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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
701
Global Retirement Partners
California
$1.7M +$117K +1,332 +7%
HI
702
Horizon Investments
North Carolina
$1.69M +$57.8K +659 +3%
CFG
703
Citizens Financial Group
Rhode Island
$1.69M -$18.5K -211 -1%
DCM
704
Donaldson Capital Management
Indiana
$1.69M -$69.5K -792 -4%
PCM
705
Parsons Capital Management
Rhode Island
$1.68M -$18.7K -213 -1%
CIAS
706
Capital Investment Advisory Services
North Carolina
$1.68M -$39.4K -449 -2%
SCM
707
Shelton Capital Management
Colorado
$1.68M -$325K -3,700 -15%
HVIA
708
Hudson Valley Investment Advisors
New York
$1.67M – – –
MCA
709
MSH Capital Advisors
Arizona
$1.67M +$65.8K +750 +4%
WANY
710
Wealthspire Advisors (New York)
New York
$1.66M +$23.5K +268 +1%
AFG
711
Atomi Financial Group
New York
$1.66M +$1.84K +21 +0.1%
CPC
712
Consolidated Planning Corp
Georgia
$1.66M +$46.4K +529 +3%
BW
713
Bison Wealth
Georgia
$1.65M -$1M -11,413 -36%
GWM
714
Geneos Wealth Management
Colorado
$1.65M +$67.8K +773 +4%
FDCDDQ
715
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.65M +$350K +3,987 +25%
CIC
716
Canal Insurance Company
South Carolina
$1.65M – – –
MAM
717
Mystic Asset Management
Rhode Island
$1.64M +$69.8K +796 +4%
WCM
718
Weaver Capital Management
Georgia
$1.64M +$51.7K +589 +3%
GLA
719
Good Life Advisors
Pennsylvania
$1.64M -$69K -787 -4%
MAS
720
Meeder Advisory Services
Ohio
$1.63M -$41.3K -471 -2%
LWP
721
LMG Wealth Partners
Louisiana
$1.62M +$4.65K +53 +0.3%
SFG
722
SevenBridge Financial Group
Pennsylvania
$1.62M -$11.3K -129 -0.7%
WSFS
723
Wilmington Savings Fund Society
Delaware
$1.62M -$571K -6,514 -25%
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$1.61M -$3.25K -37 -0.2%
CT
725
Caldwell Trust
Florida
$1.61M +$299K +3,408 +21%
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