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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1026
Atlantic Union Bankshares
Virginia
$591K -$13.8K -200 -2%
CRI
1027
Colonial River Investments
Virginia
$590K +$124K +1,792 +28%
CC
1028
Constitution Capital
Connecticut
$588K +$96.1K +1,392 +20%
FCAS
1029
First Command Advisory Services
Texas
$587K -$11K -159 -2%
FSA
1030
Franklin Street Advisors
North Carolina
$587K +$414 +6 +0.1%
GBT
1031
Grove Bank & Trust
Florida
$583K -$686K -9,936 -55%
BFG
1032
Beacon Financial Group
Texas
$583K – – –
PWPS
1033
Pinnacle Wealth Planning Services
Ohio
$582K +$15.9K +231 +3%
GIM
1034
Groesbeck Investment Management
New Jersey
$581K +$559K +8,100 New
RIA
1035
Richwood Investment Advisors
Ohio
$578K – – –
BCM
1036
BluePath Capital Management
Georgia
$578K +$3.52K +51 +0.6%
BAM
1037
Belpointe Asset Management
Nevada
$577K -$45.9K -665 -8%
CT
1038
Clearstead Trust
Maine
$576K -$206K -2,977 -27%
BST
1039
Bath Savings Trust
Maine
$574K +$4.83K +70 +0.9%
WEG
1040
World Equity Group
Illinois
$568K +$28.6K +414 +6%
WAL
1041
W Advisors LLC
Tennessee
$563K +$2.48K +36 +0.5%
ECG
1042
Edge Capital Group
Georgia
$562K -$65.2K -944 -11%
GI
1043
GAMMA Investing
California
$561K +$130K +1,877 +32%
PSFG
1044
Prairie Sky Financial Group
Illinois
$556K -$10.4K -150 -2%
OIA
1045
Optimum Investment Advisors
Illinois
$553K +$17.3K +250 +3%
FA
1046
Faithward Advisors
Pennsylvania
$548K +$300K +4,339 +132%
MAM
1047
Mainsail Asset Management
Alabama
$547K – – –
TWM
1048
Thrive Wealth Management
Pennsylvania
$543K +$10.6K +154 +2%
YCG
1049
Yeomans Consulting Group
Georgia
$541K +$33.5K +486 +7%
EW
1050
Element Wealth
Mississippi
$541K -$21.6K -313 -4%
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