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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1176
Chicago Capital
Illinois
$643K – – –
PL
1177
Perpetual Ltd
Australia
$642K – – –
GSWM
1178
Greenup Street Wealth Management
Michigan
$640K -$2.68K -31 -0.4%
BWP
1179
Baldwin Wealth Partners
Massachusetts
$640K – – –
GCS
1180
Gordian Capital (Singapore)
Singapore
$638K -$1.04M -12,000 -63%
TBA
1181
Tower Bridge Advisors
Pennsylvania
$634K +$13K +150 +2%
WAAG
1182
Wealth Alliance Advisory Group
Kansas
$633K – – –
BP
1183
Ballentine Partners
Massachusetts
$633K +$99.5K +1,149 +20%
ECM
1184
Evergreen Capital Management
Washington
$633K +$32.1K +371 +6%
KOC
1185
Koss-Olinger Consulting
Florida
$632K +$595K +6,878 New
CAM
1186
Cidel Asset Management
Ontario, Canada
$631K -$41.6K -480 -7%
CAM
1187
Congress Asset Management
Massachusetts
$631K -$26K -300 -4%
FB
1188
Finward Bancorp
Indiana
$630K – – –
FHA
1189
Flagship Harbor Advisors
Massachusetts
$630K +$7.62K +88 +1%
MAA
1190
Mraz Amerine & Associates
California
$628K – – –
ICM
1191
Islay Capital Management
Texas
$626K – – –
C1AG
1192
Client 1st Advisory Group
Florida
$626K -$13.7K -158 -2%
USB
1193
Union Savings Bank
Connecticut
$625K – – –
SCA
1194
Stokes Capital Advisors
South Carolina
$625K – – –
VHAM
1195
Van Hulzen Asset Management
California
$623K +$87 +1 +0%
VFA
1196
Values First Advisors
Tennessee
$622K +$10.6K +122 +2%
HCM
1197
Howard Capital Management
Georgia
$621K -$61.5K -711 -10%
MS
1198
Madden Securities
Texas
$621K -$216K -2,500 -27%
SWA
1199
SFMG Wealth Advisors
Texas
$619K +$49.8K +575 +9%
FRM
1200
Fox Run Management
Connecticut
$617K +$581K +6,715 New
46 47
48
49 50