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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1201
Novare Capital Management
North Carolina
$617K +$2.42K +28 +0.4%
SQA
1202
Simon Quick Advisors
New Jersey
$614K +$136K +1,572 +31%
BIG
1203
Builder Investment Group
Georgia
$613K – – –
HCP
1204
Hexagon Capital Partners
Arkansas
$613K +$13.2K +152 +2%
TC
1205
TFR Capital
Texas
$612K +$577K +6,660 New
BMWM
1206
Brown Miller Wealth Management
Virginia
$612K +$576K +6,659 New
BWG
1207
Beta Wealth Group
California
$609K -$8.22K -95 -1%
BFW
1208
Brady Family Wealth
Missouri
$605K – – –
GSWA
1209
Good Steward Wealth Advisors
Tennessee
$604K +$568K +6,566 New
MGIA
1210
Moneta Group Investment Advisors
Missouri
$603K -$51.5K -595 -8%
CWP
1211
Cyndeo Wealth Partners
Florida
$602K +$779 +9 +0.1%
CL
1212
CVFG LLC
Indiana
$602K +$4.33K +50 +0.8%
MFWP
1213
Mosaic Family Wealth Partners
Missouri
$601K +$11.9K +137 +2%
CGL
1214
Clarius Group LLC
Washington
$598K -$3.38K -39 -0.6%
RWA
1215
River Wealth Advisors
Pennsylvania
$597K -$24.1K -278 -4%
PFG
1216
Prosperity Financial Group
California
$596K +$1.82K +21 +0.3%
LBC
1217
Lowe Brockenbrough & Co
Virginia
$595K -$4.24K -49 -0.8%
TTWM
1218
TCV Trust & Wealth Management
Virginia
$591K +$11.8K +136 +2%
BAAM
1219
Baker Avenue Asset Management
California
$589K -$155K -1,791 -22%
GFG
1220
Goldstone Financial Group
Illinois
$589K -$3.46K -40 -0.6%
CWM
1221
Cordatus Wealth Management
Pennsylvania
$589K +$22.3K +258 +4%
MHIC
1222
Marble Harbor Investment Counsel
Massachusetts
$588K -$3.98K -46 -0.7%
APA
1223
Astoria Portfolio Advisors
New York
$588K +$41.1K +475 +8%
NRI
1224
NFP Retirement Inc
California
$588K -$13.7K -158 -2%
WF
1225
Welch & Forbes
Massachusetts
$584K -$37.1K -429 -6%
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