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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1101
Avidian Wealth Enterprises
Texas
$654K +$44.7K +523 +8%
CAM
1102
Centre Asset Management
New York
$653K -$31.2K -365 -5%
HR
1103
Howe & Rusling
New York
$652K +$221K +2,589 +56%
RFM
1104
Royal Fund Management
Florida
$651K +$310K +3,631 +101%
BFG
1105
Berger Financial Group
Minnesota
$647K +$61.6K +721 +11%
DJYG
1106
David J. Yvars Group
Florida
$646K +$342 +4 +0.1%
CTB
1107
Country Trust Bank
Illinois
$644K – – –
FAM
1108
Formidable Asset Management
Ohio
$643K -$12.2K -143 -2%
GEA
1109
Glen Eagle Advisors
New Jersey
$643K +$103K +1,201 +20%
HCM
1110
Howard Capital Management
Georgia
$643K +$609K +7,130 New
SL
1111
Sentry LLC
Tennessee
$642K +$256 +3 +0%
LIM
1112
Lathrop Investment Management
Arkansas
$641K +$18.6K +218 +3%
BIA
1113
Beacon Investment Advisors
Maryland
$641K +$1.71K +20 +0.3%
PAM
1114
Peninsula Asset Management
Florida
$639K – – –
FDS
1115
First Dallas Securities
Texas
$633K -$132K -1,550 -18%
AIA
1116
Angeles Investment Advisors
California
$633K +$14K +164 +2%
LBC
1117
Lowe Brockenbrough & Co
Virginia
$633K +$46.5K +544 +8%
CSB
1118
City State Bank
Iowa
$633K -$854 -10 -0.1%
PL
1119
Perpetual Ltd
Australia
$630K – – –
C1AG
1120
Client 1st Advisory Group
Florida
$628K +$13.5K +158 +2%
SIS
1121
Sound Income Strategies
Florida
$627K -$513 -6 -0.1%
BCG
1122
Breakwater Capital Group
New Jersey
$627K +$4.87K +57 +0.8%
CC
1123
Chicago Capital
Illinois
$626K – – –
NFG
1124
Nations Financial Group
Iowa
$625K -$7K -82 -1%
PG
1125
Patten Group
Tennessee
$625K +$53.9K +631 +10%
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