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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
901
Integrated Wealth Concepts
Massachusetts
$404K +$15.1K +239 +3%
SF
902
Symphony Financial
Texas
$404K +$441K +6,958 New
SL
903
Summitry LLC
California
$403K – – –
JLBC
904
J.L. Bainbridge & Co
Florida
$399K +$162K +2,555 +53%
CWP
905
Capital Wealth Planning
Florida
$398K -$11K -173 -2%
WAAG
906
Wealth Alliance Advisory Group
Kansas
$397K -$4.63K -73 -1%
KFA
907
Krane Funds Advisors
New York
$396K -$79.3K -1,251 -15%
AT
908
Arden Trust
Delaware
$396K -$67.6K -1,067 -13%
IC
909
Intersect Capital
California
$396K +$19.7K +311 +4%
UF
910
Univest Financial
Pennsylvania
$395K -$100K -1,581 -18%
WCAMG
911
Woodard & Company Asset Management Group
North Carolina
$394K +$174K +2,740 +60%
MWM
912
Meridian Wealth Management
Kentucky
$393K +$103K +1,630 +29%
ACP
913
Aviance Capital Partners
Florida
$392K -$18.6K -294 -4%
TRCT
914
Tower Research Capital (TRC)
New York
$392K +$458K +7,229 New
AIP
915
Ahrens Investment Partners
Louisiana
$391K -$6.33K -100 -1%
KM
916
Kalos Management
Georgia
$391K +$200K +3,164 +81%
EH
917
Equitable Holdings
New York
$389K -$31.1K -491 -6%
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$388K – – –
1IA
919
1834 Investment Advisors
Wisconsin
$385K +$91.6K +1,446 +26%
CT
920
Cambridge Trust
Massachusetts
$384K -$87.7K -1,385 -16%
BBNA
921
Bremer Bank National Association
Minnesota
$384K -$59.2K -934 -12%
CFFP
922
Center for Financial Planning
Michigan
$384K +$171K +2,700 +61%
LI
923
LVZ Inc
Michigan
$380K -$7.92K -125 -2%
AWM
924
Altavista Wealth Management
North Carolina
$380K +$63.4K +1,000 +17%
MIC
925
Means Investment Company
Maine
$377K +$5.13K +81 +1%
35 36
37
38 39