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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2201
Beaird Harris Wealth Management
Texas
$43.7K – – –
CTC
2202
Cetera Trust Company
Minnesota
$43.4K – – –
KFI
2203
Key Financial Inc
Pennsylvania
$43.3K – – –
KAS
2204
Kemnay Advisory Services
New York
$43.2K -$18.4K -199 -31%
MMCM
2205
Murphy & Mullick Capital Management
New York
$43.2K – – –
LWMI
2206
Legacy Wealth Management (Idaho)
Idaho
$42.8K +$6.2K +67 +18%
LWM
2207
Lodestone Wealth Management
Washington
$42.8K – – –
MB
2208
MidFirst Bank
Oklahoma
$41.1K +$3.15K +34 +9%
MLA
2209
MB, Levis & Associates
Pennsylvania
$41.1K +$93 +1 +0.2%
CA
2210
Centerpoint Advisors
Massachusetts
$40K – – –
FCT
2211
First Community Trust
Iowa
$38.6K – – –
TGY2IT
2212
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$37.5K +$36K +389 New
S
2213
Sachetta
Massachusetts
$37.4K +$13.8K +149 +63%
BFS
2214
Beacon Financial Strategies
North Carolina
$37.3K – – –
C
2215
Covestor
United Kingdom
$37K -$25.3K -274 -42%
AWM
2216
Activest Wealth Management
Florida
$36.8K +$4.53K +49 +15%
BCM
2217
Basso Capital Management
Connecticut
$35.7K – – –
CCM
2218
Chilton Capital Management
Texas
$34.8K -$1.39K -15 -4%
CFM
2219
Cornerstone Financial Management
Massachusetts
$34.7K +$5.18K +56 +18%
RFA
2220
Reyes Financial Architecture
California
$34.2K +$15.8K +171 +93%
FCG
2221
Financial Connections Group
California
$34K – – –
FIM
2222
FWL Investment Management
Texas
$33.8K -$25.7K -278 -44%
BFPW
2223
BOK Financial Private Wealth
Colorado
$33.8K – – –
IA
2224
IFS Advisors
Kansas
$33.6K +$32.2K +348 New
PWMA
2225
Pension & Wealth Management Advisors
Massachusetts
$33.3K – – –
87 88
89
90 91