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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
901
Choreo LLC
Illinois
$348K +$22.4K +440 +6%
SG
902
StoneX Group
New York
$346K -$113K -2,218 -24%
RA
903
Rational Advisors
New York
$346K -$102K -2,000 -22%
FNBTCON
904
First National Bank & Trust Co of Newtown
Pennsylvania
$345K – – –
KFP
905
Keystone Financial Planning
Ohio
$345K – – –
GRP
906
Global Retirement Partners
California
$345K +$11.4K +224 +3%
SA
907
Strategic Advisors
New York
$344K +$13.2K +259 +4%
SAM
908
Silvercrest Asset Management
New York
$343K -$21.9K -430 -6%
GCMG
909
Gyroscope Capital Management Group
Florida
$343K +$32.3K +633 +10%
CWS
910
Cypress Wealth Services
California
$343K +$363K +7,128 New
BIAS
911
Beacon Investment Advisory Services
New Jersey
$342K -$141K -2,777 -28%
TSW
912
Thompson Siegel & Walmsley
Virginia
$342K -$86.7K -1,702 -19%
BCM
913
Becker Capital Management
Oregon
$342K +$51K +1,000 +16%
TFS
914
TrustCore Financial Services
Tennessee
$342K +$362K +7,105 New
AWA
915
Acorn Wealth Advisors
Michigan
$342K +$371K +7,274 New
BWM
916
BerganKDV Wealth Management
Minnesota
$340K -$1.32K -26 -0.4%
IWC
917
Integrated Wealth Concepts
Massachusetts
$338K +$364K +7,152 New
WKWM
918
Walter & Keenan Wealth Management
Indiana
$337K – – –
FHA
919
Flagship Harbor Advisors
Massachusetts
$336K -$6.06K -119 -2%
KM
920
Kalos Management
Georgia
$334K -$1.68K -33 -0.5%
CCM
921
Covington Capital Management
California
$332K +$51K +1,000 +17%
SCA
922
Stokes Capital Advisors
South Carolina
$329K +$349K +6,844 New
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$328K +$30.2K +592 +10%
GT
924
Glenview Trust
Kentucky
$325K -$4.08K -80 -1%
ST
925
Smithfield Trust
Pennsylvania
$325K +$4.59K +90 +1%
35 36
37
38 39