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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
701
Integrated Wealth Concepts
Massachusetts
$892K +$26.7K +417 +3%
AIP
702
Ameritas Investment Partners
Nebraska
$891K – – –
GG
703
Gleason Group
Kentucky
$891K +$9.53K +149 +1%
SBH
704
Segall Bryant & Hamill
Illinois
$888K -$31.9K -499 -3%
CM
705
Columbus Macro
Pennsylvania
$887K -$14.2K -222 -1%
PG
706
Pendal Group
Australia
$885K +$415K +6,482 +80%
ICM
707
Islay Capital Management
Texas
$884K -$70.8K -1,107 -7%
CPA
708
Court Place Advisors
Maryland
$884K -$12.8K -200 -1%
SFG
709
StrategIQ Financial Group
Indiana
$880K -$448 -7 -0%
SEEDPG
710
S.E.E.D. Planning Group
New York
$879K -$150K -2,349 -14%
BFC
711
Blue Fin Capital
Rhode Island
$877K -$32.4K -506 -3%
KPWS
712
Kestra Private Wealth Services
Texas
$866K +$21.9K +342 +2%
LIM
713
Longfellow Investment Management
Massachusetts
$864K -$606K -9,478 -40%
PTC
714
Philadelphia Trust Company
Pennsylvania
$864K -$16K -250 -2%
CAAS
715
Capital Asset Advisory Services
Michigan
$859K +$19.6K +307 +2%
JIP
716
Jaffetilchin Investment Partners
Florida
$859K +$151K +2,358 +20%
WLIM
717
White Lighthouse Investment Management
Massachusetts
$855K – – –
MWM
718
Meridian Wealth Management
Kentucky
$853K +$145K +2,272 +19%
TW
719
TrinityPoint Wealth
Connecticut
$852K +$128 +2 +0%
SM
720
Sciencast Management
New Jersey
$851K +$890K +13,922 New
MSS
721
Mitchell Sinkler & Starr
Pennsylvania
$848K -$35.5K -555 -4%
SW
722
SVB Wealth
Massachusetts
$847K +$2.3K +36 +0.3%
IB
723
Intrust Bank
Kansas
$847K +$60.6K +948 +7%
CT
724
Chicago Trust
Illinois
$846K +$208K +3,260 +30%
RIA
725
Realta Investment Advisors
Delaware
$843K +$7.67K +120 +0.9%
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