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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
901
Element Wealth
Mississippi
$500K +$2.46K +41 +0.5%
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$499K +$18K +300 +4%
EH
903
Equitable Holdings
New York
$495K +$54.5K +907 +13%
GC
904
Gratus Capital
Georgia
$495K +$123K +2,048 +34%
AC
905
Allstate Corporation
Illinois
$495K +$132K +2,192 +37%
ISWM
906
Independent Solutions Wealth Management
New York
$491K -$42.1K -700 -8%
AFG
907
Allegheny Financial Group
Pennsylvania
$490K +$480K +7,984 New
FHA
908
Flagship Harbor Advisors
Massachusetts
$486K -$21.2K -353 -4%
APC
909
Aspire Private Capital
North Carolina
$486K +$43.2K +719 +10%
PAM
910
Peninsula Asset Management
Florida
$485K – – –
VFA
911
Valeo Financial Advisors
Indiana
$485K +$1.62K +27 +0.3%
IC
912
Intersect Capital
California
$485K +$34.2K +569 +8%
IAN
913
Integrated Advisors Network
Texas
$479K -$234K -3,886 -33%
GC
914
Gilbert & Cook
Iowa
$479K +$64.3K +1,069 +16%
CP
915
Camelot Portfolios
Ohio
$478K -$36.6K -608 -7%
DWP
916
Destiny Wealth Partners
Florida
$478K +$468K +7,789 New
TCA
917
Transcend Capital Advisors
New Jersey
$475K +$82.8K +1,377 +22%
WDG
918
Wealth Dimensions Group
Ohio
$475K +$465K +7,738 New
GEA
919
Glen Eagle Advisors
New Jersey
$472K -$14.7K -244 -3%
AT
920
Arden Trust
Delaware
$469K -$17K -283 -4%
OIA
921
OneDigital Investment Advisors
Kansas
$469K -$7.51K -125 -2%
TCMP
922
Thrive Capital Management (Pennsylvania)
Pennsylvania
$469K +$460K +7,643 New
VAM
923
Verity Asset Management
North Carolina
$468K +$24.8K +412 +6%
SB
924
Sunflower Bank
Texas
$466K +$456K +7,585 New
WT
925
Washington Trust
Rhode Island
$464K – – –
35 36
37
38 39