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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1151
D.J. St. Germain
Massachusetts
$789K -$14.2K -151 -2%
GWM
1152
GSB Wealth Management
Connecticut
$784K +$471 +5 +0.1%
BW
1153
Blalock Williams
Alabama
$784K -$1.32K -14 -0.2%
GCM
1154
Gables Capital Management
Florida
$784K +$9.41K +100 +1%
HR
1155
Howe & Rusling
New York
$783K -$24K -255 -3%
GC
1156
Gilbert & Cook
Iowa
$783K +$3.86K +41 +0.5%
VH
1157
Visionary Horizons
Tennessee
$779K +$38.9K +413 +5%
PPWM
1158
Paragon Private Wealth Management
Kentucky
$777K +$145K +1,538 +23%
NB
1159
NBH Bank
Colorado
$777K +$764K +8,114 New
EWS
1160
Evergreen Wealth Solutions
Pennsylvania
$776K +$261K +2,773 +50%
NG
1161
Norden Group
Utah
$776K -$1.88K -20 -0.2%
BP
1162
Ballentine Partners
Massachusetts
$774K +$23.2K +246 +3%
SOAM
1163
SBI Okasan Asset Management
Japan
$774K -$53.3K -566 -7%
KWM
1164
Keebeck Wealth Management
Illinois
$772K +$63.2K +671 +9%
GWA
1165
Geometric Wealth Advisors
District of Columbia
$771K -$13.1K -139 -2%
VSQM
1166
V-Square Quantitative Management
Illinois
$766K +$11.5K +122 +2%
CBB
1167
Citizens Business Bank
California
$766K +$2.82K +30 +0.4%
MEAC
1168
M.E. Allison & Co
Texas
$765K – – –
OL
1169
one8zero8 LLC
North Carolina
$765K +$753 +8 +0.1%
PWAM
1170
Private Wealth Asset Management
Iowa
$763K +$403K +4,285 +116%
SP
1171
Successful Portfolios
Florida
$761K – – –
SL
1172
Summitry LLC
California
$759K +$28K +297 +4%
7WCP
1173
71 West Capital Partners
Massachusetts
$758K +$209K +2,224 +39%
ACM
1174
Allred Capital Management
Texas
$754K +$847 +9 +0.1%
CWMA
1175
Capstone Wealth Management (Alabama)
Alabama
$753K +$2.64K +28 +0.4%
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