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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1076
Vista Capital Partners
Oregon
$800K +$3.95K +44 +0.5%
OL
1077
one8zero8 LLC
North Carolina
$799K +$719 +8 +0.1%
FNC
1078
First National Corp
Massachusetts
$799K – – –
HCMG
1079
Howard Capital Management Group
California
$799K – – –
CAC
1080
Certified Advisory Corp
Florida
$798K +$359 +4 +0%
SDAM
1081
Shulman DeMeo Asset Management
New York
$785K -$32.1K -357 -4%
GCM
1082
Gables Capital Management
Florida
$784K -$31.8K -354 -4%
SC
1083
Syon Capital
California
$782K +$199K +2,219 +35%
BMC
1084
Benin Management Corp
Connecticut
$779K +$8.98K +100 +1%
VH
1085
Visionary Horizons
Tennessee
$777K -$1.26K -14 -0.2%
GLLW
1086
Graves Light Lenhart Wealth
Virginia
$775K -$87.7K -976 -10%
VBCG
1087
Valley Brook Capital Group
Pennsylvania
$772K +$4.67K +52 +0.6%
GBT
1088
Grove Bank & Trust
Florida
$772K +$7.09K +79 +0.9%
CI
1089
CX Institutional
Indiana
$769K +$24.1K +268 +3%
NSIM
1090
North Star Investment Management
Illinois
$768K -$47.2K -525 -6%
RB
1091
Rodgers Brothers
Pennsylvania
$766K – – –
SSWM
1092
Smith Salley Wealth Management
North Carolina
$766K -$24.3K -271 -3%
BAM
1093
Belpointe Asset Management
Nevada
$765K -$92.6K -1,031 -11%
SP
1094
Successful Portfolios
Florida
$764K +$90 +1 +0%
LW
1095
Linscomb Wealth
Texas
$763K -$230K -2,566 -24%
PNC
1096
Park National Corp
Ohio
$761K -$3.41K -38 -0.5%
ACP
1097
Aviance Capital Partners
Florida
$759K +$4.94K +55 +0.7%
WLIM
1098
White Lighthouse Investment Management
Massachusetts
$753K +$4.13K +46 +0.6%
AGP
1099
Autumn Glory Partners
Texas
$752K – – –
LFP
1100
Lakeshore Financial Planning
Michigan
$750K +$5.21K +58 +0.7%
42 43
44
45 46