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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1126
Forum Financial Management
Illinois
$463K +$21.1K +306 +5%
SIMG
1127
Sonora Investment Management Group
Arizona
$460K -$52.9K -767 -11%
SFB
1128
STAR Financial Bank
Indiana
$458K – – –
OFS
1129
OneAscent Financial Services
Alabama
$458K -$7.59K -110 -2%
MFWP
1130
Mosaic Family Wealth Partners
Missouri
$458K +$276 +4 +0.1%
GM
1131
GeoWealth Management
Illinois
$456K +$37.3K +541 +9%
BA
1132
Ballew Advisors
Mississippi
$455K +$1.17K +17 +0.3%
LC
1133
LCNB Corp
Ohio
$453K – – –
TTWM
1134
TCV Trust & Wealth Management
Virginia
$452K -$17.3K -251 -4%
BHCM
1135
Brevan Howard Capital Management
Jersey
$450K +$209K +3,026 +93%
TW
1136
TritonPoint Wealth
Maryland
$450K +$9.11K +132 +2%
BHWM
1137
Bar Harbor Wealth Management
New Hampshire
$449K -$13K -188 -3%
MIM
1138
Moseley Investment Management
Florida
$448K -$45.2K -655 -10%
MCWS
1139
McKinley Carter Wealth Services
West Virginia
$447K -$25.9K -375 -6%
AWE
1140
Avidian Wealth Enterprises
Texas
$447K +$12.4K +180 +3%
EGWAG
1141
Elwood & Goetz Wealth Advisory Group
Georgia
$447K +$37.3K +541 +10%
TGAM
1142
TBH Global Asset Management
Tennessee
$446K -$62.7K -908 -13%
VR
1143
Valued Retirements
Texas
$445K +$897 +13 +0.2%
SWA
1144
SFMG Wealth Advisors
Texas
$445K +$2.14K +31 +0.5%
CI
1145
CX Institutional
Indiana
$443K -$13.2K -191 -3%
HCP
1146
Hexagon Capital Partners
Arkansas
$442K -$9.11K -132 -2%
VCM
1147
Virtue Capital Management
Tennessee
$442K -$207K -2,996 -32%
PA
1148
PFW Advisors
Georgia
$441K -$24.6K -356 -5%
FOFP
1149
Fee-Only Financial Planning
South Carolina
$441K – – –
PG
1150
Patten Group
Tennessee
$441K +$29.5K +428 +7%
44 45
46
47 48