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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1026
Pine Valley Investments
New Jersey
$786K – – –
MG
1027
Marex Group
$782K +$136K +1,550 +19%
CCFM
1028
Clear Creek Financial Management
Washington
$782K +$51.6K +588 +7%
AA
1029
Ancora Advisors
Ohio
$781K -$130K -1,477 -13%
FAIM
1030
Financial Advocates Investment Management
Washington
$781K -$76.1K -867 -8%
CPIG
1031
Chicago Partners Investment Group
Illinois
$781K +$13.8K +157 +2%
JAG
1032
Journey Advisory Group
Kentucky
$778K – – –
ES
1033
Eagle Strategies
New York
$778K +$4.65K +53 +0.6%
CA
1034
Commerzbank Aktiengesellschaft
Germany
$777K +$296K +3,373 +56%
WFI
1035
West Family Investments
California
$776K +$3.95K +45 +0.5%
BWS
1036
Buck Wealth Strategies
Colorado
$776K +$333K +3,797 +68%
GLLW
1037
Graves Light Lenhart Wealth
Virginia
$774K – – –
CP
1038
Cornerstone Planning
North Carolina
$774K +$825K +9,402 New
HAS
1039
HBW Advisory Services
California
$774K +$37.6K +429 +5%
MBT
1040
Montecito Bank & Trust
California
$772K +$44.3K +505 +6%
MC
1041
Meketa Capital
Massachusetts
$767K +$818K +9,323 New
MIG
1042
Meketa Investment Group
Massachusetts
$767K +$818K +9,323 New
AWM
1043
Affinity Wealth Management
Delaware
$766K – – –
ECG
1044
Edge Capital Group
Georgia
$763K -$799K -9,107 -100%
MS
1045
Madden Securities
Texas
$761K -$4.04K -46 -0.5%
AWM
1046
Aberdeen Wealth Management
Illinois
$755K -$67.6K -771 -8%
CT
1047
Chicago Trust
Illinois
$754K +$106K +1,208 +15%
MAM
1048
Mainsail Asset Management
Alabama
$753K +$133K +1,521 +20%
KAS
1049
KPP Advisory Services
Kentucky
$752K +$42.4K +483 +6%
SJIM
1050
St. Johns Investment Management
Florida
$751K -$60.5K -690 -7%
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42
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