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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
976
Baldwin Wealth Partners
Massachusetts
$559K – – –
FNBOSM
977
First National Bank of South Miami
Florida
$558K -$58K -809 -9%
BST
978
Bath Savings Trust
Maine
$558K – – –
SSA
979
Schonfeld Strategic Advisors
New York
$556K +$337K +4,696 +146%
CAS
980
CTC Alternative Strategies
Illinois
$555K +$567K +7,900 New
EW
981
Element Wealth
Mississippi
$548K +$41.7K +582 +8%
BIM
982
Baldwin Investment Management
Pennsylvania
$546K -$14.3K -200 -3%
MCWS
983
McKinley Carter Wealth Services
West Virginia
$546K -$80.6K -1,124 -13%
KIG
984
Kennedy Investment Group
New Jersey
$545K -$23.6K -329 -4%
WAL
985
W Advisors LLC
Tennessee
$543K – – –
CA
986
Clearstead Advisors
Ohio
$542K +$9.54K +133 +2%
CA
987
CoreCap Advisors
Michigan
$540K +$551K +7,683 New
CTA
988
Colonial Trust Advisors
South Carolina
$539K -$62.5K -871 -10%
MAM
989
McLean Asset Management
Virginia
$536K +$287 +4 +0.1%
MA
990
MJP Associates
Connecticut
$535K -$64K -892 -10%
CC
991
Chicago Capital
Illinois
$534K – – –
PCMF
992
Private Capital Management (Florida)
Florida
$533K +$5.88K +82 +1%
USCWA
993
U.S. Capital Wealth Advisors
Texas
$532K +$543K +7,574 New
FFM
994
Forum Financial Management
Illinois
$531K +$131K +1,820 +32%
SIM
995
Sentry Investment Management
Wisconsin
$529K – – –
KFA
996
Krane Funds Advisors
New York
$529K +$230K +3,203 +74%
TWM
997
Thrive Wealth Management
Pennsylvania
$529K +$70.9K +988 +15%
FCM
998
Firestone Capital Management
Florida
$528K – – –
PAM
999
Peninsula Asset Management
Florida
$526K – – –
NFG
1000
Nations Financial Group
Iowa
$525K -$71.9K -1,002 -12%
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40
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