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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
901
Plimoth Trust
Massachusetts
$770K -$26.2K -380 -3%
SIC
902
Sterling Investment Counsel
New York
$770K +$98.9K +1,432 +15%
DA
903
Detalus Advisors
Missouri
$770K -$24.2K -350 -3%
MWA
904
Midland Wealth Advisors
Illinois
$765K +$138K +1,995 +23%
JTWM
905
Jackson Thornton Wealth Management
Alabama
$765K +$1.03K +15 +0.1%
BFIC
906
Bedell Frazier Investment Counselling
California
$761K -$34.7K -502 -5%
SFG
907
Sunburst Financial Group
Alabama
$755K -$28.1K -407 -4%
CTA
908
Chesley Taft & Associates
Illinois
$754K -$7.87K -114 -1%
VH
909
Visionary Horizons
Tennessee
$754K -$40K -579 -5%
MIM
910
Morningstar Investment Management
Illinois
$752K – – –
CFG
911
Citizens Financial Group
Rhode Island
$752K -$321K -4,656 -31%
FWP
912
Firethorn Wealth Partners
Georgia
$751K -$15K -217 -2%
EP
913
Eudaimonia Partners
Tennessee
$750K -$18.5K -268 -3%
FFA
914
Farther Finance Advisors
California
$748K +$78.9K +1,143 +12%
HSA
915
HBK Sorce Advisory
Pennsylvania
$744K +$6.76K +98 +1%
WPC
916
Wedmont Private Capital
Pennsylvania
$741K -$57.9K -839 -7%
AWA
917
Acorn Wealth Advisors
Michigan
$741K +$50.5K +732 +8%
SJIM
918
St. Johns Investment Management
Florida
$741K +$66.1K +958 +10%
IPAM
919
Investment Partners Asset Management
New Jersey
$738K – – –
BWP
920
Balboa Wealth Partners
Arizona
$738K +$72.6K +1,051 +11%
CPA
921
Court Place Advisors
Maryland
$737K -$34.5K -500 -5%
EWM
922
EPG Wealth Management
Georgia
$737K +$1.66K +24 +0.2%
AA
923
Ancora Advisors
Ohio
$735K +$24.3K +352 +4%
NC
924
NovaPoint Capital
Georgia
$733K -$106K -1,532 -13%
MIM
925
Marco Investment Management
Georgia
$729K +$1.52K +22 +0.2%
35 36
37
38 39