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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
926
Gilbert & Cook
Iowa
$805K -$61.8K -816 -7%
PT
927
Plimoth Trust
Massachusetts
$804K -$27.7K -365 -3%
TFS
928
Thoroughbred Financial Services
Tennessee
$799K +$346K +4,565 +80%
DA
929
Detalus Advisors
Missouri
$796K -$35.5K -468 -4%
AWM
930
Aberdeen Wealth Management
Illinois
$794K -$60.2K -795 -7%
AWA
931
Acorn Wealth Advisors
Michigan
$791K -$9.55K -126 -1%
MMM
932
Mendel Money Management
Illinois
$791K +$6.82K +90 +0.9%
LWAM
933
Legacy Wealth Asset Management
Minnesota
$790K -$83K -1,095 -10%
ACG
934
Allen Capital Group
Nebraska
$790K +$397K +5,245 +106%
PCG
935
Prosperity Consulting Group
Maryland
$789K +$8.64K +114 +1%
IPAM
936
Investment Partners Asset Management
New Jersey
$787K -$10.8K -142 -1%
MIM
937
Marco Investment Management
Georgia
$786K -$1.82K -24 -0.2%
EWM
938
EPG Wealth Management
Georgia
$784K -$778K -10,273 Closed
SFS
939
Stiles Financial Services
Minnesota
$784K +$37.4K +494 +5%
BAM
940
Belpointe Asset Management
Nevada
$784K +$156K +2,052 +25%
NSIM
941
North Star Investment Management
Illinois
$781K -$6.14K -81 -0.8%
SJIM
942
St. Johns Investment Management
Florida
$780K -$20.7K -273 -3%
JAG
943
Journey Advisory Group
Kentucky
$778K – – –
AA
944
Ancora Advisors
Ohio
$777K -$16.9K -223 -2%
JF
945
Jump Financial
Illinois
$775K +$757K +9,990 New
AF
946
Arrow Financial
New York
$773K -$2.65K -35 -0.4%
WWMSC
947
Wagner Wealth Management (South Carolina)
South Carolina
$772K +$80.9K +1,068 +12%
EM
948
Excalibur Management
Massachusetts
$771K – – –
GLLW
949
Graves Light Lenhart Wealth
Virginia
$765K – – –
FNC
950
First National Corp
Massachusetts
$765K +$18.6K +245 +3%
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38
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