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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1051
Epoch Investment Partners
New York
$527K +$4.46K +65 +0.9%
SA
1052
Skyline Advisors
Washington
$526K +$516K +7,507 New
WEG
1053
World Equity Group
Illinois
$526K -$23.1K -336 -4%
WF
1054
Welch & Forbes
Massachusetts
$525K -$46K -670 -8%
TC
1055
TownSquare Capital
Utah
$525K +$147K +2,146 +40%
OIA
1056
Optimum Investment Advisors
Illinois
$523K -$34.3K -500 -6%
LWL
1057
Leo Wealth LLC
Texas
$523K +$514K +7,484 New
SL
1058
Summitry LLC
California
$522K – – –
FA
1059
FDx Advisors
Illinois
$521K +$16.1K +235 +3%
CCFM
1060
Clear Creek Financial Management
Washington
$521K +$35.6K +518 +7%
TWM
1061
Thrive Wealth Management
Pennsylvania
$520K -$64.6K -941 -11%
NAG
1062
Northstar Advisory Group
New Jersey
$519K +$343 +5 +0.1%
PAM
1063
Peninsula Asset Management
Florida
$518K – – –
CC
1064
Centiva Capital
New York
$516K +$506K +7,365 New
WHC
1065
Wulff, Hansen & Co
California
$516K – – –
GWSG
1066
GPS Wealth Strategies Group
Colorado
$516K -$50.3K -733 -9%
AIC
1067
Archer Investment Corporation
Indiana
$515K – – –
LFP
1068
Lakeshore Financial Planning
Michigan
$515K -$9.41K -137 -2%
CI
1069
Conning Inc
Connecticut
$514K +$3.78K +55 +0.8%
NFG
1070
Nations Financial Group
Iowa
$513K -$3.16K -46 -0.6%
DFG
1071
Delta Financial Group
New Jersey
$513K +$1.17K +17 +0.2%
SWMG
1072
Sard Wealth Management Group
Georgia
$513K +$502K +7,313 New
SFS
1073
Stiles Financial Services
Minnesota
$505K +$96.9K +1,411 +24%
CT
1074
Cambridge Trust
Massachusetts
$504K -$10.4K -151 -2%
SIMG
1075
Sonora Investment Management Group
Arizona
$503K +$55K +801 +13%
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