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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1026
Xcel Wealth Management
Florida
$480K +$42.1K +625 +10%
CCFM
1027
Clear Creek Financial Management
Washington
$480K +$34.1K +506 +8%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$480K -$28.4K -422 -6%
MAA
1029
Mraz Amerine & Associates
California
$479K – – –
BFW
1030
Brady Family Wealth
Missouri
$479K – – –
SP
1031
Symmetry Partners
Connecticut
$477K -$963K -14,308 -68%
CSB
1032
City State Bank
Iowa
$477K -$6.87K -102 -1%
SCA
1033
Stokes Capital Advisors
South Carolina
$477K – – –
BIG
1034
Builder Investment Group
Georgia
$475K -$37.9K -563 -8%
HCP
1035
Hexagon Capital Partners
Arkansas
$475K +$33.4K +496 +8%
NB
1036
Northwest Bancshares
Pennsylvania
$475K – – –
MWM
1037
Marietta Wealth Management
Georgia
$474K -$5.05K -75 -1%
HWA
1038
Heritage Wealth Advisors
Virginia
$472K +$184K +2,733 +67%
AI
1039
Accredited Investors
Minnesota
$470K – – –
BA
1040
Ballew Advisors
Mississippi
$469K -$25.2K -374 -5%
KIG
1041
Kowal Investment Group
Wisconsin
$466K +$64.9K +964 +17%
CC
1042
Constitution Capital
Connecticut
$466K +$47.1K +700 +12%
TFA
1043
Trinity Financial Advisors
Ohio
$465K +$450K +6,684 New
IMOV
1044
Investment Management of Virginia
Virginia
$461K -$4.04K -60 -0.9%
TW
1045
Transform Wealth
Colorado
$459K +$222K +3,300 +100%
LC
1046
LCNB Corp
Ohio
$457K – – –
ALAM
1047
Asahi Life Asset Management
Japan
$455K -$5.25K -78 -1%
TWM
1048
Thrive Wealth Management
Pennsylvania
$455K +$93.5K +1,388 +27%
CSI
1049
Cross Staff Investments
New York
$455K – – –
TL
1050
Tradewinds LLC
North Carolina
$455K +$440K +6,533 New
40 41
42
43 44