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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1201
Brown Financial Advisory
Alabama
$335K – – –
IC
1202
Inscription Capital
Texas
$335K +$203 +3 +0.1%
AWE
1203
Avidian Wealth Enterprises
Texas
$335K +$45.1K +666 +17%
DWA
1204
Douglass Winthrop Advisors
New York
$334K – – –
SAM
1205
Seelaus Asset Management
New Jersey
$334K – – –
AIA
1206
Angeles Investment Advisors
California
$333K -$11.4K -169 -4%
WJWM
1207
Williams Jones Wealth Management
New York
$332K -$33.9K -500 -10%
CICI
1208
Capital Investment Counsel Inc
North Carolina
$332K -$13.5K -200 -4%
PFM
1209
Parsec Financial Management
North Carolina
$331K -$19.4K -287 -6%
AW
1210
Apricus Wealth
South Carolina
$331K -$1.35K -20 -0.5%
FFA
1211
Founders Financial Alliance
North Carolina
$331K +$109K +1,608 +54%
PA
1212
PFG Advisors
Arizona
$331K +$310K +4,570 New
GSEP
1213
Golden State Equity Partners
California
$330K -$5.21K -77 -2%
HFAS
1214
Hummer Financial Advisory Services
Illinois
$330K – – –
AFA
1215
American Financial Advisors
Georgia
$330K +$2.51K +37 +0.8%
BFPW
1216
BOK Financial Private Wealth
Colorado
$330K +$68.5K +1,012 +29%
SBL
1217
Sargent Bickham Lagudis
Colorado
$329K -$2.98K -44 -1%
MHR
1218
Matthew Hamilton Rosenberg
$329K +$82.4K +1,217 +37%
HFA
1219
High Falls Advisors
New York
$327K +$203 +3 +0.1%
BDF
1220
Black Diamond Financial
Maryland
$327K +$306K +4,511 New
H
1221
HoyleCohen
California
$326K -$378K -5,585 -55%
TWM
1222
Thrive Wealth Management
Pennsylvania
$326K -$24.9K -368 -8%
LJAC
1223
L.J. Altfest & Co
New York
$326K +$474 +7 +0.2%
DWP
1224
Destiny Wealth Partners
Florida
$326K +$31.1K +459 +11%
BS
1225
Boenning & Scattergood
Pennsylvania
$326K +$54.1K +799 +22%
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