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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1026
Tradition Wealth Management
Minnesota
$494K +$4.39K +58 +0.8%
MAM
1027
McLean Asset Management
Virginia
$493K – – –
WW
1028
Waterfront Wealth
Kansas
$493K +$105K +1,386 +23%
MSAM
1029
Moloney Securities Asset Management
Missouri
$491K -$22.6K -298 -4%
AWE
1030
Avidian Wealth Enterprises
Texas
$491K +$9.01K +119 +2%
TCMP
1031
Thrive Capital Management (Pennsylvania)
Pennsylvania
$488K +$193K +2,554 +55%
SIM
1032
Sentry Investment Management
Wisconsin
$487K – – –
BFG
1033
Berger Financial Group
Minnesota
$487K +$606 +8 +0.1%
STA
1034
Summit Trail Advisors
New York
$486K +$74K +977 +16%
MA
1035
MJP Associates
Connecticut
$485K +$53.3K +704 +11%
AIP
1036
Ahrens Investment Partners
Louisiana
$484K +$7.58K +100 +1%
SC
1037
Searle & Co
Connecticut
$483K – – –
ER
1038
Enlightenment Research
Florida
$483K +$538K +7,100 New
LBC
1039
Lowe Brockenbrough & Co
Virginia
$482K -$3.79K -50 -0.7%
ATPW
1040
Ashton Thomas Private Wealth
Arizona
$479K -$18K -237 -3%
DJYG
1041
David J. Yvars Group
Florida
$478K +$227 +3 +0%
BBNA
1042
Bremer Bank National Association
Minnesota
$477K -$42.8K -565 -7%
CSB
1043
City State Bank
Iowa
$477K – – –
PSP
1044
Principal Street Partners
Tennessee
$477K +$3.94K +52 +0.7%
MIM
1045
Moseley Investment Management
Florida
$475K -$70.8K -934 -12%
LIM
1046
Lathrop Investment Management
Arkansas
$474K – – –
RB
1047
Renasant Bank
Mississippi
$473K -$73.2K -966 -12%
CCM
1048
Covington Capital Management
California
$473K +$36.4K +481 +7%
WAAG
1049
Wealth Alliance Advisory Group
Kansas
$471K -$7.58K -100 -1%
CWP
1050
Concord Wealth Partners
Virginia
$470K -$49.6K -655 -9%
40 41
42
43 44