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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1151
Oppenheimer Asset Management
New York
$369K +$82.3K +1,223 +30%
AWM
1152
Affinity Wealth Management
Delaware
$368K – – –
CC
1153
Courier Capital
New York
$367K -$3.5K -52 -1%
DLHL
1154
Donald L. Hagan LLC
Florida
$366K – – –
VT
1155
Vise Technologies
New York
$366K +$64.4K +957 +22%
LGA
1156
Lebenthal Global Advisors
New York
$365K -$10.1K -150 -3%
LDB
1157
Lee, Danner & Bass
Tennessee
$365K +$1.41K +21 +0.4%
RW
1158
REDW Wealth
New Mexico
$364K – – –
AWE
1159
Avidian Wealth Enterprises
Texas
$364K +$23K +341 +7%
IC
1160
Inscription Capital
Texas
$364K – – –
DIP
1161
Davis Investment Partners
North Carolina
$363K – – –
CIM
1162
CIM Investment Management
Pennsylvania
$363K +$351K +5,214 New
MHR
1163
Matthew Hamilton Rosenberg
$363K -$4.31K -64 -1%
AA
1164
Auxano Advisors
Washington
$362K – – –
RIS
1165
Retirement Income Solutions
Michigan
$361K +$135K +2,000 +63%
PFM
1166
Parsec Financial Management
North Carolina
$361K – – –
EIA
1167
Eastover Investment Advisors
North Carolina
$361K – – –
AWG
1168
Altus Wealth Group
Colorado
$360K +$269 +4 +0.1%
SMF
1169
Sterling Manor Financial
New York
$358K – – –
KCM
1170
KRS Capital Management
Michigan
$358K +$404 +6 +0.1%
TTWM
1171
TCV Trust & Wealth Management
Virginia
$357K -$498K -7,390 -59%
HIC
1172
Hartline Investment Corp
Illinois
$357K – – –
CAM
1173
Campion Asset Management
Virginia
$356K – – –
GLA
1174
Great Lakes Advisors
Illinois
$355K -$118K -1,755 -26%
CCB
1175
Cutter & Co Brokerage
Missouri
$355K +$1.41K +21 +0.4%
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47
48 49