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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
1201
Essex Investment Management
Massachusetts
$124K – – –
BCA
1202
Berman Capital Advisors
Georgia
$124K +$5K +90 +4%
CWP
1203
CFM Wealth Partners
Texas
$121K – – –
JIR
1204
James Investment Research
Ohio
$120K -$43.3K -779 -25%
BWM
1205
BerganKDV Wealth Management
Minnesota
$120K -$16.3K -294 -11%
WT
1206
Whittier Trust
California
$118K – – –
CIR
1207
Clear Investment Research
Georgia
$117K – – –
CIM
1208
Centersquare Investment Management
Pennsylvania
$116K +$25K +450 +25%
PP
1209
PrairieView Partners
Minnesota
$115K – – –
AIM
1210
AIA Investment Management
Singapore
$114K -$93.4K -1,680 -43%
IFA
1211
Interactive Financial Advisors
Illinois
$114K – – –
AW
1212
Avion Wealth
Texas
$112K – – –
CA
1213
Clearstead Advisors
Ohio
$112K – – –
FC
1214
FORA Capital
Florida
$112K +$120K +2,163 New
VCM
1215
Vigilant Capital Management
Maine
$109K +$117K +2,100 New
TFO
1216
Tarbox Family Office
California
$106K +$12.6K +226 +12%
CCA
1217
Column Capital Advisors
Indiana
$104K -$56 -1 -0%
MRCM
1218
M&R Capital Management
New Jersey
$101K -$58.6K -1,054 -35%
PG
1219
Proffitt & Goodson
Tennessee
$99K – – –
MLFP
1220
MPS Loria Financial Planners
Illinois
$98K +$105K +1,890 New
SNT
1221
Security National Trust
West Virginia
$96K – – –
QCMC
1222
Quantum Capital Management (California)
California
$95K – – –
SIM
1223
Sonora Investment Management
Arizona
$94K -$33.4K -600 -25%
MHR
1224
Matthew Hamilton Rosenberg
$94K +$19.6K +353 +24%
WPA
1225
West Paces Advisors
Georgia
$93.2K – – –
47 48
49
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