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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
1176
Mairs & Power Inc
Minnesota
$258K – – –
EHWM
1177
Eads & Heald Wealth Management
Georgia
$258K +$268K +4,170 New
BOPW
1178
Brandywine Oak Private Wealth
Pennsylvania
$257K – – –
PWM
1179
Perigon Wealth Management
California
$256K -$110K -1,708 -29%
CAM
1180
Cozad Asset Management
Illinois
$256K -$32.8K -509 -11%
PB
1181
Pinnacle Bancorp
Nebraska
$256K – – –
NAM
1182
NorthCoast Asset Management
Connecticut
$256K +$3.73K +58 +1%
NC
1183
NovaPoint Capital
Georgia
$256K +$266K +4,125 New
FMP
1184
Financial Management Professionals
Texas
$254K – – –
SC
1185
Searle & Co
Connecticut
$254K – – –
PFT
1186
Providence First Trust
Arizona
$253K – – –
AWE
1187
Avidian Wealth Enterprises
Texas
$253K +$263K +4,080 New
CFG
1188
Cooper Financial Group
California
$253K +$263K +4,082 New
LOPW
1189
Live Oak Private Wealth
North Carolina
$253K +$263K +4,090 New
MWM
1190
Modera Wealth Management
New Jersey
$252K +$26.9K +418 +11%
PIM
1191
Penobscot Investment Management
Massachusetts
$251K – – –
WP
1192
WMS Partners
Maryland
$250K +$64 +1 +0%
FWM
1193
FSA Wealth Management
Massachusetts
$250K +$32.2K +500 +14%
SA
1194
Strategic Advisors
New York
$249K -$13.6K -211 -5%
FA
1195
Fagan Associates
New York
$249K -$3.86K -60 -1%
JIC
1196
Joel Isaacson & Co
New York
$249K – – –
PAM
1197
Peak Asset Management
Colorado
$249K – – –
YIA
1198
YHB Investment Advisors
Connecticut
$249K – – –
BL
1199
Balentine LLC
Georgia
$249K +$259K +4,022 New
AOWM
1200
Alpha Omega Wealth Management
Virginia
$248K -$2.32K -36 -0.9%
46 47
48
49 50