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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1226
Finward Bancorp
Indiana
$634K -$15.9K -170 -2%
BIG
1227
Builder Investment Group
Georgia
$631K – – –
BMWM
1228
Brown Miller Wealth Management
Virginia
$631K -$19K -204 -3%
SFG
1229
SevenBridge Financial Group
Pennsylvania
$630K -$180K -1,932 -22%
ACI
1230
Alpha Cubed Investments
California
$629K -$47.1K -505 -7%
CAM
1231
Cidel Asset Management
Ontario, Canada
$629K – – –
LFM
1232
LGT Fund Management
Liechtenstein
$628K -$53.2K -570 -8%
CGPCS
1233
Capital Group Private Client Services
California
$627K -$2.6M -27,819 -81%
BFW
1234
Brady Family Wealth
Missouri
$624K – – –
BTD
1235
BankPlus Trust Department
Mississippi
$624K +$53.4K +572 +10%
CL
1236
CVFG LLC
Indiana
$621K – – –
WF
1237
Welch & Forbes
Massachusetts
$620K +$45.2K +484 +8%
RGF
1238
Retirement Guys Formula
Ohio
$620K +$610K +6,539 New
BWG
1239
Beta Wealth Group
California
$618K -$560 -6 -0.1%
CWM
1240
Cranbrook Wealth Management
Michigan
$617K +$44.2K +473 +8%
CTA
1241
Colonial Trust Advisors
South Carolina
$614K +$94.8K +1,015 +19%
CAM
1242
Congress Asset Management
Massachusetts
$614K -$4.76K -51 -0.8%
TWM
1243
Thrive Wealth Management
Pennsylvania
$614K +$2.15K +23 +0.4%
TTWM
1244
TCV Trust & Wealth Management
Virginia
$613K +$18.7K +200 +3%
FCAS
1245
First Command Advisory Services
Texas
$613K -$82.4K -883 -12%
RWA
1246
River Wealth Advisors
Pennsylvania
$612K +$187 +2 +0%
MHIC
1247
Marble Harbor Investment Counsel
Massachusetts
$606K – – –
FNBT
1248
FineMark National Bank & Trust
Florida
$605K +$191K +2,043 +47%
CWM
1249
Cordatus Wealth Management
Pennsylvania
$605K +$1.21K +13 +0.2%
JTWM
1250
Jackson Thornton Wealth Management
Alabama
$604K -$719K -7,705 -55%
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