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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
776
Widmann Financial Services
Maryland
$911K +$16.3K +240 +2%
CFG
777
Cooper Financial Group
California
$910K +$573K +8,459 +207%
TFS
778
TrustCore Financial Services
Tennessee
$906K +$101K +1,491 +14%
BG
779
Bahl & Gaynor
Ohio
$903K -$81.2K -1,199 -9%
MSA
780
Marino Stram & Associates
Massachusetts
$897K -$8.4K -124 -1%
PNC
781
Park National Corp
Ohio
$894K -$41.2K -609 -5%
BCP
782
Berkeley Capital Partners
Georgia
$893K -$301K -4,447 -27%
MIAN
783
Mariner Independent Advisor Network
Kansas
$886K +$110K +1,618 +15%
CCB
784
Country Club Bank
Missouri
$886K +$828K +12,223 New
AUB
785
Atlantic Union Bankshares
Virginia
$883K -$79.4K -1,173 -9%
CWS
786
Confluence Wealth Services
Pennsylvania
$881K -$6.23K -92 -0.8%
DG
787
DMC Group
Alabama
$879K -$167K -2,461 -18%
APP
788
Avantax Planning Partners
Iowa
$879K +$8.94K +132 +1%
SF
789
Symphony Financial
Texas
$879K +$195K +2,875 +33%
CB
790
Cadence Bank
Mississippi
$876K -$57.6K -850 -7%
WI
791
Wintrust Investments
Illinois
$874K -$5.49K -81 -0.7%
CIC
792
Carnegie Investment Counsel
Ohio
$866K +$610 +9 +0.1%
CT
793
Chicago Trust
Illinois
$861K -$176K -2,600 -18%
TA
794
TrueWealth Advisors
Alabama
$859K – – –
HSA
795
HBK Sorce Advisory
Pennsylvania
$859K +$15.6K +231 +2%
HLOC
796
H.L. Ormond & Company
North Carolina
$852K +$880 +13 +0.1%
GIA
797
Gladstone Institutional Advisory
Florida
$851K +$45.9K +677 +6%
AFC
798
AFT Forsyth & Company
Florida
$851K +$795K +11,733 New
FA
799
FDx Advisors
Illinois
$850K +$11K +162 +1%
ONB
800
Old National Bancorp
Indiana
$842K +$72.2K +1,066 +10%
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