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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1151
West Bancorporation
Iowa
$793K -$144K -1,531 -16%
CAWM
1152
Capital Advisors Wealth Management
Washington
$792K +$1.98K +21 +0.3%
BL
1153
Balentine LLC
Georgia
$792K -$55.9K -594 -7%
CCFM
1154
Clear Creek Financial Management
Washington
$792K +$3.86K +41 +0.5%
PL
1155
Plancorp LLC
Missouri
$792K +$404K +4,288 +109%
CWP
1156
Cyndeo Wealth Partners
Florida
$790K +$18.8K +200 +2%
DJSG
1157
D.J. St. Germain
Massachusetts
$789K -$14.2K -151 -2%
GWM
1158
GSB Wealth Management
Connecticut
$784K +$471 +5 +0.1%
BW
1159
Blalock Williams
Alabama
$784K -$1.32K -14 -0.2%
GCM
1160
Gables Capital Management
Florida
$784K +$9.41K +100 +1%
HR
1161
Howe & Rusling
New York
$783K -$24K -255 -3%
GC
1162
Gilbert & Cook
Iowa
$783K +$3.86K +41 +0.5%
VH
1163
Visionary Horizons
Tennessee
$779K +$38.9K +413 +5%
PPWM
1164
Paragon Private Wealth Management
Kentucky
$777K +$145K +1,538 +23%
NB
1165
NBH Bank
Colorado
$777K +$764K +8,114 New
EWS
1166
Evergreen Wealth Solutions
Pennsylvania
$776K +$261K +2,773 +50%
NG
1167
Norden Group
Utah
$776K -$1.88K -20 -0.2%
BP
1168
Ballentine Partners
Massachusetts
$774K +$23.2K +246 +3%
SOAM
1169
SBI Okasan Asset Management
Japan
$774K -$53.3K -566 -7%
KWM
1170
Keebeck Wealth Management
Illinois
$772K +$63.2K +671 +9%
GWA
1171
Geometric Wealth Advisors
District of Columbia
$771K -$13.1K -139 -2%
VSQM
1172
V-Square Quantitative Management
Illinois
$766K +$11.5K +122 +2%
CBB
1173
Citizens Business Bank
California
$766K +$2.82K +30 +0.4%
MEAC
1174
M.E. Allison & Co
Texas
$765K – – –
OL
1175
one8zero8 LLC
North Carolina
$765K +$753 +8 +0.1%
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