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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2251
CGC Financial Services
Oregon
$28K -$18.8K -200 -41%
SIC
2252
SJS Investment Consulting
Ohio
$27.9K +$6.12K +65 +29%
PWMG
2253
Prestige Wealth Management Group
New Jersey
$27.4K – – –
PWMG
2254
Private Wealth Management Group
New Jersey
$27.3K +$6.97K +74 +35%
MAM
2255
Marquette Asset Management
Minnesota
$27.1K +$3.48K +37 +15%
CWP
2256
Clark Wealth Partners
Illinois
$26.8K +$1.22K +13 +5%
BIM
2257
Bullseye Investment Management
Ohio
$25.9K – – –
SSG
2258
Summit Securities Group
New York
$25K +$7.53K +80 +44%
BW
2259
Basepoint Wealth
Iowa
$24.3K – – –
MWA
2260
Miller Wealth Advisors
Colorado
$23.9K – – –
LFASL
2261
Lugano Financial Advisors SA (LFA)
Switzerland
$23.5K – – –
BA
2262
Blueline Advisors
New Hampshire
$22.8K – – –
MWA
2263
Medallion Wealth Advisors
Connecticut
$22.5K -$128K -1,362 -85%
T
2264
Tidemark
California
$22.3K -$4.14K -44 -16%
WTA
2265
Washington Trust Advisors
Massachusetts
$21K +$1.88K +20 +10%
MIFH
2266
Migdal Insurance & Financial Holdings
Israel
$19.9K -$23.3K -248 -54%
EWM
2267
Evolution Wealth Management
Florida
$19.6K +$10.4K +110 +116%
EWP
2268
Elevation Wealth Partners
California
$19.5K +$13.9K +148 +264%
SNBOSCI
2269
Security National Bank of Sioux City Iowa
Iowa
$19.1K +$18.8K +200 New
WAU
2270
Wellington-Altus USA
Manitoba, Canada
$19.1K +$5.84K +62 +46%
NWM
2271
Navigoe Wealth Management
California
$19K +$471 +5 +3%
TVWM
2272
Tower View Wealth Management
Wisconsin
$18.9K +$94 +1 +0.5%
FNWA
2273
Financial Network Wealth Advisors
Utah
$18.7K +$282 +3 +2%
QWM
2274
Quaker Wealth Management
New Jersey
$18.6K -$4.24K -45 -19%
RTC
2275
Riverview Trust Company
Washington
$18.6K – – –
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