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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1201
Berman Capital Advisors
Georgia
$125K +$37.8K +596 +34%
JFGIW
1202
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K +$63.4K +1,000 +76%
WT
1203
Whittier Trust
California
$123K +$12.3K +194 +9%
CIR
1204
Clear Investment Research
Georgia
$122K – – –
SAM
1205
S.A. Mason
Michigan
$122K – – –
PP
1206
PrairieView Partners
Minnesota
$121K +$141K +2,226 New
IFA
1207
Interactive Financial Advisors
Illinois
$120K – – –
SIS
1208
Sound Income Strategies
Florida
$118K +$7.47K +118 +6%
KTC
1209
Kistler-Tiffany Companies
Pennsylvania
$117K – – –
CA
1210
Clearstead Advisors
Ohio
$117K +$136K +2,153 New
AW
1211
Avion Wealth
Texas
$117K +$137K +2,166 New
OAM
1212
Oppenheimer Asset Management
New York
$113K +$4.05K +64 +3%
CCA
1213
Column Capital Advisors
Indiana
$109K +$63 +1 +0%
PCTC
1214
Perkins Coie Trust Company
Washington
$105K +$887 +14 +0.7%
PG
1215
Proffitt & Goodson
Tennessee
$104K – – –
SNT
1216
Security National Trust
West Virginia
$101K – – –
DWM
1217
Darwin Wealth Management
Florida
$100K +$118K +1,865 New
QCMC
1218
Quantum Capital Management (California)
California
$99K -$9.44K -149 -8%
TFO
1219
Tarbox Family Office
California
$99K +$1.33K +21 +1%
WPA
1220
West Paces Advisors
Georgia
$97.3K +$37.7K +595 +50%
CIM
1221
Centersquare Investment Management
Pennsylvania
$96K -$38K -600 -25%
TC
1222
Trust Company
Kansas
$95K -$22.2K -350 -17%
PCM
1223
Penserra Capital Management
California
$95K +$8.17K +129 +8%
LFG
1224
LifePlan Financial Group
Ohio
$94K – – –
SCM
1225
Silvant Capital Management
Georgia
$93K – – –
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