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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1151
Asset Planning Corporation
Tennessee
$665K – – –
DJYG
1152
David J. Yvars Group
Florida
$665K +$346 +4 +0.1%
CI
1153
Conning Inc
Connecticut
$665K +$12K +139 +2%
AC
1154
AlphaCore Capital
California
$663K +$114K +1,318 +22%
BIA
1155
Beacon Investment Advisors
Maryland
$663K +$19.7K +228 +3%
SW
1156
SteelPeak Wealth
California
$662K -$2.73M -31,561 -81%
CSB
1157
City State Bank
Iowa
$661K – – –
CTB
1158
Country Trust Bank
Illinois
$660K +$3.9K +45 +0.6%
CT
1159
Clearstead Trust
Maine
$660K +$20.6K +238 +3%
BST
1160
Bath Savings Trust
Maine
$660K -$31.1K -359 -5%
AWP
1161
Atlas Wealth Partners
Pennsylvania
$659K +$64.1K +740 +12%
BFG
1162
Berger Financial Group
Minnesota
$657K -$2.6K -30 -0.4%
LIM
1163
Lathrop Investment Management
Arkansas
$655K +$260 +3 +0%
RIA
1164
Richwood Investment Advisors
Ohio
$654K -$36.8K -425 -6%
PAM
1165
Peninsula Asset Management
Florida
$652K – – –
TWM
1166
Tradition Wealth Management
Minnesota
$651K +$25.5K +295 +4%
SL
1167
Sentry LLC
Tennessee
$651K +$256K +2,958 +72%
DWM
1168
Destination Wealth Management
California
$651K -$30K -347 -5%
PG
1169
Patten Group
Tennessee
$650K -$2.77K -32 -0.5%
AWM
1170
Abound Wealth Management
Tennessee
$649K -$12.6K -145 -2%
FBFS
1171
First Business Financial Services
Wisconsin
$648K -$38.1K -440 -6%
DTC
1172
Davidson Trust Company
Washington
$648K +$610K +7,045 New
FAM
1173
Formidable Asset Management
Ohio
$646K -$9.26K -107 -1%
FDS
1174
First Dallas Securities
Texas
$645K – – –
MG
1175
Marex Group
$644K -$216K -2,500 -26%
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