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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
ACG Wealth
Georgia
$591K -$80.3K -1,743 -11%
PP
677
Palladium Partners
Virginia
$588K +$17.3K +375 +3%
WF
678
Welch & Forbes
Massachusetts
$583K -$160K -3,467 -21%
I
679
IberiaBank
Louisiana
$582K +$177K +3,850 +41%
FHA
680
Flagship Harbor Advisors
Massachusetts
$579K -$24.1K -524 -4%
NIM
681
NuWave Investment Management
New Jersey
$574K +$606K +13,153 +45,355%
BAC
682
Boys Arnold & Co
North Carolina
$572K +$42.2K +915 +7%
PP
683
Patten & Patten
Tennessee
$565K -$46.1K -1,000 -7%
BC
684
Burney Company
Virginia
$564K -$169K -3,658 -22%
NB
685
Northwest Bancshares
Pennsylvania
$562K +$73.7K +1,600 +14%
IFWM
686
Institute for Wealth Management
Colorado
$559K -$21.7K -470 -3%
CM
687
Cornerstone Management
Georgia
$558K +$46 +1 +0%
GG
688
Gofen & Glossberg
Illinois
$557K +$4.61K +100 +0.8%
DP
689
Dearborn Partners
Illinois
$557K +$134K +2,916 +30%
PL
690
Perpetual Ltd
Australia
$553K – – –
VF
691
Virtu Financial
New York
$552K -$717K -15,561 -55%
NCM
692
Novare Capital Management
North Carolina
$552K – – –
MFG
693
Merit Financial Group
Georgia
$552K +$71.7K +1,555 +14%
FTC
694
Farmers Trust Company
Ohio
$551K -$4.24K -92 -0.7%
CG
695
CFO4Life Group
Texas
$549K -$81.9K -1,778 -12%
CCP
696
Clarkston Capital Partners
Michigan
$548K – – –
FSA
697
Franklin Street Advisors
North Carolina
$543K +$60.4K +1,310 +12%
RWP
698
RWA Wealth Partners
Massachusetts
$541K -$5.53K -120 -1%
CS
699
Comerica Securities
Michigan
$539K -$38.5K -836 -6%
BAM
700
Belpointe Asset Management
Nevada
$539K +$569K +12,357 New
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