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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2176
Blueline Advisors
New Hampshire
$19.5K +$20.4K +224 New
PWMG
2177
Private Wealth Management Group
New Jersey
$18.4K – – –
CIAS
2178
CBIZ Investment Advisory Services
Ohio
$18K +$365 +4 +2%
WBC
2179
West Branch Capital
Massachusetts
$17.9K -$2.74K -30 -13%
WTA
2180
Washington Trust Advisors
Massachusetts
$17.4K – – –
WAU
2181
Wellington-Altus USA
Manitoba, Canada
$17.3K +$18.1K +198 New
NWM
2182
Navigoe Wealth Management
California
$17K – – –
TVWM
2183
Tower View Wealth Management
Wisconsin
$16.9K +$183 +2 +1%
RTC
2184
Riverview Trust Company
Washington
$16.9K – – –
JGCM
2185
Joseph Group Capital Management
Ohio
$16.8K +$17.6K +193 New
FNWA
2186
Financial Network Wealth Advisors
Utah
$16.7K – – –
RFA
2187
Reyes Financial Architecture
California
$16K -$1.19K -13 -7%
RF
2188
Robinswood Financial
Washington
$15.8K +$91 +1 +0.6%
EWM
2189
Evermay Wealth Management
Virginia
$14.8K -$15.5K -170 -50%
WCM
2190
Westend Capital Management
California
$13.6K – – –
SA
2191
Strategic Advocates
Utah
$13.4K – – –
CJ
2192
Caitlin John
Michigan
$13.1K – – –
GWM
2193
Greenline Wealth Management
Florida
$12.9K +$13.5K +148 New
MSWM
2194
Mowery & Schoenfeld Wealth Management
Illinois
$12.8K – – –
ECA
2195
Elevated Capital Advisors
Utah
$12.7K +$13.3K +146 New
SC
2196
Steph & Co
Wisconsin
$12.2K – – –
KG
2197
Kilter Group
New York
$11.5K -$91 -1 -0.8%
BWM
2198
Benson Wealth Management
Tennessee
$11.5K +$12.1K +132 New
AP
2199
Aspect Partners
Virginia
$11.2K -$11.9K -130 -50%
SFAM
2200
Sawyer Falduto Asset Management
Illinois
$10.7K +$11.2K +123 New
86 87
88
89 90