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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
2301
Clean Yield Group
Vermont
$9.65K – – –
FFL
2302
Financial Freedom LLC
Ohio
$9.65K – – –
JFG
2303
JDM Financial Group
Texas
$9.65K – – –
PAI
2304
Pittenger & Anderson Inc
Nebraska
$9.65K – – –
BHWM
2305
Bay Harbor Wealth Management
Maryland
$9.65K +$2.77K +30 +43%
EWM
2306
Evolution Wealth Management
Florida
$9.17K +$8.79K +95 New
VWA
2307
Valued Wealth Advisors
Utah
$9.04K +$5.64K +61 +185%
PWA
2308
Principia Wealth Advisory
Texas
$8.88K +$2.13K +23 +33%
AI
2309
AXS Investments
New York
$8.88K +$8.51K +92 New
CTWM
2310
Cherry Tree Wealth Management
Minnesota
$8.78K – – –
TWD
2311
True Wealth Design
Ohio
$8.78K +$463 +5 +6%
WBC
2312
West Branch Capital
Massachusetts
$8.69K -$10.6K -115 -56%
LFA
2313
LGT Financial Advisors
Texas
$8.4K – – –
ME
2314
McIlrath & Eck
Washington
$8.3K – – –
PSFG
2315
Park Square Financial Group
Georgia
$8.2K -$25K -270 -76%
WSA
2316
Wealth Science Advisors
Georgia
$7.93K +$8.42K +91 New
RWM
2317
Raffa Wealth Management
District of Columbia
$7.92K +$3.05K +33 +67%
RS
2318
Rakuten Securities
Japan
$7.82K -$3.61K -39 -33%
CWA
2319
Carolina Wealth Advisors
South Carolina
$7.82K – – –
RWPA
2320
Richard W. Paul & Associates
Michigan
$7.34K – – –
WA
2321
Whipplewood Advisors
Colorado
$7.05K +$6.75K +73 New
DF
2322
DecisionPoint Financial
Arizona
$6.76K -$1.11K -12 -15%
NWM
2323
Nova Wealth Management
Florida
$6.52K -$648 -7 -9%
BFS
2324
Burkett Financial Services
South Carolina
$6.14K – – –
OAJ
2325
Ogorek Anthony Joseph
New York
$6K +$833 +9 +16%
91 92
93
94 95