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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
726
Shelton Capital Management
Colorado
$603K +$549K +10,249 +1,537%
AG
727
AlphaSimPlex Group
Massachusetts
$599K +$167K +3,111 +40%
CTA
728
Chesley Taft & Associates
Illinois
$594K – – –
PL
729
Perpetual Ltd
Australia
$591K -$107K -2,000 -16%
PP
730
Palladium Partners
Virginia
$591K -$5.35K -100 -0.9%
OWA
731
Outlook Wealth Advisors
Texas
$588K +$15K +281 +3%
PWP
732
Principle Wealth Partners
Connecticut
$586K +$66.1K +1,235 +13%
OFS
733
OneAscent Financial Services
Alabama
$586K +$567K +10,599 New
CCP
734
Clarkston Capital Partners
Michigan
$585K -$107K -2,000 -16%
SJIM
735
St. Johns Investment Management
Florida
$584K +$10.4K +195 +2%
SIG
736
Schaller Investment Group
North Carolina
$583K – – –
BIA
737
BHK Investment Advisors
Alabama
$582K -$216K -4,036 -28%
SC
738
Scotia Capital
Ontario, Canada
$581K -$14K -261 -2%
FVWA
739
Foster Victor Wealth Advisors
South Carolina
$576K -$232K -4,326 -30%
APC
740
Aspire Private Capital
North Carolina
$576K -$98.8K -1,846 -15%
MWM
741
Marietta Wealth Management
Georgia
$573K -$64.7K -1,208 -10%
WEC
742
Winslow Evans & Crocker
Massachusetts
$572K +$187K +3,502 +52%
SFG
743
Summit Financial Group
West Virginia
$571K -$1.77K -33 -0.3%
UF
744
Univest Financial
Pennsylvania
$569K -$26.7K -499 -5%
6M
745
6 Meridian
Kansas
$568K +$9.69K +181 +2%
ESB
746
Essex Savings Bank
Connecticut
$567K +$175K +3,260 +47%
FFN
747
Focus Financial Network
Minnesota
$567K -$2.41K -45 -0.4%
DT
748
Diversified Trust
Tennessee
$560K -$6.16K -115 -1%
GC
749
Grimes & Company
Massachusetts
$558K -$6.69K -125 -1%
BAM
750
Belpointe Asset Management
Nevada
$557K -$292K -5,455 -35%
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