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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Continuum Advisory
Idaho
$446K +$31.6K +472 +8%
BWS
1077
BCR Wealth Strategies
Alabama
$444K +$4.08K +61 +1%
MHIC
1078
Marble Harbor Investment Counsel
Massachusetts
$442K – – –
FHA
1079
Flagship Harbor Advisors
Massachusetts
$441K +$72.3K +1,081 +21%
FOFP
1080
Fee-Only Financial Planning
South Carolina
$439K +$411K +6,150 New
CI
1081
CX Institutional
Indiana
$439K +$189K +2,823 +85%
SFB
1082
STAR Financial Bank
Indiana
$439K +$411K +6,142 New
PFG
1083
Prosperity Financial Group
California
$437K +$409K +6,124 New
GWP
1084
Gateway Wealth Partners
Wisconsin
$435K +$407K +6,094 New
CAM
1085
Cresset Asset Management
Illinois
$435K -$87.1K -1,303 -10%
BBNB
1086
Baker Boyer National Bank
Washington
$434K +$5.62K +84 +1%
FAM
1087
Formidable Asset Management
Ohio
$434K – – –
DWT
1088
Dorsey & Whitney Trust
South Dakota
$433K +$15.2K +227 +4%
IEFM
1089
IQ EQ Fund Management
Ireland
$432K – – –
SC
1090
Schulhoff & Co
Ohio
$428K – – –
CC
1091
Constitution Capital
Connecticut
$428K -$100K -1,500 -20%
MC
1092
Mathes Company
New York
$428K – – –
OSNBOA
1093
Old Second National Bank of Aurora
Illinois
$425K +$93.6K +1,400 +31%
BBNA
1094
Bremer Bank National Association
Minnesota
$425K -$70.6K -1,056 -15%
KLCM
1095
KG&L Capital Management
Louisiana
$424K +$397K +5,932 New
CTA
1096
Colonial Trust Advisors
South Carolina
$422K -$44.7K -669 -10%
AFAS
1097
Acorn Financial Advisory Services
Virginia
$421K – – –
KFGK
1098
Keystone Financial Group (Kentucky)
Kentucky
$420K +$6.15K +92 +2%
BAM
1099
BOS Asset Management
Illinois
$419K +$392K +5,861 New
IFG
1100
Independent Financial Group
California
$418K -$142K -2,126 -27%
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