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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1276
Colonial Trust Advisors
South Carolina
$618K +$4.24K +45 +0.7%
WWM
1277
Walser Wealth Management
Florida
$618K +$86.4K +918 +17%
PMG
1278
ProVise Management Group
Florida
$617K +$659 +7 +0.1%
LAM
1279
L2 Asset Management
Massachusetts
$614K +$47.3K +502 +8%
CWM
1280
Cordatus Wealth Management
Pennsylvania
$614K +$5.37K +57 +0.9%
TTWM
1281
TCV Trust & Wealth Management
Virginia
$614K -$13.6K -144 -2%
LFA
1282
Legacy Financial Advisors
Kentucky
$611K +$61.8K +656 +11%
BTD
1283
BankPlus Trust Department
Mississippi
$611K -$32.9K -349 -5%
RWA
1284
River Wealth Advisors
Pennsylvania
$610K – – –
FFA
1285
First Foundation Advisors
California
$609K +$246K +2,611 +70%
BMWM
1286
Brown Miller Wealth Management
Virginia
$609K – – –
SC
1287
Searle & Co
Connecticut
$609K – – –
CC
1288
Chicago Capital
Illinois
$608K -$1.7K -18 -0.3%
IAS
1289
Insigneo Advisory Services
Florida
$608K +$212K +2,252 +55%
MWM
1290
Mindset Wealth Management
Indiana
$607K +$1.51K +16 +0.3%
BIG
1291
Builder Investment Group
Georgia
$607K – – –
MHIC
1292
Marble Harbor Investment Counsel
Massachusetts
$606K -$4.71K -50 -0.8%
CFG
1293
Cooper Financial Group
California
$605K -$22.3K -237 -4%
SAW
1294
Signal Advisors Wealth
Michigan
$605K +$269K +2,859 +83%
BAM
1295
Broyhill Asset Management
North Carolina
$605K – – –
WLIM
1296
White Lighthouse Investment Management
Massachusetts
$604K -$310K -3,296 -34%
CFP
1297
Catalyst Financial Partners
Massachusetts
$603K -$52.5K -558 -8%
CAAS
1298
Capital Asset Advisory Services
Michigan
$603K +$219K +2,325 +59%
BFG
1299
Berger Financial Group
Minnesota
$600K -$30.6K -325 -5%
MCM
1300
Marathon Capital Management
Maryland
$600K +$20.2K +215 +4%
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