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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1151
Cresset Asset Management
Illinois
$677K -$544K -6,053 -45%
BFG
1152
Beacon Financial Group
Texas
$677K -$70.6K -786 -10%
FCAS
1153
First Command Advisory Services
Texas
$675K -$2.69K -30 -0.4%
FFP
1154
FourThought Financial Partners
Florida
$674K -$20.3K -226 -3%
BP
1155
Ballentine Partners
Massachusetts
$674K +$40.7K +453 +7%
WMWM
1156
Wilkins Miller Wealth Management
Alabama
$673K -$4.67K -52 -0.7%
AHL
1157
Abel Hall LLC
Louisiana
$672K -$7.63K -85 -1%
TCWA
1158
Turtle Creek Wealth Advisors
Texas
$670K +$655K +7,292 New
BAM
1159
Beaumont Asset Management
Texas
$669K -$898 -10 -0.1%
SC
1160
Searle & Co
Connecticut
$666K -$89.8K -1,000 -12%
EW
1161
Element Wealth
Mississippi
$666K -$63.1K -703 -9%
DJYG
1162
David J. Yvars Group
Florida
$665K +$359 +4 +0.1%
HSA
1163
HBK Sorce Advisory
Pennsylvania
$664K -$1.08K -12 -0.2%
BIA
1164
Beacon Investment Advisors
Maryland
$663K +$7.09K +79 +1%
BCM
1165
BluePath Capital Management
Georgia
$662K -$35.7K -398 -5%
LFM
1166
LGT Fund Management
Liechtenstein
$661K -$103K -1,142 -14%
CSB
1167
City State Bank
Iowa
$658K -$1.8K -20 -0.3%
BWP
1168
Baldwin Wealth Partners
Massachusetts
$658K +$18.1K +202 +3%
DWM
1169
Destination Wealth Management
California
$657K +$7.37K +82 +1%
ACI
1170
Alpha Cubed Investments
California
$656K +$123K +1,366 +24%
BFG
1171
Berger Financial Group
Minnesota
$656K – – –
WG
1172
Winton Group
United Kingdom
$655K +$640K +7,130 New
AWP
1173
Atlas Wealth Partners
Pennsylvania
$654K -$3.14K -35 -0.5%
LIM
1174
Lathrop Investment Management
Arkansas
$654K – – –
GFG
1175
Goldstone Financial Group
Illinois
$654K +$66.3K +738 +12%
45 46
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