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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2301
Principia Wealth Advisory
Texas
$8.88K +$2.13K +23 +33%
AI
2302
AXS Investments
New York
$8.88K +$8.51K +92 New
CTWM
2303
Cherry Tree Wealth Management
Minnesota
$8.78K – – –
TWD
2304
True Wealth Design
Ohio
$8.78K +$463 +5 +6%
WBC
2305
West Branch Capital
Massachusetts
$8.69K -$10.6K -115 -56%
LFA
2306
LGT Financial Advisors
Texas
$8.4K – – –
ME
2307
McIlrath & Eck
Washington
$8.3K – – –
PSFG
2308
Park Square Financial Group
Georgia
$8.2K -$25K -270 -76%
WSA
2309
Wealth Science Advisors
Georgia
$7.93K +$8.42K +91 New
RWM
2310
Raffa Wealth Management
District of Columbia
$7.92K +$3.05K +33 +67%
RS
2311
Rakuten Securities
Japan
$7.82K -$3.61K -39 -33%
CWA
2312
Carolina Wealth Advisors
South Carolina
$7.82K – – –
RWPA
2313
Richard W. Paul & Associates
Michigan
$7.34K – – –
WA
2314
Whipplewood Advisors
Colorado
$7.05K +$6.75K +73 New
DF
2315
DecisionPoint Financial
Arizona
$6.76K -$1.11K -12 -15%
NWM
2316
Nova Wealth Management
Florida
$6.52K -$648 -7 -9%
BFS
2317
Burkett Financial Services
South Carolina
$6.14K – – –
OAJ
2318
Ogorek Anthony Joseph
New York
$6K +$833 +9 +16%
ACA
2319
Atlas Capital Advisors
Wyoming
$5.98K +$1.39K +15 +32%
IWM
2320
IMG Wealth Management
Florida
$5.89K -$33.4K -361 -86%
TM
2321
Torren Management
California
$5.88K -$4.07K -44 -42%
FP
2322
Financial Perspectives
Minnesota
$5.59K – – –
CFG
2323
Clayton Financial Group
Missouri
$5.5K – – –
EWP
2324
Elevation Wealth Partners
California
$5.41K – – –
MCA
2325
McGuire Capital Advisors
Oklahoma
$5.41K – – –
91 92
93
94 95