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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2226
Morton Brown Family Wealth
Pennsylvania
$30.1K – – –
POIA
2227
Pin Oak Investment Advisors
Texas
$30K +$1.04K +11 +4%
JSAM
2228
J. Safra Asset Management
New York
$29.6K – – –
TFM
2229
TFC Financial Management
Massachusetts
$29.5K – – –
PK
2230
Pflug Koory
Nebraska
$29.3K +$28.8K +306 New
ASCM
2231
Adkins Seale Capital Management
Louisiana
$29.3K – – –
CVM
2232
Cheviot Value Management
California
$29.2K – – –
NECFA
2233
New England Capital Financial Advisors
Connecticut
$29K +$6.4K +68 +29%
QPBE
2234
Quintet Private Bank (Europe)
Luxembourg
$28.7K +$28.2K +300 New
SW
2235
StrongBox Wealth
Missouri
$28.7K +$28.2K +300 New
RWS
2236
Retirement Wealth Solutions
Wisconsin
$28.5K – – –
RFA
2237
Reyes Financial Architecture
California
$28.2K -$5.55K -59 -17%
GP
2238
Guardian Partners
Canada
$28.2K +$27.8K +295 New
CFS
2239
CGC Financial Services
Oregon
$28K -$18.8K -200 -41%
SIC
2240
SJS Investment Consulting
Ohio
$27.9K +$6.12K +65 +29%
PWMG
2241
Prestige Wealth Management Group
New Jersey
$27.4K – – –
PWMG
2242
Private Wealth Management Group
New Jersey
$27.3K +$6.97K +74 +35%
MAM
2243
Marquette Asset Management
Minnesota
$27.1K +$3.48K +37 +15%
CWP
2244
Clark Wealth Partners
Illinois
$26.8K +$1.22K +13 +5%
SSG
2245
Summit Securities Group
New York
$25K +$7.53K +80 +44%
BW
2246
Basepoint Wealth
Iowa
$24.3K – – –
MWA
2247
Miller Wealth Advisors
Colorado
$23.9K – – –
LFASL
2248
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5K – – –
BA
2249
Blueline Advisors
New Hampshire
$22.8K – – –
MWA
2250
Medallion Wealth Advisors
Connecticut
$22.5K -$128K -1,362 -85%
88 89
90
91 92