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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
851
GSB Wealth Management
Connecticut
$387K – – –
WAAG
852
Wealth Alliance Advisory Group
Kansas
$387K – – –
TCOT
853
Trust Company of Toledo
Ohio
$385K -$147 -3 -0%
XWM
854
Xcel Wealth Management
Florida
$383K -$142K -2,900 -28%
AFA
855
American Financial Advisors
Georgia
$383K +$1.96K +40 +0.5%
AIM
856
Axiom Investment Management
New York
$380K -$62.3K -1,271 -15%
IC
857
Intersect Capital
California
$380K +$12.4K +254 +4%
WLIM
858
White Lighthouse Investment Management
Massachusetts
$378K -$48.1K -982 -12%
SFA
859
Sequoia Financial Advisors
Ohio
$376K +$61.9K +1,262 +21%
BFA
860
Beaumont Financial Advisors
Massachusetts
$375K -$29.7K -605 -8%
AIP
861
Ahrens Investment Partners
Louisiana
$373K -$9.8K -200 -3%
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$373K – – –
FNBTCON
863
First National Bank & Trust Co of Newtown
Pennsylvania
$370K – – –
PWLP
864
Prio Wealth Limited Partnership
Massachusetts
$368K -$49K -1,000 -12%
MBT
865
Montecito Bank & Trust
California
$368K – – –
RGC
866
Roberts, Glore & Co
Illinois
$366K – – –
SC
867
Sawyer & Company
Massachusetts
$366K – – –
GC
868
Gilbert & Cook
Iowa
$365K +$346K +7,055 New
SCA
869
Snowden Capital Advisors
New York
$365K -$24.3K -496 -7%
LBC
870
Lowe Brockenbrough & Co
Virginia
$364K – – –
LB
871
Landmark Bank
Missouri
$362K -$46.8K -955 -12%
ESB
872
Essex Savings Bank
Connecticut
$362K -$34.3K -700 -9%
KFP
873
Keystone Financial Planning
Ohio
$362K – – –
SCA
874
Stokes Capital Advisors
South Carolina
$360K -$12.3K -250 -3%
DJSG
875
D.J. St. Germain
Massachusetts
$359K -$26.2K -535 -7%
33 34
35
36 37