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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
926
J.L. Bainbridge & Co
Florida
$382K +$556 +10 +0.1%
EW
927
Element Wealth
Mississippi
$381K -$35.6K -640 -8%
BCM
928
Bayesian Capital Management
New York
$381K +$408K +7,347 New
AIP
929
Ahrens Investment Partners
Louisiana
$380K +$4.84K +87 +1%
RIA
930
Realta Investment Advisors
Delaware
$379K +$27.9K +502 +7%
IEFM
931
IQ EQ Fund Management
Ireland
$378K -$26.7K -481 -6%
GCP
932
GSA Capital Partners
United Kingdom
$377K +$405K +7,277 New
BST
933
Bath Savings Trust
Maine
$376K -$16.4K -295 -4%
ACP
934
Aviance Capital Partners
Florida
$376K +$389 +7 +0.1%
ANTB
935
AMG National Trust Bank
Colorado
$376K +$403K +7,255 New
UF
936
Univest Financial
Pennsylvania
$375K -$3.67K -66 -0.9%
MWM
937
Meridian Wealth Management
Kentucky
$372K -$4.61K -83 -1%
SCM
938
Southport Capital Management
Tennessee
$372K +$34.3K +617 +9%
APC
939
Aspire Private Capital
North Carolina
$372K +$140K +2,511 +54%
WCAMG
940
Woodard & Company Asset Management Group
North Carolina
$371K -$7.17K -129 -2%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$371K – – –
RPG
942
Resource Planning Group
Georgia
$368K -$39.4K -709 -9%
BHWM
943
Bar Harbor Wealth Management
New Hampshire
$367K -$174K -3,134 -31%
PSP
944
Principal Street Partners
Tennessee
$366K -$59K -1,061 -13%
FANJ
945
Financial Architects (New Jersey)
New Jersey
$364K -$466K -8,377 -54%
AWM
946
Altavista Wealth Management
North Carolina
$364K – – –
HS
947
Haafor (Singapore)
Singapore
$363K +$389K +6,996 New
VA
948
Valmark Advisers
Ohio
$362K +$139K +2,493 +56%
WANY
949
Wealthspire Advisors (New York)
New York
$361K -$524K -9,433 -58%
EH
950
Equitable Holdings
New York
$360K -$13.5K -242 -3%
36 37
38
39 40