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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
501
Ameritas Investment Partners
Nebraska
$3.46M -$30.2K -344 -0.8%
WC
502
Woodstock Corp
Massachusetts
$3.44M +$179K +2,040 +5%
CGPCS
503
Capital Group Private Client Services
California
$3.44M -$9.9M -112,893 -73%
WHRC
504
W.H. Reaves & Co
New Jersey
$3.44M -$2.28K -26 -0.1%
OIA
505
OneDigital Investment Advisors
Kansas
$3.44M -$71.3K -813 -2%
PAS
506
Park Avenue Securities
New York
$3.41M -$1.11M -12,663 -23%
FNFDCM
507
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.4M +$1.58K +18 +0%
MCM
508
Mainstay Capital Management
Michigan
$3.39M +$45.1K +514 +1%
PCA
509
Providence Capital Advisors
North Carolina
$3.38M +$10.5K +120 +0.3%
CNBT
510
Canandaigua National Bank & Trust
New York
$3.38M -$82.7K -943 -2%
TA
511
TrueWealth Advisors
Alabama
$3.37M -$10.8K -123 -0.3%
LWM
512
LongView Wealth Management
Georgia
$3.35M +$1.23K +14 +0%
CWP
513
Concord Wealth Partners
Virginia
$3.31M +$180K +2,052 +5%
CSP
514
Cary Street Partners
Virginia
$3.28M +$3.49M +39,785 New
OWM
515
OneAscent Wealth Management
Alabama
$3.25M +$809K +9,218 +30%
SFG
516
Sovereign Financial Group
Connecticut
$3.24M -$47.4K -540 -1%
HAG
517
HighPoint Advisor Group
Illinois
$3.23M -$47.3K -539 -1%
ATC
518
Argent Trust Co
Tennessee
$3.22M -$20K -228 -0.6%
PGFC
519
Peapack-Gladstone Financial Corp
New Jersey
$3.22M -$1.32K -15 -0%
SW
520
SteelPeak Wealth
California
$3.19M -$5.1M -58,134 -60%
AIMCA
521
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.19M – – –
APP
522
Avantax Planning Partners
Iowa
$3.18M +$135K +1,535 +4%
WFG
523
Wills Financial Group
Virginia
$3.16M +$732K +8,347 +28%
JWM
524
JPL Wealth Management
Colorado
$3.16M +$3.36M +38,350 New
DP
525
Dearborn Partners
Illinois
$3.14M -$18.2K -208 -0.5%
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