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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
C
851
Cerebellum
California
$467K +$63.9K +1,102 +17%
HIMC
852
Heritage Investors Management Corp
Maryland
$466K -$44.3K -765 -9%
CWP
853
Capital Wealth Planning
Florida
$466K -$19.9K -343 -4%
SL
854
Summitry LLC
California
$466K +$1.74K +30 +0.4%
GVAG
855
Great Valley Advisor Group
Delaware
$465K +$200K +3,449 +85%
ISL
856
Ingalls & Snyder LLC
New York
$463K – – –
GWM
857
GSB Wealth Management
Connecticut
$462K – – –
PCG
858
Private Capital Group
Connecticut
$461K +$82.8K +1,429 +24%
TCOT
859
Trust Company of Toledo
Ohio
$459K – – –
PAG
860
Pinnacle Advisory Group
Maryland
$457K -$33.3K -574 -7%
IWC
861
Integrated Wealth Concepts
Massachusetts
$456K -$58K -1,001 -12%
GC
862
Gilbert & Cook
Iowa
$453K +$11.1K +192 +3%
MIM
863
Marco Investment Management
Georgia
$451K – – –
SIA
864
Strategic Investment Advisors
Michigan
$451K +$28.4K +490 +7%
WAAG
865
Wealth Alliance Advisory Group
Kansas
$450K – – –
OIA
866
OneDigital Investment Advisors
Kansas
$448K -$303K -5,219 -42%
TA
867
Tiedemann Advisors
New York
$447K +$19.2K +332 +5%
CTB
868
Country Trust Bank
Illinois
$445K – – –
BHBT
869
Burke & Herbert Bank & Trust
Virginia
$443K – – –
OWA
870
Outlook Wealth Advisors
Texas
$441K -$202K -3,493 -33%
HIIFS
871
Harel Insurance Investments & Financial Services
Israel
$439K +$387K +6,680 +1,590%
CCM
872
Cadence Capital Management
Massachusetts
$438K -$6.55K -113 -2%
SC
873
Sawyer & Company
Massachusetts
$437K – – –
WLIM
874
White Lighthouse Investment Management
Massachusetts
$437K +$21.4K +369 +6%
MIP
875
Marietta Investment Partners
Wisconsin
$434K +$407K +7,030 New
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35
36 37