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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1176
Avestar Capital
New York
$649K -$117K -1,281 -15%
DF
1177
Daviman Financial
Indiana
$644K +$674K +7,388 New
WT
1178
Washington Trust
Rhode Island
$642K -$13.2K -145 -2%
LBC
1179
Lowe Brockenbrough & Co
Virginia
$640K +$92.8K +1,016 +16%
BIA
1180
Beacon Investment Advisors
Maryland
$639K +$1.37K +15 +0.2%
WMWM
1181
Wilkins Miller Wealth Management
Alabama
$637K +$730 +8 +0.1%
DWM
1182
Dakota Wealth Management
Florida
$637K -$9.6M -105,154 -94%
CT
1183
Clearstead Trust
Maine
$636K – – –
YCG
1184
Yeomans Consulting Group
Georgia
$634K -$36K -394 -5%
CCA
1185
Childress Capital Advisors
Texas
$633K -$38K -416 -5%
BFG
1186
Beacon Financial Group
Texas
$632K -$11K -120 -2%
BAM
1187
Beaumont Asset Management
Texas
$632K -$14.3K -157 -2%
AHL
1188
Abel Hall LLC
Louisiana
$632K -$3.93K -43 -0.6%
BCM
1189
BluePath Capital Management
Georgia
$632K – – –
RK
1190
Rather & Kittrell
Tennessee
$631K +$5.48K +60 +0.8%
APW
1191
Aventura Private Wealth
Florida
$627K -$26.2K -287 -4%
AGWCA
1192
Annis Gardner Whiting Capital Advisors
Florida
$626K +$234K +2,559 +55%
CTB
1193
Country Trust Bank
Illinois
$626K – – –
BWP
1194
Baldwin Wealth Partners
Massachusetts
$625K – – –
WAL
1195
W Advisors LLC
Tennessee
$625K -$4.47K -49 -0.7%
AWM
1196
Abound Wealth Management
Tennessee
$624K +$3.1K +34 +0.5%
V
1197
ViaWealth
Kansas
$621K -$63.4K -695 -9%
LIM
1198
Lathrop Investment Management
Arkansas
$621K – – –
NIM
1199
Northeast Investment Management
Massachusetts
$620K +$429K +4,700 +195%
PMG
1200
ProVise Management Group
Florida
$620K -$68.7K -753 -10%
46 47
48
49 50