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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
901
West Family Investments
California
$692K -$22.2K -332 -3%
SW
902
Simplicity Wealth
New Jersey
$690K +$1.54K +23 +0.2%
FT
903
Fiduciary Trust
Massachusetts
$689K -$4.95K -74 -0.8%
WI
904
WrapManager Inc
California
$685K +$1.87K +28 +0.3%
FHB
905
First Hawaiian Bank
Hawaii
$685K +$138K +2,057 +27%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$681K – – –
VAM
907
Verity Asset Management
North Carolina
$681K +$12.4K +185 +2%
JAG
908
Journey Advisory Group
Kentucky
$680K +$396K +5,921 +164%
AAS
909
Ameritas Advisory Services
Nebraska
$680K +$126K +1,889 +25%
VAS
910
Vestmark Advisory Solutions
Massachusetts
$680K +$82.2K +1,230 +15%
HI
911
Horizon Investments
North Carolina
$678K -$155K -2,316 -20%
BWP
912
Balboa Wealth Partners
Arizona
$677K -$48.5K -726 -7%
AGP
913
Autumn Glory Partners
Texas
$676K +$317K +4,735 +100%
VBCG
914
Valley Brook Capital Group
Pennsylvania
$676K +$198K +2,958 +45%
BMC
915
Benin Management Corp
Connecticut
$676K – – –
EH
916
Equitable Holdings
New York
$674K +$54.9K +821 +10%
VIA
917
Vident Investment Advisory
Georgia
$670K +$628K +9,386 New
MHS
918
M Holdings Securities
Oregon
$668K – – –
WF
919
Welch & Forbes
Massachusetts
$666K -$41.2K -616 -6%
RGC
920
Roberts, Glore & Co
Illinois
$665K -$26.1K -390 -4%
SOS
921
Silver Oak Securities
Tennessee
$665K -$295K -4,414 -32%
AWA
922
Acorn Wealth Advisors
Michigan
$661K +$6.49K +97 +1%
HFBOT
923
Home Federal Bank of Tennessee
Tennessee
$660K – – –
JF
924
Jump Financial
Illinois
$658K -$6.09M -91,123 -91%
BJL
925
Brighton Jones LLC
Washington
$654K -$116K -1,736 -16%
35 36
37
38 39