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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2201
Vision Retirement
New Jersey
$9.55K +$10K +110 New
MFT
2202
Moisand Fitzgerald Tamayo
Florida
$9.24K -$46.7K -511 -83%
RWA
2203
Redmont Wealth Advisors
Illinois
$9.16K – – –
TM
2204
Torren Management
California
$9.13K +$9.59K +105 New
WSCM
2205
Wellington Shields Capital Management
New York
$9.07K – – –
CFS
2206
Compass Financial Services
Iowa
$8.87K +$91 +1 +1%
CYG
2207
Clean Yield Group
Vermont
$8.72K – – –
FFL
2208
Financial Freedom LLC
Ohio
$8.72K – – –
JFG
2209
JDM Financial Group
Texas
$8.72K – – –
PAI
2210
Pittenger & Anderson Inc
Nebraska
$8.72K – – –
AG
2211
AmeriFlex Group
Nevada
$8.37K -$8.76K -96 -50%
NWMP
2212
Noble Wealth Management PBC
Colorado
$8.37K – – –
PCM
2213
Penserra Capital Management
California
$8K – – –
CTWM
2214
Cherry Tree Wealth Management
Minnesota
$7.94K -$11K -121 -57%
BFS
2215
Bare Financial Services
Pennsylvania
$7.59K -$1.46K -16 -16%
LFA
2216
LGT Financial Advisors
Texas
$7.59K – – –
TWD
2217
True Wealth Design
Ohio
$7.5K -$1.92K -21 -20%
ME
2218
McIlrath & Eck
Washington
$7.5K -$24.1K -264 -75%
DF
2219
DecisionPoint Financial
Arizona
$7.15K +$6.57K +72 +720%
CWA
2220
Carolina Wealth Advisors
South Carolina
$7.06K – – –
RWPA
2221
Richard W. Paul & Associates
Michigan
$6.63K -$183 -2 -3%
CNBT
2222
Cornerstone National Bank & Trust
Illinois
$6.54K +$6.85K +75 New
NWM
2223
Nova Wealth Management
Florida
$6.5K – – –
BHWM
2224
Bay Harbor Wealth Management
Maryland
$6.1K +$2.37K +26 +59%
PWA
2225
Principia Wealth Advisory
Texas
$6.02K – – –
87 88
89
90 91