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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1001
Wealth Dimensions Group
Ohio
$608K +$961 +14 +0.2%
MWA
1002
Midland Wealth Advisors
Illinois
$608K +$595K +8,670 New
IIM
1003
INTECH Investment Management
Florida
$608K – – –
SW
1004
SteelPeak Wealth
California
$606K -$334K -4,869 -36%
RB
1005
Rodgers Brothers
Pennsylvania
$606K -$20.6K -300 -3%
RC
1006
Resolution Capital
Australia
$604K -$108K -1,580 -15%
RWP
1007
RWA Wealth Partners
Massachusetts
$603K -$744K -10,834 -56%
KIG
1008
Kennedy Investment Group
New Jersey
$601K +$7.55K +110 +1%
WAC
1009
William Allan Corp
Colorado
$599K -$2.61K -38 -0.4%
MFC
1010
Mechanics Financial Corp
Ohio
$597K -$3.43K -50 -0.6%
PL
1011
Perpetual Ltd
Australia
$595K – – –
AUB
1012
Atlantic Union Bankshares
Virginia
$591K – – –
MA
1013
MONECO Advisors
Connecticut
$588K +$576K +8,384 New
GCM
1014
Gables Capital Management
Florida
$587K -$1.72K -25 -0.3%
FCAS
1015
First Command Advisory Services
Texas
$585K -$1.72K -25 -0.3%
SAG
1016
SageView Advisory Group
California
$585K +$580K +8,441 New
AO
1017
Advisor OS
Illinois
$578K +$143K +2,078 +34%
TFA
1018
Transamerica Financial Advisors
Florida
$577K -$190K -2,768 -25%
BCM
1019
BluePath Capital Management
Georgia
$575K -$122K -1,774 -18%
FSA
1020
Franklin Street Advisors
North Carolina
$573K +$343 +5 +0.1%
STA
1021
Summit Trail Advisors
New York
$572K -$27.2K -396 -5%
BFG
1022
Beacon Financial Group
Texas
$570K – – –
RCAG
1023
Rehmann Capital Advisory Group
Michigan
$570K +$98.3K +1,432 +21%
AFG
1024
Atomi Financial Group
New York
$567K +$271K +3,942 +95%
RIA
1025
Richwood Investment Advisors
Ohio
$565K +$12.7K +185 +2%
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