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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1101
Angeles Investment Advisors
California
$532K – – –
SFI
1102
Siemens Fonds Invest
Germany
$532K -$350K -4,613 -40%
BWG
1103
Beta Wealth Group
California
$529K +$83.4K +1,101 +19%
ICM
1104
Islay Capital Management
Texas
$529K -$15.5K -204 -3%
BAM
1105
BOS Asset Management
Illinois
$528K +$60.6K +800 +13%
C1AG
1106
Client 1st Advisory Group
Florida
$528K – – –
LIM
1107
Longfellow Investment Management
Massachusetts
$527K +$3.56K +47 +0.7%
SCA
1108
Stokes Capital Advisors
South Carolina
$527K – – –
CGL
1109
Clarius Group LLC
Washington
$524K -$23.1K -305 -4%
AF
1110
Advisornet Financial
Minnesota
$522K +$8.26K +109 +2%
AWE
1111
Avidian Wealth Enterprises
Texas
$522K +$37.9K +500 +8%
BIG
1112
Builder Investment Group
Georgia
$522K – – –
RWA
1113
River Wealth Advisors
Pennsylvania
$521K +$509K +6,713 New
AHL
1114
Abel Hall LLC
Louisiana
$520K +$8.71K +115 +2%
SWA
1115
Stratos Wealth Advisors
Ohio
$520K +$195K +2,573 +62%
VC
1116
Vicus Capital
Pennsylvania
$520K +$212K +2,792 +71%
BA
1117
Ballew Advisors
Mississippi
$519K -$2.5K -33 -0.5%
PFG
1118
Prosperity Financial Group
California
$517K +$9.4K +124 +2%
FFM
1119
Fullerton Fund Management
Singapore
$517K +$505K +6,661 New
GL
1120
Graypoint LLC
New York
$516K +$69K +910 +16%
CAM
1121
Congress Asset Management
Massachusetts
$516K – – –
ECM
1122
Evergreen Capital Management
Washington
$512K +$55.4K +731 +12%
PA
1123
Probity Advisors
Texas
$512K – – –
MSAM
1124
Moloney Securities Asset Management
Missouri
$512K +$9.93K +131 +2%
TW
1125
TritonPoint Wealth
Maryland
$512K -$909 -12 -0.2%
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