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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
651
Mystic Asset Management
Rhode Island
$1.3M -$7.42K -101 -0.6%
AWM
652
Altium Wealth Management
New York
$1.29M +$236K +3,210 +21%
EIP
653
Epoch Investment Partners
New York
$1.29M +$66.2K +902 +5%
CPC
654
Consolidated Planning Corp
Georgia
$1.28M – – –
CA
655
Clearstead Advisors
Ohio
$1.28M +$66.5K +906 +5%
KMWM
656
Keudell/Morrison Wealth Management
Oregon
$1.28M -$49.4K -673 -4%
PAS
657
Park Avenue Securities
New York
$1.28M +$102K +1,392 +8%
IP
658
Ignite Planners
California
$1.28M -$127K -1,733 -9%
SSB
659
Sandy Spring Bank
Maryland
$1.27M -$21.5K -293 -2%
APA
660
American Portfolios Advisors
New York
$1.26M -$3.16K -43 -0.2%
TCOV
661
Trust Company of Vermont
Vermont
$1.26M +$2.5K +34 +0.2%
EWM
662
Evercore Wealth Management
New York
$1.25M -$36.7K -500 -3%
KIA
663
KCM Investment Advisors
California
$1.25M +$37.9K +516 +3%
BO
664
Bank OZK
Arkansas
$1.24M -$67.5K -920 -5%
PCS
665
Personal CFO Solutions
New Jersey
$1.24M -$9.62K -131 -0.7%
RDWM
666
Red Door Wealth Management
Tennessee
$1.24M -$31K -422 -2%
MWM
667
Meridian Wealth Management
Kentucky
$1.24M +$164K +2,232 +15%
CCP
668
Corient Capital Partners
California
$1.23M +$230K +3,130 +22%
PTC
669
Philadelphia Trust Company
Pennsylvania
$1.23M +$157K +2,135 +14%
AC
670
Abbrea Capital
California
$1.22M -$7.34K -100 -0.6%
SWM
671
Sculati Wealth Management
Michigan
$1.22M +$268K +3,655 +27%
GAM
672
Griffin Asset Management
New York
$1.22M – – –
SW
673
SVB Wealth
Massachusetts
$1.22M +$38K +518 +3%
AF
674
Allworth Financial
California
$1.22M +$183K +2,492 +17%
CAM
675
Cresset Asset Management
Illinois
$1.22M -$169K -2,299 -12%
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