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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Modera Wealth Management
New Jersey
$1.17M +$171K +1,847 +18%
SOAMC
952
Spirit of America Management Corp
New York
$1.17M +$74K +800 +7%
TWIM
953
TIAA Wealth Investment Management
New York
$1.17M +$1.12M +12,072 New
DAM
954
Delta Asset Management
Tennessee
$1.16M -$86.2K -932 -7%
ISS
955
Intesa Sanpaolo SpA.
Italy
$1.16M -$130K -1,400 -10%
NFG
956
Nations Financial Group
Iowa
$1.15M -$72.4K -783 -6%
MYLI
957
Meiji Yasuda Life Insurance
Japan
$1.15M – – –
AFG
958
Allegheny Financial Group
Pennsylvania
$1.15M +$5.27K +57 +0.5%
TCWA
959
Turtle Creek Wealth Advisors
Texas
$1.15M +$292K +3,160 +36%
BA
960
Bridgewater Associates
Connecticut
$1.14M -$2.15M -23,198 -66%
SCI
961
Stableford Capital II
Arizona
$1.13M -$44.5K -481 -4%
RCM
962
Raleigh Capital Management
North Carolina
$1.13M +$15.4K +166 +1%
CA
963
Commerzbank Aktiengesellschaft
Germany
$1.13M -$148K -1,602 -12%
CA
964
CoreCap Advisors
Michigan
$1.12M +$33.1K +358 +3%
CCWA
965
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$1.07M +11,589 New
TL
966
Tradewinds LLC
North Carolina
$1.12M +$2.04K +22 +0.2%
ATC
967
Adirondack Trust Company
New York
$1.11M -$197K -2,129 -16%
UBV
968
United Bank (Virginia)
Virginia
$1.11M -$26.4K -285 -2%
CP
969
Cornerstone Planning
North Carolina
$1.11M +$180K +1,947 +20%
RC
970
Rithm Capital
New York
$1.11M +$601K +6,500 +130%
SLC
971
Second Line Capital
Louisiana
$1.11M +$70.5K +762 +7%
BC
972
Burney Company
Virginia
$1.11M -$52.6K -569 -5%
1IA
973
1620 Investment Advisors
Massachusetts
$1.1M +$5.92K +64 +0.6%
AFC
974
AFT Forsyth & Company
Florida
$1.1M – – –
RC
975
Resolution Capital
Australia
$1.1M -$4.43M -47,888 -81%
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