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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
876
Baldwin Wealth Partners
Massachusetts
$357K – – –
MAA
877
Mraz Amerine & Associates
California
$356K -$118K -2,413 -26%
RFN
878
RDA Financial Network
Iowa
$355K +$331K +6,743 New
WEC
879
Winslow Evans & Crocker
Massachusetts
$352K -$9.41K -192 -3%
HIS
880
Harvest Investment Services
Illinois
$348K +$58.8K +1,199 +21%
AAM
881
Autus Asset Management
Arizona
$346K -$13.1K -267 -4%
WIA
882
Wealthstreet Investment Advisors
Texas
$346K +$88.4K +1,803 +37%
BBA
883
Braun-Bostich & Associates
Pennsylvania
$345K -$111K -2,270 -25%
GJIC
884
Gamble Jones Investment Counsel
California
$343K -$18.6K -380 -5%
CP
885
Camelot Portfolios
Ohio
$341K -$1.1M -22,472 -77%
SFWA
886
Summit Financial Wealth Advisors
Louisiana
$341K – – –
WAM
887
Wakefield Asset Management
Colorado
$341K +$323K +6,596 New
DWM
888
Doyle Wealth Management
Florida
$340K -$221K -4,513 -41%
SG
889
StoneX Group
New York
$340K +$441 +9 +0.1%
BWP
890
Bernardo Wealth Planning
Pennsylvania
$338K -$5.24K -107 -2%
KFP
891
KMG Fiduciary Partners
Ohio
$337K +$319K +6,515 New
BCM
892
Becker Capital Management
Oregon
$336K -$49K -1,000 -13%
YIA
893
YHB Investment Advisors
Connecticut
$336K -$29.4K -600 -8%
KFC
894
Klingenstein Fields & Co
New York
$335K – – –
C
895
Cerebellum
California
$334K +$54.2K +1,105 +21%
MSAM
896
Moloney Securities Asset Management
Missouri
$332K +$5.74K +117 +2%
PFO
897
Pathstone Family Office
New Jersey
$330K +$155K +3,156 +98%
CICI
898
Capital Investment Counsel Inc
North Carolina
$329K +$15.9K +325 +5%
LJAC
899
L.J. Altfest & Co
New York
$327K – – –
BHWM
900
Bay Harbor Wealth Management
Maryland
$325K +$27.3K +557 +10%
34 35
36
37 38