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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1126
Clearstead Trust
Maine
$623K +$2.56K +30 +0.4%
BWP
1127
Baldwin Wealth Partners
Massachusetts
$623K +$256 +3 +0%
TW
1128
TritonPoint Wealth
Maryland
$622K +$26.1K +306 +5%
MAA
1129
Mraz Amerine & Associates
California
$621K – – –
WAAG
1130
Wealth Alliance Advisory Group
Kansas
$621K – – –
AHL
1131
Abel Hall LLC
Louisiana
$616K +$10.3K +120 +2%
ICM
1132
Islay Capital Management
Texas
$615K – – –
USB
1133
Union Savings Bank
Connecticut
$613K -$16.2K -190 -3%
SCA
1134
Stokes Capital Advisors
South Carolina
$613K – – –
HIP
1135
HUB Investment Partners
Texas
$612K +$72.6K +850 +14%
VHAM
1136
Van Hulzen Asset Management
California
$611K -$8.03K -94 -1%
RWA
1137
River Wealth Advisors
Pennsylvania
$609K +$3.42K +40 +0.6%
HCP
1138
Hexagon Capital Partners
Arkansas
$608K +$15.5K +181 +3%
BIG
1139
Builder Investment Group
Georgia
$607K – – –
HTC
1140
Haverford Trust Company
Pennsylvania
$602K +$26.1K +306 +5%
ACI
1141
Alpha Cubed Investments
California
$601K +$54.3K +636 +11%
CAM
1142
Congress Asset Management
Massachusetts
$599K – – –
GWA
1143
Gratus Wealth Advisors
Virginia
$599K +$92.3K +1,081 +19%
BAM
1144
BOS Asset Management
Illinois
$599K -$14.9K -174 -3%
WF
1145
Welch & Forbes
Massachusetts
$597K +$6.58K +77 +1%
BWG
1146
Beta Wealth Group
California
$597K -$17.1K -200 -3%
IF
1147
Intrua Financial
Texas
$594K -$565K -6,616 -50%
BFW
1148
Brady Family Wealth
Missouri
$593K – – –
LSAG
1149
Lake Street Advisors Group
New Hampshire
$593K +$7.77K +91 +1%
TWM
1150
Tradition Wealth Management
Minnesota
$592K +$854 +10 +0.2%
44 45
46
47 48