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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Connecticut Wealth Management
Connecticut
$404K +$398K +7,455 New
VIA
902
Vident Investment Advisory
Georgia
$403K +$36K +673 +10%
GRP
903
Global Retirement Partners
California
$402K -$4.38K -82 -1%
WG
904
Watchman Group
Texas
$402K +$2.78K +52 +0.7%
LI
905
LVZ Inc
Michigan
$401K +$54.6K +1,021 +16%
JLBC
906
J.L. Bainbridge & Co
Florida
$400K +$588 +11 +0.1%
AF
907
Aldebaran Financial
$399K -$79K -1,479 -17%
IC
908
Intersect Capital
California
$397K -$6.47K -121 -2%
WAAG
909
Wealth Alliance Advisory Group
Kansas
$396K -$8.55K -160 -2%
PCIA
910
Prime Capital Investment Advisors
Kansas
$395K -$68.2K -1,277 -15%
IEFM
911
IQ EQ Fund Management
Ireland
$395K – – –
PSP
912
Principal Street Partners
Tennessee
$395K +$10.8K +202 +3%
FI
913
FormulaFolio Investments
Michigan
$394K -$122K -2,280 -24%
BST
914
Bath Savings Trust
Maine
$393K – – –
ACP
915
Aviance Capital Partners
Florida
$393K +$428 +8 +0.1%
VAM
916
Verity Asset Management
North Carolina
$391K -$108K -2,018 -22%
APC
917
Aspire Private Capital
North Carolina
$390K +$1.12K +21 +0.3%
PFO
918
Pathstone Family Office
New Jersey
$390K +$72.5K +1,356 +23%
HI
919
Horizon Investments
North Carolina
$389K -$336K -6,296 -46%
OSAM
920
O'Shaughnessy Asset Management
Connecticut
$389K +$83.6K +1,564 +28%
AWM
921
Altium Wealth Management
New York
$388K -$67.9K -1,271 -15%
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$388K – – –
EH
923
Equitable Holdings
New York
$388K +$11.1K +208 +3%
AG
924
AlphaSimPlex Group
Massachusetts
$388K +$141K +2,630 +58%
AIP
925
Ahrens Investment Partners
Louisiana
$387K -$9.67K -181 -2%
35 36
37
38 39