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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1276
Forum Financial Management
Illinois
$626K +$26.9K +286 +5%
FAL
1277
Focused Alpha LLC
Colorado
$622K +$282 +3 +0%
FHA
1278
Flagship Harbor Advisors
Massachusetts
$621K -$5.55K -59 -0.9%
PP
1279
PDS Planning
Ohio
$621K +$16.3K +173 +3%
NCM
1280
Novare Capital Management
North Carolina
$621K -$37.7K -400 -6%
TW
1281
TritonPoint Wealth
Maryland
$620K +$610K +6,479 New
CTA
1282
Colonial Trust Advisors
South Carolina
$618K +$4.24K +45 +0.7%
WWM
1283
Walser Wealth Management
Florida
$618K +$86.4K +918 +17%
PMG
1284
ProVise Management Group
Florida
$617K +$659 +7 +0.1%
LAM
1285
L2 Asset Management
Massachusetts
$614K +$47.3K +502 +8%
CWM
1286
Cordatus Wealth Management
Pennsylvania
$614K +$5.37K +57 +0.9%
TTWM
1287
TCV Trust & Wealth Management
Virginia
$614K -$13.6K -144 -2%
LFA
1288
Legacy Financial Advisors
Kentucky
$611K +$61.8K +656 +11%
BTD
1289
BankPlus Trust Department
Mississippi
$611K -$32.9K -349 -5%
RWA
1290
River Wealth Advisors
Pennsylvania
$610K – – –
FFA
1291
First Foundation Advisors
California
$609K +$246K +2,611 +70%
BMWM
1292
Brown Miller Wealth Management
Virginia
$609K – – –
SC
1293
Searle & Co
Connecticut
$609K – – –
CC
1294
Chicago Capital
Illinois
$608K -$1.7K -18 -0.3%
IAS
1295
Insigneo Advisory Services
Florida
$608K +$212K +2,252 +55%
MWM
1296
Mindset Wealth Management
Indiana
$607K +$1.51K +16 +0.3%
BIG
1297
Builder Investment Group
Georgia
$607K – – –
MHIC
1298
Marble Harbor Investment Counsel
Massachusetts
$606K -$4.71K -50 -0.8%
CFG
1299
Cooper Financial Group
California
$605K -$22.3K -237 -4%
SAW
1300
Signal Advisors Wealth
Michigan
$605K +$269K +2,859 +83%
50 51
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