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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAL
926
W Advisors LLC
Tennessee
$621K +$34.3K +507 +6%
MYLI
927
Meiji Yasuda Life Insurance
Japan
$620K -$103K -1,526 -15%
NF
928
NTB Financial
Colorado
$619K +$406 +6 +0.1%
FNBT
929
FineMark National Bank & Trust
Florida
$619K +$11.8K +174 +2%
CA
930
CSM Advisors
Pennsylvania
$618K – – –
NRA
931
NSI Retail Advisors
Pennsylvania
$618K – – –
PAG
932
Private Advisory Group
Washington
$616K +$575K +8,489 New
SIM
933
Sentry Investment Management
Wisconsin
$615K -$122K -1,797 -17%
AFG
934
Allegheny Financial Group
Pennsylvania
$614K +$3.86K +57 +0.7%
CCFCSB
935
Cape Cod Five Cents Savings Bank
Massachusetts
$610K -$6.64K -98 -1%
PIM
936
Perpetual Investment Management
Australia
$608K – – –
LWP
937
Lumature Wealth Partners
Georgia
$605K – – –
DCM
938
Dupont Capital Management
Delaware
$605K +$260K +3,843 +85%
FNBOSM
939
First National Bank of South Miami
Florida
$604K -$4.06K -60 -0.7%
PWM
940
Perigon Wealth Management
California
$604K +$23.6K +349 +4%
FWP
941
Firethorn Wealth Partners
Georgia
$602K -$610 -9 -0.1%
BFG
942
Beacon Financial Group
Texas
$601K +$6.84K +101 +1%
GCM
943
Gables Capital Management
Florida
$597K – – –
AWMT
944
AAFMAA Wealth Management & Trust
North Carolina
$596K – – –
NCM
945
Novare Capital Management
North Carolina
$596K +$132K +1,953 +31%
CTB
946
Country Trust Bank
Illinois
$595K – – –
WFI
947
West Family Investments
California
$594K +$2.23K +33 +0.4%
MIC
948
Means Investment Company
Maine
$593K +$110K +1,625 +25%
CBN
949
Cadence Bank NA
Texas
$592K +$2.91K +43 +0.5%
SEC
950
Seven Eight Capital
New York
$590K +$551K +8,141 New
36 37
38
39 40