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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
651
Regal Investment Advisors
Michigan
$611K -$31.3K -659 -5%
PWLP
652
Prio Wealth Limited Partnership
Massachusetts
$609K -$2.56K -54 -0.4%
GLA
653
Great Lakes Advisors
Illinois
$606K -$5.56K -117 -0.8%
OC
654
Oakworth Capital
Alabama
$605K +$10K +211 +2%
NAMA
655
Nikko Asset Management Americas
New York
$603K – – –
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$598K -$36.8K -775 -5%
HCM
657
Hollencrest Capital Management
California
$590K +$633K +13,326 New
SI
658
SII Investments
Wisconsin
$586K -$45.9K -966 -7%
DC
659
Deschaine & Company
Illinois
$582K -$23.8K -500 -4%
SL
660
Summitry LLC
California
$578K – – –
TTWM
661
TCV Trust & Wealth Management
Virginia
$576K +$58.5K +1,231 +10%
AP
662
Appleton Partners
Massachusetts
$576K +$325K +6,840 +111%
TCM
663
Twin Capital Management
Pennsylvania
$572K -$2.38K -50 -0.4%
RCAG
664
Rehmann Capital Advisory Group
Michigan
$568K +$18.4K +387 +3%
ANI
665
American National Insurance
Texas
$566K – – –
BRWA
666
B. Riley Wealth Advisors
Florida
$565K +$6.18K +130 +1%
AWA
667
ARS Wealth Advisors
Florida
$563K -$20.9K -440 -3%
CWM
668
Concert Wealth Management
California
$558K +$40.3K +849 +5%
MCMT
669
Moon Capital Management (Tennessee)
Tennessee
$555K – – –
HIC
670
Holderness Investments Company
North Carolina
$555K – – –
EWM
671
Evercore Wealth Management
New York
$554K +$119K +2,512 +25%
1GA
672
1st Global Advisors
Texas
$552K -$12.8K -269 -2%
C
673
CFO4Life
Texas
$548K +$223K +4,703 +61%
HVIA
674
Hudson Valley Investment Advisors
New York
$544K +$2.38K +50 +0.4%
SSWM
675
Sheets Smith Wealth Management
North Carolina
$542K +$1.24K +26 +0.2%
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