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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1126
Arrow Financial
New York
$818K +$150K +1,593 +23%
HCM
1127
Howard Capital Management
Georgia
$817K +$380K +4,034 +90%
RC
1128
Roundview Capital
New Jersey
$816K – – –
CCG
1129
Cypress Capital Group
Florida
$814K +$313K +3,327 +64%
NF
1130
Nikulski Financial
Iowa
$813K -$68.7K -730 -8%
BMC
1131
Benin Management Corp
Connecticut
$812K – – –
GLLW
1132
Graves Light Lenhart Wealth
Virginia
$811K +$1.04K +11 +0.1%
JSL
1133
JT Stratford LLC
Georgia
$808K -$2.35K -25 -0.3%
FSA
1134
Franklin Street Advisors
North Carolina
$807K -$471 -5 -0.1%
GI
1135
Gradient Investments
Minnesota
$805K +$315K +3,346 +66%
GFM
1136
GF Fund Management
China
$804K +$227K +2,416 +40%
LFP
1137
Lakeshore Financial Planning
Michigan
$803K +$4.9K +52 +0.6%
BSSFA
1138
Baron Silver Stevens Financial Advisors
Florida
$801K +$27K +287 +4%
VAM
1139
Verity Asset Management
North Carolina
$800K +$3.48K +37 +0.4%
MGIA
1140
Moneta Group Investment Advisors
Missouri
$800K -$10.9K -116 -1%
CAG
1141
Crestwood Advisors Group
Massachusetts
$797K +$151K +1,605 +24%
FA
1142
Faithward Advisors
Pennsylvania
$796K +$783K +8,319 New
VEM
1143
Vann Equity Management
Texas
$794K +$7.25K +77 +0.9%
OFA
1144
Orographic Financial Advisors
Colorado
$793K -$14.1K -150 -2%
WB
1145
West Bancorporation
Iowa
$793K -$144K -1,531 -16%
CAWM
1146
Capital Advisors Wealth Management
Washington
$792K +$1.98K +21 +0.3%
BL
1147
Balentine LLC
Georgia
$792K -$55.9K -594 -7%
CCFM
1148
Clear Creek Financial Management
Washington
$792K +$3.86K +41 +0.5%
PL
1149
Plancorp LLC
Missouri
$792K +$404K +4,288 +109%
CWP
1150
Cyndeo Wealth Partners
Florida
$790K +$18.8K +200 +2%
44 45
46
47 48