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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1251
FourThought Financial Partners
Florida
$571K -$49.3K -540 -8%
CL
1252
CVFG LLC
Indiana
$571K – – –
WF
1253
Welch & Forbes
Massachusetts
$569K -$2.37K -26 -0.4%
CTA
1254
Colonial Trust Advisors
South Carolina
$568K +$3.19K +35 +0.5%
EC
1255
Elequin Capital
New York
$568K +$594K +6,510 New
PPC
1256
Park Place Capital
Alabama
$567K -$72.7K -796 -11%
FAL
1257
Focused Alpha LLC
Colorado
$566K +$593K +6,491 New
TTWM
1258
TCV Trust & Wealth Management
Virginia
$564K – – –
TWM
1259
Thrive Wealth Management
Pennsylvania
$563K -$2.01K -22 -0.3%
RWA
1260
River Wealth Advisors
Pennsylvania
$562K -$1.37K -15 -0.2%
FAM
1261
Formidable Asset Management
Ohio
$561K -$9.59K -105 -2%
ST
1262
Smithfield Trust
Pennsylvania
$561K +$367K +4,025 +167%
BTD
1263
BankPlus Trust Department
Mississippi
$560K -$14.1K -154 -2%
CWM
1264
Cordatus Wealth Management
Pennsylvania
$560K +$3.47K +38 +0.6%
FPL
1265
Fortress Private Ledger
North Carolina
$559K +$24.3K +266 +4%
IPA
1266
Investment Planning Advisors
Georgia
$559K +$26.9K +295 +5%
MHIC
1267
Marble Harbor Investment Counsel
Massachusetts
$558K – – –
FNBT
1268
FineMark National Bank & Trust
Florida
$558K +$730 +8 +0.1%
BS
1269
Banco Santander
Spain
$557K -$624K -6,834 -52%
BIG
1270
Builder Investment Group
Georgia
$557K -$25.1K -275 -4%
BMWM
1271
Brown Miller Wealth Management
Virginia
$556K -$25.4K -278 -4%
CC
1272
Chicago Capital
Illinois
$556K -$47.1K -516 -7%
SWA
1273
Strategies Wealth Advisors
Michigan
$554K +$1.83K +20 +0.3%
SC
1274
Searle & Co
Connecticut
$554K +$9.13K +100 +2%
OF
1275
Outfitter Financial
Maine
$553K +$53.9K +590 +10%
49 50
51
52 53