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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1076
Bar Harbor Wealth Management
New Hampshire
$431K -$6.94K -100 -1%
TCM
1077
Teza Capital Management
Illinois
$427K +$458K +6,600 New
BFW
1078
Brady Family Wealth
Missouri
$426K -$21.2K -305 -4%
AFAS
1079
Acorn Financial Advisory Services
Virginia
$425K – – –
MHIC
1080
Marble Harbor Investment Counsel
Massachusetts
$423K +$24K +346 +6%
TL
1081
Tradewinds LLC
North Carolina
$423K – – –
MFWP
1082
Mosaic Family Wealth Partners
Missouri
$422K +$347 +5 +0.1%
BL
1083
Balentine LLC
Georgia
$422K +$117K +1,688 +35%
BWS
1084
BCR Wealth Strategies
Alabama
$422K +$23.4K +337 +5%
CC
1085
Constitution Capital
Connecticut
$421K -$6.94K -100 -2%
MS
1086
Maven Securities
Jersey
$419K +$449K +6,476 New
FRM
1087
Fox Run Management
Connecticut
$419K +$449K +6,470 New
MSR
1088
Main Street Research
Connecticut
$418K – – –
BFG
1089
Berger Financial Group
Minnesota
$417K -$1.6K -23 -0.4%
GC
1090
Gratus Capital
Georgia
$417K +$17.4K +251 +4%
IGWM
1091
ICA Group Wealth Management
Colorado
$415K +$97.4K +1,404 +28%
AAG
1092
Armstrong Advisory Group
Massachusetts
$413K -$20.8K -300 -4%
I
1093
InceptionR
California
$413K +$443K +6,383 New
SIMG
1094
Sonora Investment Management Group
Arizona
$413K +$81.1K +1,168 +22%
KCFA
1095
Key Client Fiduciary Advisors
New Jersey
$412K -$46.8K -675 -10%
AC
1096
AlphaCore Capital
California
$412K +$5.21K +75 +1%
GL
1097
Graypoint LLC
New York
$410K -$54.8K -789 -11%
TWM
1098
Tradition Wealth Management
Minnesota
$410K -$68.6K -988 -13%
LA
1099
LVW Advisors
New York
$410K +$439K +6,330 New
LWA
1100
Lineweaver Wealth Advisors
Ohio
$409K +$439K +6,324 New
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