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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1101
Balentine LLC
Georgia
$856K -$6.47K -70 -0.8%
CAC
1102
Certified Advisory Corp
Florida
$855K +$2.04K +22 +0.2%
CFB
1103
Cullen/Frost Bankers
Texas
$852K -$395K -4,273 -33%
NIM
1104
Northeast Investment Management
Massachusetts
$851K +$158K +1,707 +24%
AAS
1105
Ameritas Advisory Services
Nebraska
$851K -$68.6K -742 -8%
LWAM
1106
Legacy Wealth Asset Management
Minnesota
$850K +$2.31K +25 +0.3%
CI
1107
Cherokee Insurance
Michigan
$849K – – –
VCP
1108
Vista Capital Partners
Oregon
$849K +$5.64K +61 +0.7%
IAN
1109
Integrated Advisors Network
Texas
$846K -$312K -3,369 -28%
MW
1110
Maia Wealth
Colorado
$844K +$283K +3,061 +54%
OFA
1111
Orographic Financial Advisors
Colorado
$842K +$807K +8,727 New
BFA
1112
Beaumont Financial Advisors
Massachusetts
$840K +$1.85K +20 +0.2%
EWA
1113
Exencial Wealth Advisors
Oklahoma
$839K -$4.81K -52 -0.6%
RWA
1114
Roberts Wealth Advisors
California
$838K +$4.72K +51 +0.6%
HSA
1115
HBK Sorce Advisory
Pennsylvania
$837K +$31.7K +343 +4%
SDAM
1116
Shulman DeMeo Asset Management
New York
$834K -$1.85K -20 -0.2%
SOAM
1117
SBI Okasan Asset Management
Japan
$830K +$52.4K +566 +7%
TWM
1118
Trueblood Wealth Management
Ohio
$827K -$5.83K -63 -0.7%
TDB
1119
Thompson David Blair
$827K +$273K +2,948 +52%
RAG
1120
RIA Advisory Group
Iowa
$824K -$6.66K -72 -0.8%
RC
1121
Roundview Capital
New Jersey
$823K +$1.39K +15 +0.2%
SW
1122
Simplicity Wealth
New Jersey
$821K +$29.4K +318 +4%
DWM
1123
Dakota Wealth Management
Florida
$821K +$111K +1,201 +16%
PA
1124
Probity Advisors
Texas
$820K +$353K +3,817 +82%
HCP
1125
Hexagon Capital Partners
Arkansas
$820K +$786K +8,497 New
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