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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1101
Successful Portfolios
Florida
$684K +$88 +1 +0%
VBCG
1102
Valley Brook Capital Group
Pennsylvania
$684K -$30.5K -348 -4%
OAM
1103
Oxford Asset Management
United Kingdom
$683K +$728K +8,302 New
ACP
1104
Aviance Capital Partners
Florida
$683K +$526 +6 +0.1%
PMG
1105
ProVise Management Group
Florida
$680K -$90.8K -1,035 -11%
AUB
1106
Atlantic Union Bankshares
Virginia
$678K – – –
NAG
1107
Northstar Advisory Group
New Jersey
$676K +$44.2K +504 +7%
BAAM
1108
Baker Avenue Asset Management
California
$675K +$14.6K +166 +2%
FSA
1109
Franklin Street Advisors
North Carolina
$674K +$439 +5 +0.1%
AGP
1110
Autumn Glory Partners
Texas
$674K -$774K -8,823 -52%
BMC
1111
Benin Management Corp
Connecticut
$669K -$32.1K -366 -4%
NG
1112
Norden Group
Utah
$669K +$25.8K +294 +4%
PCMF
1113
Private Capital Management (Florida)
Florida
$669K – – –
BFG
1114
Beacon Financial Group
Texas
$667K -$2.72K -31 -0.4%
GIM
1115
Groesbeck Investment Management
New Jersey
$667K +$711K +8,100 New
LFP
1116
Lakeshore Financial Planning
Michigan
$664K +$4.47K +51 +0.6%
EGM
1117
Engineers Gate Manager
New York
$662K +$369K +4,210 +110%
GWA
1118
Geometric Wealth Advisors
District of Columbia
$660K +$1.49K +17 +0.2%
AIC
1119
Archer Investment Corporation
Indiana
$659K – – –
OFS
1120
OneAscent Financial Services
Alabama
$658K +$140K +1,600 +25%
FT
1121
Fiduciary Trust
Massachusetts
$656K +$35.1K +400 +5%
WAL
1122
W Advisors LLC
Tennessee
$656K -$1.75K -20 -0.3%
CFB
1123
Cullen/Frost Bankers
Texas
$655K +$32.3K +368 +5%
AF
1124
Advisornet Financial
Minnesota
$654K +$57.5K +655 +9%
DJSG
1125
D.J. St. Germain
Massachusetts
$652K +$320K +3,650 +85%
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