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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
526
Richard Bernstein Advisors
New York
$3.48M +$3.41M +37,921 New
EF
527
Empirical Finance
Pennsylvania
$3.47M +$22.1K +246 +0.7%
VF
528
Vest Financial
Virginia
$3.43M +$946K +10,537 +39%
BO
529
Bank OZK
Arkansas
$3.43M +$109K +1,209 +3%
PMIA
530
Patrick Mauro Investment Advisor
Illinois
$3.43M -$244K -2,720 -7%
IC
531
IEQ Capital
California
$3.43M -$1.03M -11,454 -23%
HAG
532
HighPoint Advisor Group
Illinois
$3.41M -$15.9K -177 -0.5%
MIP
533
Marietta Investment Partners
Wisconsin
$3.4M +$1.36M +15,152 +69%
EF
534
Empowered Funds
Pennsylvania
$3.4M +$268K +2,988 +9%
TF
535
Trek Financial
Arizona
$3.38M -$15.1K -168 -0.5%
LWM
536
LongView Wealth Management
Georgia
$3.38M -$192K -2,140 -5%
CSP
537
Cary Street Partners
Virginia
$3.35M -$2.6M -28,954 -44%
DWP
538
Daymark Wealth Partners
Ohio
$3.35M +$16.3K +182 +0.5%
SFG
539
Sovereign Financial Group
Connecticut
$3.35M -$51.1K -569 -2%
MA
540
Mutual Advisors
Nebraska
$3.34M +$126K +1,398 +4%
FDCDDQ
541
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29M +$88.1K +981 +3%
WPC
542
Waters Parkerson & Co
Louisiana
$3.28M -$732K -8,154 -19%
FLI
543
Family Legacy Inc
South Carolina
$3.25M -$35.6K -396 -1%
VT
544
Vise Technologies
New York
$3.23M +$3.16M +35,191 New
NMIMC
545
Northwestern Mutual Investment Management Company
Wisconsin
$3.22M +$19K +212 +0.6%
ECM
546
Everence Capital Management
Indiana
$3.2M – – –
GLR
547
Great Lakes Retirement
Ohio
$3.17M +$164K +1,829 +6%
ET
548
Equitable Trust
Tennessee
$3.17M +$615K +6,843 +25%
BF
549
BOK Financial
Oklahoma
$3.17M -$43.7K -486 -1%
AWS
550
Atria Wealth Solutions
New York
$3.17M -$6.2M -69,073 -67%
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