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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1176
Patten Group
Tennessee
$585K +$15.6K +178 +3%
CI
1177
Conning Inc
Connecticut
$584K -$24.5K -279 -4%
PAM
1178
Peninsula Asset Management
Florida
$584K – – –
EB
1179
Eastern Bank
Massachusetts
$582K -$21.9K -250 -3%
A
1180
AlphaQuest
New York
$582K -$1.37M -15,620 -69%
AAS
1181
Ameritas Advisory Services
Nebraska
$581K -$50K -570 -7%
FDS
1182
First Dallas Securities
Texas
$578K – – –
AIA
1183
Angeles Investment Advisors
California
$578K – – –
GSWM
1184
Greenup Street Wealth Management
Michigan
$576K +$614K +6,995 New
CC
1185
Chicago Capital
Illinois
$575K +$4.39K +50 +0.7%
BIA
1186
Beacon Investment Advisors
Maryland
$575K -$10.5K -120 -2%
PL
1187
Perpetual Ltd
Australia
$575K – – –
BWP
1188
Baldwin Wealth Partners
Massachusetts
$573K +$5.35K +61 +0.9%
C1AG
1189
Client 1st Advisory Group
Florida
$573K – – –
CT
1190
Clearstead Trust
Maine
$571K +$2.81K +32 +0.5%
CWMA
1191
Capstone Wealth Management (Alabama)
Alabama
$571K +$609K +6,937 New
MAA
1192
Mraz Amerine & Associates
California
$567K – – –
WAAG
1193
Wealth Alliance Advisory Group
Kansas
$567K – – –
FTUS
1194
Flow Traders U.S.
New York
$565K +$602K +6,864 New
AHL
1195
Abel Hall LLC
Louisiana
$565K +$2.9K +33 +0.5%
FB
1196
Finward Bancorp
Indiana
$564K +$601K +6,856 New
NFC
1197
Northstar Financial Companies
Pennsylvania
$564K +$601K +6,851 New
ICM
1198
Islay Capital Management
Texas
$561K -$526 -6 -0.1%
USB
1199
Union Savings Bank
Connecticut
$559K – – –
LFM
1200
LGT Fund Management
Liechtenstein
$559K +$193K +2,200 +48%
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48
49 50