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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
851
Firethorn Wealth Partners
Georgia
$749K +$107K +1,459 +18%
FAIM
852
Financial Advocates Investment Management
Washington
$748K +$92.4K +1,259 +14%
CIC
853
Cornercap Investment Counsel
Georgia
$745K -$396K -5,398 -34%
TI
854
Trexquant Investment
Connecticut
$743K -$1.65M -22,452 -68%
SP
855
Successful Portfolios
Florida
$743K -$367 -5 -0%
MMG
856
Monetary Management Group
Missouri
$740K – – –
SAM
857
Shikiar Asset Management
New York
$738K -$184K -2,500 -19%
PWM
858
Perigon Wealth Management
California
$738K +$149K +2,026 +24%
CM
859
Cornerstone Management
Georgia
$737K +$147 +2 +0%
FT
860
Fiduciary Trust
Massachusetts
$734K -$36.7K -500 -5%
BFA
861
Beaumont Financial Advisors
Massachusetts
$733K +$14.7K +200 +2%
RGC
862
Roberts, Glore & Co
Illinois
$725K -$1.84K -25 -0.2%
AWM
863
Accurate Wealth Management
Florida
$725K +$514 +7 +0.1%
GLLW
864
Graves Light Lenhart Wealth
Virginia
$724K +$73 +1 +0%
AF
865
Arrow Financial
New York
$723K – – –
KFA
866
Krane Funds Advisors
New York
$722K +$194K +2,645 +35%
SS
867
Sunbelt Securities
Texas
$720K +$514 +7 +0.1%
GC
868
Gilbert & Cook
Iowa
$716K +$28.8K +392 +4%
WAM
869
Warberg Asset Management
Illinois
$713K +$734K +10,000 New
PPG
870
Peak Planning Group
Colorado
$712K +$733K +9,978 New
FSA
871
Franklin Street Advisors
North Carolina
$711K -$4.92K -67 -0.7%
CCM
872
Coldstream Capital Management
Washington
$711K +$101K +1,377 +16%
SOS
873
Silver Oak Securities
Tennessee
$710K -$22.3K -304 -3%
MCM
874
MAI Capital Management
Ohio
$709K +$190K +2,583 +35%
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$705K – – –
33 34
35
36 37