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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1201
Founders Financial Alliance
North Carolina
$326K -$15.5K -205 -4%
IBOK
1202
Independence Bank of Kentucky
Kentucky
$326K -$4.77K -63 -1%
CCFP
1203
Charles Carroll Financial Partners
Massachusetts
$326K – – –
IFWM
1204
Institute for Wealth Management
Colorado
$324K +$76 +1 +0%
PTP
1205
Platform Technology Partners
New York
$323K -$18.6K -246 -5%
TFA
1206
Triad Financial Advisors
North Carolina
$323K -$2.2K -29 -0.6%
PG
1207
Pendal Group
Australia
$322K -$21.7K -286 -6%
BOS
1208
Bank of Stockton
California
$322K -$9.47K -125 -3%
FFBTD
1209
First Financial Bank - Trust Division
Ohio
$322K -$606 -8 -0.2%
AGP
1210
Autumn Glory Partners
Texas
$322K – – –
AFP
1211
Ausdal Financial Partners
Iowa
$320K -$16.3K -215 -4%
BFIM
1212
Beese Fulmer Investment Management
Ohio
$320K – – –
BRM
1213
Boston Research & Management
Massachusetts
$320K – – –
LIG
1214
Lokken Investment Group
Delaware
$320K – – –
EWM
1215
Elmwood Wealth Management
California
$319K – – –
ORC
1216
O'Rourke & Company
Massachusetts
$319K +$76 +1 +0%
RFN
1217
Redwood Financial Network
Ohio
$319K +$1.06K +14 +0.3%
HCM
1218
Hodges Capital Management
Texas
$318K -$45.5K -600 -11%
AFWM
1219
AMJ Financial Wealth Management
Virginia
$318K – – –
VCM
1220
Violich Capital Management
California
$317K – – –
JWM
1221
Jeppson Wealth Management
California
$315K +$15.2K +200 +5%
TWM
1222
Thrive Wealth Management
Pennsylvania
$315K +$24.9K +329 +8%
RCM
1223
RB Capital Management
Nevada
$315K +$350K +4,626 New
FIM
1224
Freedom Investment Management
Connecticut
$315K +$18.3K +241 +5%
BFA
1225
Brown Financial Advisory
Alabama
$314K – – –
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