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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1076
Rodgers Brothers
Pennsylvania
$885K -$132K -1,400 -13%
AHL
1077
Abel Hall LLC
Louisiana
$879K -$55.3K -587 -6%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$879K +$30.3K +322 +4%
SC
1079
Shuttleworth & Co
Ohio
$878K -$142K -1,511 -14%
AWM
1080
Affinity Wealth Management
Delaware
$878K +$1.7K +18 +0.2%
WDC
1081
Woodward Diversified Capital
California
$874K -$12.1K -128 -1%
HP
1082
Havemeyer Place
Connecticut
$873K -$41.5K -441 -5%
MMM
1083
Mendel Money Management
Illinois
$873K -$61.7K -655 -7%
SIC
1084
Salem Investment Counselors
North Carolina
$873K -$17.7K -188 -2%
CFO
1085
Cambient Family Office
Michigan
$873K -$9.6K -102 -1%
JAG
1086
Journey Advisory Group
Kentucky
$871K +$18.7K +199 +2%
PE
1087
PCM Encore
Colorado
$871K -$8.85K -94 -1%
CWM
1088
Chesapeake Wealth Management
Virginia
$870K +$7.91K +84 +0.9%
GBT
1089
Grove Bank & Trust
Florida
$870K +$65.1K +691 +8%
PAM
1090
Peninsula Asset Management
Florida
$870K – – –
PIA
1091
Pinion Investment Advisors
Kansas
$869K +$7.63K +81 +0.9%
SFP
1092
Shepherd Financial Partners
Massachusetts
$861K +$1.98K +21 +0.2%
TWM
1093
Tortuga Wealth Management
California
$860K +$377 +4 +0%
IWA
1094
Icon Wealth Advisors
Texas
$859K +$431K +4,582 +104%
CBOR
1095
Community Bank of Raymore
Missouri
$857K – – –
IP
1096
Ignite Planners
California
$855K -$890K -9,452 -51%
SW
1097
SVB Wealth
Massachusetts
$854K -$77.2K -820 -8%
BAAM
1098
Baker Avenue Asset Management
California
$852K +$51.9K +551 +7%
DCM
1099
Davis Capital Management
Florida
$852K -$22.7K -241 -3%
VCP
1100
Vista Capital Partners
Oregon
$848K +$6.87K +73 +0.8%
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