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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Destination Wealth Management
California
$680K +$2.07K +22 +0.3%
SAM
1227
Summit Asset Management
Tennessee
$680K -$13.2K -140 -2%
LIM
1228
Lathrop Investment Management
Arkansas
$679K -$3.29K -35 -0.5%
C1AG
1229
Client 1st Advisory Group
Florida
$679K +$26.9K +286 +4%
TFS
1230
Thoroughbred Financial Services
Tennessee
$676K +$95.9K +1,019 +17%
BFG
1231
Beacon Financial Group
Texas
$673K -$22.9K -243 -3%
BWM
1232
BCS Wealth Management
Tennessee
$673K -$7.53K -80 -1%
DCA
1233
DB&C Advisors
Michigan
$672K +$2.17K +23 +0.3%
FEG
1234
Financial Enhancement Group
Indiana
$667K +$1.7K +18 +0.3%
RIA
1235
Richwood Investment Advisors
Ohio
$665K +$43.3K +460 +7%
AWM
1236
Abound Wealth Management
Tennessee
$662K -$25.1K -267 -4%
LWMNY
1237
Landmark Wealth Management (New York)
New York
$661K +$87.5K +929 +16%
1SB
1238
1ST Source Bank
Indiana
$659K -$46.5K -494 -7%
PPC
1239
Park Place Capital
Alabama
$658K +$49.2K +523 +8%
DTC
1240
Davidson Trust Company
Washington
$657K +$9.6K +102 +2%
GSWM
1241
Greenup Street Wealth Management
Michigan
$656K +$2.54K +27 +0.4%
SL
1242
Sentry LLC
Tennessee
$656K +$188 +2 +0%
SHA
1243
Seneca House Advisors
Virginia
$655K +$4.42K +47 +0.7%
DJYG
1244
David J. Yvars Group
Florida
$654K -$9.89K -105 -2%
MIC
1245
Means Investment Company
Maine
$654K -$75.2K -799 -10%
RK
1246
Rather & Kittrell
Tennessee
$652K -$47.5K -505 -7%
SWA
1247
Strategies Wealth Advisors
Michigan
$650K +$41.8K +444 +7%
PWPS
1248
Pinnacle Wealth Planning Services
Ohio
$648K +$471 +5 +0.1%
ST
1249
Smithfield Trust
Pennsylvania
$646K – – –
GHA
1250
Good Harbor Advisors
Massachusetts
$645K +$12.6K +134 +2%
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