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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
701
Burney Company
Virginia
$872K +$133K +2,144 +19%
NFG
702
Next Financial Group
Texas
$871K -$96.9K -1,564 -10%
IWM
703
IHT Wealth Management
Illinois
$869K -$14.6K -235 -2%
ECG
704
Edge Capital Group
Georgia
$869K +$2.67K +43 +0.3%
AAM
705
American Asset Management
Florida
$868K +$6.2K +100 +0.7%
ACM
706
AlphaCrest Capital Management
New York
$867K -$210K -3,393 -20%
TT
707
TI-Trust
Illinois
$867K +$843K +13,610 New
SFO
708
Stokes Family Office
Louisiana
$862K +$839K +13,536 New
AW
709
ACG Wealth
Georgia
$856K +$11.2K +181 +1%
CB
710
Cadence Bank
Mississippi
$855K +$36.1K +583 +5%
VCA
711
Verdence Capital Advisors
Maryland
$853K -$186K -3,003 -18%
CIA
712
CSat Investment Advisory
Michigan
$851K -$65.3K -1,054 -7%
MAFM
713
Mid Atlantic Financial Management
Pennsylvania
$849K -$73.6K -1,187 -8%
CS
714
Comerica Securities
Michigan
$836K -$20.8K -336 -2%
ISWM
715
Independent Solutions Wealth Management
New York
$836K +$813K +13,121 New
MFG
716
Menard Financial Group
Texas
$835K +$811K +13,095 New
WB
717
West Bancorporation
Iowa
$832K +$810K +13,069 New
CAM
718
Centre Asset Management
New York
$831K -$117K -1,890 -13%
ACI
719
Alpha Cubed Investments
California
$830K -$70.3K -1,134 -8%
LIA
720
LBMC Investment Advisors
Tennessee
$828K +$1.61K +26 +0.2%
CIC
721
Carnegie Investment Counsel
Ohio
$827K +$28.7K +463 +4%
SLF
722
Sun Life Financial
Ontario, Canada
$823K -$438K -7,066 -35%
LMAM
723
Legg Mason Asset Management
Japan
$821K +$58.3K +940 +8%
OFS
724
OneAscent Financial Services
Alabama
$814K +$792K +12,785 New
CIAS
725
Capital Investment Advisory Services
North Carolina
$812K +$20.2K +326 +3%
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