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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1201
Richwood Investment Advisors
Ohio
$674K – – –
FFP
1202
FourThought Financial Partners
Florida
$672K -$23.4K -251 -3%
PAM
1203
Peninsula Asset Management
Florida
$672K – – –
SL
1204
Sentry LLC
Tennessee
$672K +$373 +4 +0.1%
DTC
1205
Davidson Trust Company
Washington
$668K +$36.5K +391 +6%
GSWM
1206
Greenup Street Wealth Management
Michigan
$667K +$2.33K +25 +0.4%
CFG
1207
Cooper Financial Group
California
$666K +$194K +2,079 +42%
FEG
1208
Financial Enhancement Group
Indiana
$666K +$93 +1 +0%
DJYG
1209
David J. Yvars Group
Florida
$665K -$20.7K -222 -3%
SAM
1210
Summit Asset Management
Tennessee
$664K +$1.4K +15 +0.2%
AGA
1211
Arkos Global Advisors
Texas
$664K +$230K +2,460 +54%
CI
1212
Conning Inc
Connecticut
$661K – – –
CWMA
1213
Capstone Wealth Management (Alabama)
Alabama
$658K +$84.1K +901 +15%
CC
1214
Chicago Capital
Illinois
$653K -$9.34K -100 -1%
MAA
1215
Mraz Amerine & Associates
California
$653K – – –
WAAG
1216
Wealth Alliance Advisory Group
Kansas
$652K – – –
AA
1217
Advisory Alpha
Michigan
$651K +$288K +3,089 +80%
HR
1218
Howe & Rusling
New York
$650K +$49.9K +535 +8%
NCM
1219
Novare Capital Management
North Carolina
$647K -$278K -2,973 -30%
MW
1220
MBL Wealth
North Carolina
$646K +$135K +1,445 +27%
VHAM
1221
Van Hulzen Asset Management
California
$645K -$3.55K -38 -0.6%
C1AG
1222
Client 1st Advisory Group
Florida
$645K – – –
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$644K -$62.8K -673 -9%
SCA
1224
Stokes Capital Advisors
South Carolina
$644K – – –
KOC
1225
Koss-Olinger Consulting
Florida
$636K – – –
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