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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1226
Prio Wealth Limited Partnership
Massachusetts
$303K – – –
IHL
1227
Investment House LLC
California
$302K +$191 +3 +0.1%
CC
1228
Courier Capital
New York
$301K -$12.6K -198 -4%
AWM
1229
Altus Wealth Management
Kentucky
$301K +$1.02K +16 +0.4%
MGAM
1230
McGowan Group Asset Management
Texas
$299K +$64 +1 +0%
MWM
1231
Minot Wealth Management
Massachusetts
$299K +$893 +14 +0.3%
WT
1232
Washington Trust
Rhode Island
$298K -$37.2K -584 -12%
AA
1233
Altman Advisors
Illinois
$298K – – –
HIC
1234
Harvey Investment Company
Kentucky
$298K – – –
AW
1235
Apricus Wealth
South Carolina
$298K +$277K +4,345 New
KC
1236
Kenfarb & Co
Kentucky
$298K +$277K +4,345 New
RPG
1237
Resource Planning Group
Georgia
$297K -$701 -11 -0.3%
YIA
1238
YHB Investment Advisors
Connecticut
$296K +$18.9K +296 +7%
AAM
1239
Ascension Asset Management
New York
$295K -$25.5K -400 -9%
SCA
1240
Spearhead Capital Advisors
Florida
$295K -$3.76K -59 -1%
TSS
1241
Thomas Story & Son
Indiana
$295K – – –
SCP
1242
Shorepoint Capital Partners
Massachusetts
$293K – – –
WTB
1243
Washington Trust Bank
Washington
$292K – – –
TIM
1244
Thompson Investment Management
Wisconsin
$290K +$893 +14 +0.3%
SAF
1245
Smith Anglin Financial
Texas
$290K +$270K +4,233 New
MIC
1246
Meridian Investment Counsel
California
$288K – – –
EHWM
1247
Eads & Heald Wealth Management
Georgia
$288K +$2.23K +35 +0.8%
MFC
1248
Morris Financial Concepts
South Carolina
$288K +$267K +4,195 New
NF
1249
Norwood Financial
Pennsylvania
$286K +$265K +4,158 New
BOPW
1250
Brandywine Oak Private Wealth
Pennsylvania
$285K – – –
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