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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1126
TCV Trust & Wealth Management
Virginia
$459K +$60.8K +886 +16%
GP
1127
Girard Partners
Pennsylvania
$459K +$53.4K +778 +13%
PCG
1128
Prosperity Consulting Group
Maryland
$458K +$204K +2,976 +84%
MHIC
1129
Marble Harbor Investment Counsel
Massachusetts
$458K – – –
BA
1130
Ballew Advisors
Mississippi
$457K -$15.8K -230 -3%
PA
1131
PFW Advisors
Georgia
$456K +$29K +423 +7%
BWS
1132
BCR Wealth Strategies
Alabama
$456K -$1.85K -27 -0.4%
MC
1133
Mathes Company
New York
$456K +$34.3K +500 +8%
MSWM
1134
McGlone Suttner Wealth Management
Wisconsin
$455K +$28.3K +412 +7%
OFS
1135
OneAscent Financial Services
Alabama
$455K +$446K +6,495 New
TW
1136
TritonPoint Wealth
Maryland
$454K +$445K +6,474 New
AHL
1137
Abel Hall LLC
Louisiana
$453K +$443K +6,458 New
BHWM
1138
Bar Harbor Wealth Management
New Hampshire
$452K -$13.7K -200 -3%
BFG
1139
Berger Financial Group
Minnesota
$452K – – –
BIG
1140
Bush Investment Group
Georgia
$451K +$460K +6,698 New
CRI
1141
Colonial River Investments
Virginia
$451K -$110K -1,602 -20%
FPAS
1142
Focus Partners Advisor Solutions
Missouri
$450K -$173K -2,521 -28%
SFWA
1143
Summit Financial Wealth Advisors
Louisiana
$449K +$3.43K +50 +0.8%
SFB
1144
STAR Financial Bank
Indiana
$448K +$42K +611 +11%
CIA
1145
Cohen Investment Advisors
New Hampshire
$448K -$40.2K -586 -8%
MFWP
1146
Mosaic Family Wealth Partners
Missouri
$447K -$10.4K -151 -2%
CI
1147
CX Institutional
Indiana
$447K -$49.9K -727 -10%
IWA
1148
IVC Wealth Advisors
Pennsylvania
$445K -$22K -320 -5%
LC
1149
LCNB Corp
Ohio
$443K – – –
JHCP
1150
Jackson Hole Capital Partners
Oklahoma
$442K -$26K -378 -6%
44 45
46
47 48