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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1076
Mechanics Financial Corp
Ohio
$777K – – –
EWM
1077
Evercore Wealth Management
New York
$776K -$76.8K -841 -9%
JAG
1078
Journey Advisory Group
Kentucky
$772K -$86.7K -950 -10%
IIL
1079
Insight Inv LLC
California
$771K – – –
CAC
1080
Certified Advisory Corp
Florida
$770K +$11.5K +126 +1%
FFM
1081
Fullerton Fund Management
Singapore
$769K +$41.4K +454 +5%
CI
1082
Cherokee Insurance
Michigan
$767K – – –
KIG
1083
Kennedy Investment Group
New Jersey
$767K +$4.29K +47 +0.5%
KF
1084
Krilogy Financial
Missouri
$766K -$39.1K -428 -5%
LWAM
1085
Legacy Wealth Asset Management
Minnesota
$766K -$11.2K -123 -1%
DJSG
1086
D.J. St. Germain
Massachusetts
$766K -$53.3K -584 -6%
AWM
1087
Aberdeen Wealth Management
Illinois
$765K -$37.2K -407 -4%
TCWA
1088
Turtle Creek Wealth Advisors
Texas
$764K -$37.9K -415 -5%
EWA
1089
Exencial Wealth Advisors
Oklahoma
$763K -$36.9K -404 -4%
VCP
1090
Vista Capital Partners
Oregon
$761K +$639 +7 +0.1%
BFA
1091
Beaumont Financial Advisors
Massachusetts
$757K +$15.2K +167 +2%
SDAM
1092
Shulman DeMeo Asset Management
New York
$755K -$2.1K -23 -0.3%
TWM
1093
Trueblood Wealth Management
Ohio
$753K -$71.9K -788 -8%
RWA
1094
Roberts Wealth Advisors
California
$753K +$788K +8,632 New
RAG
1095
RIA Advisory Group
Iowa
$750K -$38K -416 -5%
HCM
1096
Howard Capital Management
Georgia
$750K +$4.02K +44 +0.5%
ICA
1097
Infrastructure Capital Advisors
New York
$750K +$42.7K +468 +6%
GCM
1098
Gables Capital Management
Florida
$749K – – –
CPWA
1099
Cerro Pacific Wealth Advisors
California
$746K +$43.9K +481 +6%
PE
1100
PCM Encore
Colorado
$743K +$778K +8,521 New
42 43
44
45 46