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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
901
Aviance Capital Partners
Florida
$480K -$80.2K -1,294 -15%
CWP
902
Capital Wealth Planning
Florida
$479K – – –
ISL
903
Ingalls & Snyder LLC
New York
$478K – – –
RIG
904
Roosevelt Investment Group
New York
$477K +$464K +7,487 New
GWM
905
GSB Wealth Management
Connecticut
$476K – – –
SFA
906
Sequoia Financial Advisors
Ohio
$476K +$91.9K +1,483 +25%
SL
907
Summitry LLC
California
$475K -$6.2K -100 -1%
WAAG
908
Wealth Alliance Advisory Group
Kansas
$472K +$6.2K +100 +1%
AIP
909
Ahrens Investment Partners
Louisiana
$466K -$39.9K -644 -8%
RM
910
Resource Management
Louisiana
$462K -$48.9K -789 -10%
AG
911
AlphaSimPlex Group
Massachusetts
$461K -$57.3K -925 -11%
IWC
912
Integrated Wealth Concepts
Massachusetts
$460K -$10.3K -166 -2%
CTB
913
Country Trust Bank
Illinois
$459K – – –
DTL
914
Dynamic Technology Lab
Singapore
$459K +$446K +7,199 New
VCM
915
Virtue Capital Management
Tennessee
$457K -$829K -13,381 -65%
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$457K – – –
OIA
917
OneDigital Investment Advisors
Kansas
$456K -$6.07K -98 -1%
LI
918
LVZ Inc
Michigan
$455K +$192K +3,101 +77%
MIM
919
Marco Investment Management
Georgia
$453K -$12.4K -200 -3%
JWS
920
Juncture Wealth Strategies
Arizona
$452K +$18.6K +300 +4%
PWLP
921
Prio Wealth Limited Partnership
Massachusetts
$451K +$9.54K +154 +2%
HC
922
HNP Capital
New York
$451K +$74.2K +1,197 +20%
CAM
923
Congress Asset Management
Massachusetts
$450K -$43.4K -700 -9%
FCB
924
First Command Bank
Texas
$449K -$52.7K -850 -11%
FCFS
925
First Command Financial Services
Texas
$449K -$52.7K -850 -11%
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38 39