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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
1026
Richards, Merrill & Peterson
Washington
$870K +$43.6K +504 +6%
CP
1027
Clarendon Private
Massachusetts
$869K +$345K +3,988 +73%
MA
1028
MONECO Advisors
Connecticut
$869K +$46.7K +539 +6%
IA
1029
Inspire Advisors
Idaho
$867K +$577K +6,661 +240%
GLLW
1030
Graves Light Lenhart Wealth
Virginia
$865K +$866 +10 +0.1%
ES
1031
Eagle Strategies
New York
$865K -$3.98K -46 -0.5%
BAM
1032
Belpointe Asset Management
Nevada
$860K -$277K -3,203 -26%
DCM
1033
Davis Capital Management
Florida
$857K -$250K -2,885 -24%
CCFM
1034
Clear Creek Financial Management
Washington
$856K -$16.3K -188 -2%
CCS
1035
Concentric Capital Strategies
Connecticut
$854K +$804K +9,291 New
ICA
1036
Infrastructure Capital Advisors
New York
$854K +$51.4K +594 +7%
AWM
1037
Affinity Wealth Management
Delaware
$853K -$3.03K -35 -0.4%
GL
1038
Graypoint LLC
New York
$853K +$339K +3,919 +73%
YIA
1039
YHB Investment Advisors
Connecticut
$853K +$159K +1,832 +25%
TPI
1040
Trust Point Inc
Wisconsin
$852K -$320K -3,693 -28%
YCG
1041
Yeomans Consulting Group
Georgia
$847K -$490K -5,658 -38%
AC
1042
AXQ Capital
New Jersey
$845K +$796K +9,192 New
AWM
1043
Aberdeen Wealth Management
Illinois
$843K +$346 +4 +0%
MAM
1044
Mainsail Asset Management
Alabama
$843K +$1.04K +12 +0.1%
GSWM
1045
Golden State Wealth Management
California
$842K +$125K +1,442 +19%
SMA
1046
Sage Mountain Advisors
Georgia
$840K +$472K +5,455 +148%
SIC
1047
Salem Investment Counselors
North Carolina
$840K -$860K -9,937 -52%
AP
1048
Advisors Preferred
Maryland
$840K +$792K +9,150 New
SGI
1049
Summit Global Investments
Utah
$840K +$790K +9,131 New
OFO
1050
OneAscent Family Office
Alabama
$838K +$411K +4,750 +109%
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