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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
851
Wiser Wealth Management
Georgia
$1.18M +$1.12M +13,123 New
STA
852
Summit Trail Advisors
New York
$1.18M +$374K +4,380 +50%
1IA
853
1834 Investment Advisors
Wisconsin
$1.17M -$413K -4,836 -27%
BC
854
Burney Company
Virginia
$1.17M -$16.8K -197 -1%
CCB
855
Country Club Bank
Missouri
$1.16M +$1.97K +23 +0.2%
PAMG
856
Patton Albertson Miller Group
Tennessee
$1.16M -$36.3K -425 -3%
IAN
857
Integrated Advisors Network
Texas
$1.15M -$88.2K -1,033 -7%
GSEP
858
Golden State Equity Partners
California
$1.15M -$513 -6 -0%
FCM
859
Fourpath Capital Management
Oklahoma
$1.15M -$305K -3,576 -22%
TPI
860
Trust Point Inc
Wisconsin
$1.14M -$30.6K -358 -3%
LGA
861
Lebenthal Global Advisors
New York
$1.14M +$520K +6,089 +92%
MWM
862
Mission Wealth Management
California
$1.14M +$103K +1,207 +11%
EWM
863
Evercore Wealth Management
New York
$1.13M -$34.2K -400 -3%
RP
864
Rowlandmiller & Partners
Georgia
$1.13M -$175K -2,050 -14%
CCWM
865
Cassaday & Co Wealth Management
Virginia
$1.13M +$88.7K +1,038 +9%
SA
866
SRH Advisors
Kansas
$1.13M – – –
BFS
867
Bard Financial Services
Connecticut
$1.13M -$347K -4,065 -25%
WW
868
Waterfront Wealth
Kansas
$1.12M +$18.5K +216 +2%
CAM
869
Columbia Asset Management
Michigan
$1.12M +$342 +4 +0%
CCT
870
Chemung Canal Trust
New York
$1.12M -$120K -1,406 -10%
FWP
871
Firethorn Wealth Partners
Georgia
$1.11M +$153K +1,795 +17%
SOS
872
Silver Oak Securities
Tennessee
$1.11M +$4.78K +56 +0.5%
BAM
873
Belpointe Asset Management
Nevada
$1.11M +$191K +2,238 +22%
GWANC
874
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.11M – – –
MSA
875
Marino Stram & Associates
Massachusetts
$1.11M +$11.4K +134 +1%
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