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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
876
Lebenthal Global Advisors
New York
$1.11M +$72.6K +827 +7%
CCA
877
Checchi Capital Advisers
California
$1.11M +$22.7K +259 +2%
SWM
878
Spire Wealth Management
Virginia
$1.11M -$660K -7,527 -36%
WWM
879
Wiser Wealth Management
Georgia
$1.09M +$13.3K +152 +1%
UBV
880
United Bank (Virginia)
Virginia
$1.09M +$2.19K +25 +0.2%
MWM
881
Mission Wealth Management
California
$1.09M +$57.2K +652 +5%
MSS
882
Mitchell Sinkler & Starr
Pennsylvania
$1.09M -$394K -4,492 -25%
BJL
883
Brighton Jones LLC
Washington
$1.09M -$31.1K -355 -3%
SAM
884
SignalPoint Asset Management
Missouri
$1.09M -$39.3K -448 -3%
BAM
885
Belpointe Asset Management
Nevada
$1.09M +$19.5K +222 +2%
SWP
886
Strategic Wealth Partners
Ohio
$1.08M +$206K +2,346 +23%
LOAMS
887
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.08M -$1.16M -13,243 -50%
GA
888
GoalVest Advisory
New York
$1.07M -$10.7K -122 -0.9%
KFGK
889
Keystone Financial Group (Kentucky)
Kentucky
$1.07M +$179K +2,039 +19%
GWANC
890
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.07M +$60.2K +686 +6%
TPI
891
Trust Point Inc
Wisconsin
$1.07M +$24K +273 +2%
CCB
892
Country Club Bank
Missouri
$1.06M -$1.32K -15 -0.1%
API
893
Asset Planning Inc
California
$1.06M +$1.13M +12,849 New
PAMG
894
Patton Albertson Miller Group
Tennessee
$1.06M – – –
1IA
895
1834 Investment Advisors
Wisconsin
$1.05M -$19.7K -225 -2%
BC
896
Burney Company
Virginia
$1.05M -$19.7K -225 -2%
FCP
897
Fidelis Capital Partners
Florida
$1.05M +$185K +2,107 +20%
FLPIM
898
F.L. Putnam Investment Management
Massachusetts
$1.05M -$94.5K -1,077 -8%
SFS
899
Stiles Financial Services
Minnesota
$1.05M +$120K +1,371 +12%
PA
900
Parallel Advisors
California
$1.04M +$101K +1,148 +10%
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