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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1201
Islay Capital Management
Texas
$625K – – –
C1AG
1202
Client 1st Advisory Group
Florida
$625K – – –
SCA
1203
Stokes Capital Advisors
South Carolina
$624K – – –
SAM
1204
Shell Asset Management
Netherlands
$622K -$144K -1,601 -19%
MWA
1205
Midland Wealth Advisors
Illinois
$620K -$75.1K -836 -11%
SOAMC
1206
Spirit of America Management Corp
New York
$615K +$71.9K +800 +14%
DTC
1207
Davidson Trust Company
Washington
$612K -$34.4K -383 -5%
BIG
1208
Builder Investment Group
Georgia
$612K – – –
ANBT
1209
American National Bank & Trust
Texas
$611K +$409K +4,554 +217%
CAM
1210
Cidel Asset Management
Ontario, Canada
$610K -$20.5K -228 -3%
LMKC
1211
L.M. Kohn & Company
Ohio
$607K -$773K -8,605 -57%
EWA
1212
Elevate Wealth Advisory
Georgia
$606K +$37.5K +417 +7%
BFW
1213
Brady Family Wealth
Missouri
$604K – – –
CL
1214
CVFG LLC
Indiana
$601K – – –
CAM
1215
Congress Asset Management
Massachusetts
$600K -$29.2K -325 -5%
BWG
1216
Beta Wealth Group
California
$599K -$8.71K -97 -1%
IF
1217
Intrua Financial
Texas
$599K +$55.1K +614 +10%
CWP
1218
Cyndeo Wealth Partners
Florida
$598K -$3.23K -36 -0.5%
APA
1219
Astoria Portfolio Advisors
New York
$595K -$16.7K -186 -3%
LBC
1220
Lowe Brockenbrough & Co
Virginia
$594K – – –
CCA
1221
Childress Capital Advisors
Texas
$594K +$93.2K +1,038 +19%
TWM
1222
Thrive Wealth Management
Pennsylvania
$593K +$28.9K +322 +5%
RWA
1223
River Wealth Advisors
Pennsylvania
$593K -$3.77K -42 -0.6%
SSC
1224
Syverson Strege & Co
Iowa
$589K +$188K +2,092 +48%
MHIC
1225
Marble Harbor Investment Counsel
Massachusetts
$587K – – –
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