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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
951
Firestone Capital Management
Florida
$467K – – –
FIM
952
Freedom Investment Management
Connecticut
$465K +$16.4K +254 +4%
RWA
953
Ropes Wealth Advisors
Massachusetts
$465K +$483K +7,500 New
CCA
954
Cobblestone Capital Advisors
New York
$463K – – –
GC
955
Gratus Capital
Georgia
$462K +$65.4K +1,016 +16%
FWP
956
FAS Wealth Partners
Kansas
$460K +$95.4K +1,482 +25%
MIM
957
Marco Investment Management
Georgia
$456K – – –
LC
958
LCNB Corp
Ohio
$455K -$101K -1,575 -18%
NFG
959
Nations Financial Group
Iowa
$453K +$6.76K +105 +1%
GT
960
Glenview Trust
Kentucky
$452K +$112K +1,736 +31%
MWM
961
Marietta Wealth Management
Georgia
$450K -$45.1K -700 -9%
CT
962
Cambridge Trust
Massachusetts
$450K -$11.9K -185 -2%
SFA
963
Sequoia Financial Advisors
Ohio
$446K -$535K -8,305 -54%
RWM
964
Ritholtz Wealth Management
New York
$445K -$28.3K -439 -6%
BFG
965
Berger Financial Group
Minnesota
$443K – – –
SC
966
Scotia Capital
Ontario, Canada
$442K -$42.8K -664 -9%
PHK
967
Point72 Hong Kong
Hong Kong
$442K +$35.9K +558 +8%
BWP
968
Baldwin Wealth Partners
Massachusetts
$441K – – –
IEFM
969
IQ EQ Fund Management
Ireland
$439K -$12.9K -200 -3%
LIM
970
Lathrop Investment Management
Arkansas
$438K -$3.22K -50 -0.7%
BWM
971
BT Wealth Management
Georgia
$437K – – –
WAAG
972
Wealth Alliance Advisory Group
Kansas
$436K +$1.61K +25 +0.4%
QI
973
Qtron Investments
Massachusetts
$435K – – –
AIP
974
Ahrens Investment Partners
Louisiana
$435K +$19.3K +300 +4%
DJYG
975
David J. Yvars Group
Florida
$433K +$258 +4 +0.1%
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