25.4K +278 New
T
2156
Tidemark
California
$23.7K – – –
CWP
2157
Clark Wealth Partners
Illinois
$23.1K – – –
BIA
2158
Bell Investment Advisors
California
$22.9K -$1.19K -13 -5%
BW
2159
Basepoint Wealth
Iowa
$22.2K +$23.2K +254 New
PWMG
2160
Prestige Wealth Management Group
New Jersey
$22.1K -$274 -3 -1%
MWA
2161
Miller Wealth Advisors
Colorado
$21.8K – – –
MAM
2162
Marquette Asset Management
Minnesota
$21.5K +$9.31K +102 +71%
LFASL
2163
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K – – –
IW
2164
Imprint Wealth
South Carolina
$21.3K +$13.1K +144 +144%
AW
2165
Avion Wealth
Texas
$21K -$4.11K -45 -16%
S
2166
Sachetta
Massachusetts
$20.8K -$38.8K -425 -64%
HHMI
2167
Howard Hughes Medical Institute
Maryland
$20.7K +$91 +1 +0.4%
SC
2168
Solstein Capital
California
$20.6K – – –
NECFA
2169
New England Capital Financial Advisors
Connecticut
$20.3K +$91 +1 +0.4%
WPA
2170
Wealth Preservation Advisors
Tennessee
$20.2K – – –
WWM
2171
Wolff Wiese Magana
California
$20.1K – – –
BA
2172
Blueline Advisors
New Hampshire
$19.5K +$20.4K +224 New
PWMG
2173
Private Wealth Management Group
New Jersey
$18.4K – – –
CIAS
2174
CBIZ Investment Advisory Services
Ohio
$18K +$365 +4 +2%
WBC
2175
West Branch Capital
Massachusetts
$17.9K -$2.74K -30 -13%
85 86
87
88 89