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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMR
876
Core Capital Management & Research
Texas
$1.4M +$1.48M +15,718 New
MFIM
877
Mesirow Financial Investment Management
Illinois
$1.4M +$77.4K +822 +6%
SCM
878
Spreng Capital Management
Ohio
$1.39M -$9.41K -100 -0.7%
ISFAN
879
Investor's Fiduciary Advisor Network
Washington
$1.38M -$280K -2,973 -17%
DWM
880
Diversify Wealth Management
Utah
$1.37M +$50.9K +541 +4%
DAS
881
Diversify Advisory Services
Utah
$1.37M +$1.34M +14,219 New
BFW
882
Brady Family Wealth
Missouri
$1.36M – – –
SC
883
Syon Capital
California
$1.36M +$343K +3,643 +35%
TT
884
TI-Trust
Illinois
$1.36M – – –
SF
885
Symphony Financial
Texas
$1.35M +$150K +1,596 +13%
PCG
886
Prosperity Consulting Group
Maryland
$1.35M +$68.4K +727 +5%
WANY
887
Wealthspire Advisors (New York)
New York
$1.34M +$84.9K +902 +7%
PTC
888
Philadelphia Trust Company
Pennsylvania
$1.34M -$25.9K -275 -2%
BCP
889
Berkeley Capital Partners
Georgia
$1.34M +$33.8K +359 +3%
NSUP
890
NLB Skladi upravljanje premozenja
$1.34M – – –
PNC
891
Park National Corp
Ohio
$1.34M +$89.4K +950 +7%
DA
892
Detalus Advisors
Missouri
$1.33M +$9.32K +99 +0.7%
KWM
893
Kiker Wealth Management
Georgia
$1.33M -$18.5K -196 -1%
RPCONE
894
Retirement Planning Company of New England
Rhode Island
$1.33M -$5.74K -61 -0.4%
NW
895
NewEdge Wealth
Pennsylvania
$1.33M +$337K +3,582 +35%
PCS
896
Personal CFO Solutions
New Jersey
$1.33M +$2.35K +25 +0.2%
FMTC
897
Farmers & Merchants Trust Company
California
$1.32M – – –
KFGK
898
Keystone Financial Group (Kentucky)
Kentucky
$1.31M -$1.04K -11 -0.1%
DG
899
DMC Group
Alabama
$1.31M -$279K -2,966 -18%
AIA
900
AssuredPartners Investment Advisors
Florida
$1.31M +$87.2K +926 +7%
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