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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
EPG Wealth Management
Georgia
$1.54M +$33K +353 +2%
NC
827
NovaPoint Capital
Georgia
$1.53M +$144K +1,539 +11%
CCB
828
Country Club Bank
Missouri
$1.53M +$199K +2,130 +15%
JWBC
829
J.W. Burns & Co
New York
$1.52M -$77K -825 -5%
AS
830
Altshuler Shaham
Israel
$1.51M +$441K +4,726 +42%
JFGIW
831
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.51M -$218K -2,330 -13%
SFO
832
Stokes Family Office
Louisiana
$1.5M +$20.4K +218 +1%
HNWAG
833
High Net Worth Advisory Group
Florida
$1.5M +$16.2K +174 +1%
SMA
834
Sage Mountain Advisors
Georgia
$1.5M +$407K +4,355 +38%
AWM
835
Aprio Wealth Management
Georgia
$1.5M +$175K +1,879 +13%
AIA
836
AssuredPartners Investment Advisors
Florida
$1.5M +$87.6K +938 +6%
RS
837
R Squared
Hong Kong
$1.49M +$1.47M +15,719 New
SAM
838
Silvercrest Asset Management
New York
$1.49M – – –
HWP
839
Highline Wealth Partners
California
$1.48M +$9.9K +106 +0.7%
BIG
840
Bush Investment Group
Georgia
$1.48M +$423K +4,536 +41%
CWS
841
Confluence Wealth Services
Pennsylvania
$1.48M +$3.27K +35 +0.2%
ISFAN
842
Investor's Fiduciary Advisor Network
Washington
$1.46M -$15.5K -166 -1%
FC
843
FCA Corp
Texas
$1.46M +$34.1K +365 +2%
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$1.45M – – –
NFC
845
Northstar Financial Companies
Pennsylvania
$1.45M +$312K +3,337 +28%
LGA
846
Lebenthal Global Advisors
New York
$1.45M +$57.7K +618 +4%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$1.45M +$17.4K +186 +1%
DG
848
DMC Group
Alabama
$1.44M +$77.7K +832 +6%
VWM
849
Venturi Wealth Management
Texas
$1.44M +$9.8K +105 +0.7%
SFS
850
Stiles Financial Services
Minnesota
$1.44M +$131K +1,404 +10%
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