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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
726
ICW Investment Advisors
Arizona
$838K -$23.3K -387 -3%
GLA
727
Good Life Advisors
Pennsylvania
$838K +$2.77K +46 +0.3%
RB
728
Rodgers Brothers
Pennsylvania
$833K – – –
SFO
729
Stokes Family Office
Louisiana
$832K +$41.6K +692 +5%
RP
730
Rowlandmiller & Partners
Georgia
$832K +$72.4K +1,205 +10%
AIS
731
AM Investment Strategies
Tennessee
$831K +$48.3K +803 +6%
PPG
732
Peak Planning Group
Colorado
$826K -$50.1K -834 -6%
HPC
733
HM Payson & Co
Maine
$819K -$37.7K -627 -4%
KPWS
734
Kestra Private Wealth Services
Texas
$809K +$64.6K +1,075 +9%
CAM
735
Centre Asset Management
New York
$808K – – –
MCA
736
Magnolia Capital Advisors
Mississippi
$797K +$2.1K +35 +0.3%
WF
737
Welch & Forbes
Massachusetts
$786K – – –
FSA
738
Franklin Street Advisors
North Carolina
$785K -$18.9K -315 -2%
MG
739
Mather Group
Illinois
$783K -$87.1K -1,449 -10%
SA
740
SRH Advisors
Kansas
$782K – – –
FFN
741
Focus Financial Network
Minnesota
$782K +$2.71K +45 +0.4%
DWA
742
Douglass Winthrop Advisors
New York
$781K +$301K +5,000 +65%
RWP
743
RWA Wealth Partners
Massachusetts
$763K -$1.08K -18 -0.1%
ATC
744
Adirondack Trust Company
New York
$760K -$10.8K -180 -1%
RMC
745
Resources Management Corp
Connecticut
$760K -$6.01K -100 -0.8%
AWM
746
Aberdeen Wealth Management
Illinois
$760K +$20.4K +340 +3%
WAS
747
Wealth Advisory Solutions
Indiana
$755K +$51K +848 +7%
HC
748
Henshaw Capital
Massachusetts
$755K – – –
GG
749
Gofen & Glossberg
Illinois
$754K -$3.01K -50 -0.4%
KA
750
Kovack Advisors
Florida
$754K +$16.2K +269 +2%
28 29
30
31 32