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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
776
HM Capital Management
Missouri
$919K – – –
GI
777
Gradient Investments
Minnesota
$919K +$410K +5,408 +67%
CM
778
Columbus Macro
Pennsylvania
$918K -$22.5K -297 -2%
BCP
779
Berkeley Capital Partners
Georgia
$918K -$9.24K -122 -0.9%
RIA
780
Realta Investment Advisors
Delaware
$917K +$1.21K +16 +0.1%
BG
781
Bahl & Gaynor
Ohio
$915K +$91.9K +1,213 +10%
FUBT
782
First United Bank & Trust
Maryland
$914K -$7.2K -95 -0.7%
MIM
783
Marco Investment Management
Georgia
$913K – – –
CAM
784
Cresset Asset Management
Illinois
$909K -$293K -3,871 -22%
FCA
785
FinTrust Capital Advisors
South Carolina
$907K -$42.9K -566 -4%
BCA
786
Bay Colony Advisors
Massachusetts
$905K -$365K -4,814 -27%
TI
787
Tidal Investments
Wisconsin
$903K +$47.2K +623 +5%
AF
788
Advisornet Financial
Minnesota
$901K -$106K -1,400 -10%
LG
789
LaFleur & Godfrey
Michigan
$900K +$530 +7 +0.1%
CPA
790
Court Place Advisors
Maryland
$896K -$11.4K -150 -1%
AP
791
Americana Partners
Texas
$896K +$29.2K +386 +3%
QI
792
Qtron Investments
Massachusetts
$890K – – –
JWS
793
Juncture Wealth Strategies
Arizona
$890K +$108K +1,425 +12%
SOS
794
Silver Oak Securities
Tennessee
$889K +$298K +3,937 +40%
CI
795
Cigna Investments
Connecticut
$887K -$48.7K -643 -5%
MTC
796
Matrix Trust Company
Colorado
$885K +$657K +8,675 +200%
EWA
797
EverSource Wealth Advisors
Alabama
$884K +$97.4K +1,286 +11%
LMKC
798
L.M. Kohn & Company
Ohio
$880K -$43.2K -570 -4%
BFC
799
Blue Fin Capital
Rhode Island
$879K -$3.71K -49 -0.4%
GA
800
GoalVest Advisory
New York
$878K +$91.2K +1,204 +10%
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