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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
851
Arrow Financial
New York
$735K – – –
WI
852
WrapManager Inc
California
$735K +$5.96K +88 +0.9%
PP
853
Palladium Partners
Virginia
$735K +$9.75K +144 +1%
SS
854
Sunbelt Securities
Texas
$732K -$67K -989 -9%
BFA
855
Beaumont Financial Advisors
Massachusetts
$730K -$5.35K -79 -0.8%
SHGA
856
Sand Hill Global Advisors
California
$730K +$682K +10,066 New
CGL
857
Clarius Group LLC
Washington
$728K – – –
FSA
858
Franklin Street Advisors
North Carolina
$727K +$1.83K +27 +0.3%
MIM
859
Marco Investment Management
Georgia
$719K – – –
DA
860
Denali Advisors
California
$718K -$47.4K -700 -7%
BHBT
861
Burke & Herbert Bank & Trust
Virginia
$718K +$79.9K +1,180 +14%
EWM
862
EPG Wealth Management
Georgia
$717K +$65K +960 +11%
SFG
863
Sunburst Financial Group
Alabama
$716K -$20.5K -302 -3%
ACS
864
Archford Capital Strategies
Illinois
$715K +$130K +1,915 +25%
ZCA
865
Zeke Capital Advisors
Pennsylvania
$715K +$668K +9,861 New
AWA
866
Acorn Wealth Advisors
Michigan
$713K +$5.69K +84 +0.9%
PSUF
867
People's United Financial
Connecticut
$710K -$44.8K -662 -6%
EIA
868
Eastover Investment Advisors
North Carolina
$705K +$659K +9,729 New
VFA
869
Valeo Financial Advisors
Indiana
$702K +$203K +2,991 +45%
GC
870
Gilbert & Cook
Iowa
$700K +$19.8K +292 +3%
SW
871
Simplicity Wealth
New Jersey
$699K – – –
BFS
872
Bradley Foster & Sargent
Connecticut
$698K -$15.6K -231 -2%
VAM
873
Verity Asset Management
North Carolina
$696K +$81K +1,196 +14%
PFWA
874
Paces Ferry Wealth Advisors
Georgia
$695K +$339 +5 +0.1%
VI
875
Versor Investments
New York
$691K +$381K +5,629 +144%
33 34
35
36 37