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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2301
Westend Capital Management
California
$6.45K +$6.31K +67 New
BFS
2302
Burkett Financial Services
South Carolina
$6.14K +$94 +1 +2%
DF
2303
DecisionPoint Financial
Arizona
$6.09K -$565 -6 -9%
OAJ
2304
Ogorek Anthony Joseph
New York
$6K – – –
TM
2305
Torren Management
California
$5.88K – – –
FP
2306
Financial Perspectives
Minnesota
$5.54K – – –
MCA
2307
McGuire Capital Advisors
Oklahoma
$5.36K – – –
PS
2308
PayPay Securities
Japan
$5.07K +$188 +2 +4%
WA
2309
WestEnd Advisors
North Carolina
$4.98K +$471 +5 +11%
ACA
2310
Atlas Capital Advisors
Wyoming
$4.5K -$1.41K -15 -24%
NWM
2311
Nova Wealth Management
Florida
$4.46K -$1.98K -21 -31%
AA
2312
Addison Advisors
Vermont
$4.21K -$69.1K -734 -94%
IPS
2313
Investors Portfolio Services
Washington
$4.02K – – –
TFGT
2314
TS Financial Group (TSFG)
Illinois
$4K – – –
DPW
2315
DiNuzzo Private Wealth
Pennsylvania
$3.73K – – –
PWA
2316
Provenance Wealth Advisors
Florida
$3.64K +$3.58K +38 New
PWS
2317
Peterson Wealth Services
Utah
$3.45K +$3.39K +36 New
CAN
2318
Capital Advisor Network
Indiana
$3.25K -$1.88K -20 -37%
CIAS
2319
CBIZ Investment Advisory Services
Ohio
$2.99K – – –
QL
2320
Quarry LP
New York
$2.97K +$2.92K +31 New
RIAS
2321
Rachor Investment Advisory Services
Michigan
$2.92K – – –
WA
2322
Whipplewood Advisors
Colorado
$2.87K -$4.05K -43 -59%
HCM
2323
Hollencrest Capital Management
California
$2.87K – – –
CCMI
2324
Creative Capital Management Investments
California
$2.49K +$2.45K +26 New
TBFA
2325
Three Bearings Fiduciary Advisors
New Hampshire
$2.39K – – –
91 92
93
94 95