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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
851
Bartlett & Co Wealth Management
Ohio
$549K +$868 +14 +0.2%
KFA
852
Krane Funds Advisors
New York
$546K -$18.5K -299 -3%
VFA
853
Valeo Financial Advisors
Indiana
$545K -$54.4K -878 -9%
RPG
854
Resource Planning Group
Georgia
$545K -$20.1K -325 -4%
GIM
855
Greylin Investment Management
Virginia
$545K – – –
CB
856
Community Bank
New York
$544K -$13.3K -214 -2%
THWM
857
Taylor Hoffman Wealth Management
Virginia
$544K – – –
HCMNY
858
Howard Capital Management (New York)
New York
$543K +$5.02K +81 +1%
CCM
859
Cadence Capital Management
Massachusetts
$542K +$87.9K +1,418 +20%
CAN
860
Claraphi Advisory Network
United States
$541K +$526K +8,486 New
HC
861
Henshaw Capital
Massachusetts
$540K +$105K +1,688 +25%
CT
862
Cambridge Trust
Massachusetts
$540K +$16.5K +266 +3%
KWM
863
Kingsview Wealth Management
Oregon
$538K -$78.7K -1,270 -13%
SAM
864
Silvercrest Asset Management
New York
$537K – – –
AT
865
Arden Trust
Delaware
$535K -$3.28K -53 -0.6%
TAIM
866
TD Ameritrade Investment Management
Nebraska
$532K +$34.1K +550 +7%
VHAM
867
Van Hulzen Asset Management
California
$528K -$627K -10,116 -55%
CWM
868
Confluence Wealth Management
Oregon
$528K – – –
CA
869
Claro Advisors
Massachusetts
$528K +$169K +2,728 +49%
PA
870
Probity Advisors
Texas
$527K – – –
WIA
871
Wealthstreet Investment Advisors
Texas
$524K – – –
CCP
872
Corient Capital Partners
California
$524K +$22.6K +365 +5%
PI
873
PEAK6 Investments
Illinois
$524K +$510K +8,230 New
CBN
874
Cadence Bank NA
Texas
$523K – – –
BST
875
Bath Savings Trust
Maine
$518K -$27K -435 -5%
33 34
35
36 37