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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SXL
1276
Summit X LLC
Missouri
$300K +$281K +4,200 New
LDFR
1277
Lehman & Derafelo Financial Resources
Pennsylvania
$299K -$3.08K -46 -1%
RCM
1278
Radnor Capital Management
Pennsylvania
$299K – – –
AWM
1279
Altus Wealth Management
Kentucky
$298K +$134 +2 +0%
GL
1280
Graypoint LLC
New York
$298K -$9.63K -144 -3%
WJA
1281
Willis Johnson & Associates
Texas
$297K – – –
BOPW
1282
Brandywine Oak Private Wealth
Pennsylvania
$297K – – –
NF
1283
Norwood Financial
Pennsylvania
$297K – – –
TIM
1284
Thompson Investment Management
Wisconsin
$296K – – –
BP
1285
Ballentine Partners
Massachusetts
$296K +$45.1K +675 +19%
JFG
1286
Jefferies Financial Group
New York
$295K +$277K +4,136 New
SW
1287
SteelPeak Wealth
California
$295K – – –
SWM
1288
Spire Wealth Management
Virginia
$293K +$31.8K +475 +13%
BFA
1289
Bill Few Associates
Pennsylvania
$293K – – –
EHWM
1290
Eads & Heald Wealth Management
Georgia
$292K – – –
LCM
1291
LCM Capital Management
Illinois
$292K -$3.28K -49 -1%
PFT
1292
Providence First Trust
Arizona
$292K – – –
AFA
1293
AllGen Financial Advisors
Florida
$292K – – –
CST
1294
Charles Schwab Trust
Nevada
$291K +$273K +4,077 New
WT
1295
Washington Trust
Rhode Island
$291K – – –
OAM
1296
Oppenheimer Asset Management
New York
$291K +$9.63K +144 +4%
HWA
1297
Heritage Wealth Advisors
Virginia
$289K – – –
MWM
1298
Mission Wealth Management
California
$289K +$46.7K +699 +21%
PIM
1299
Penobscot Investment Management
Massachusetts
$289K – – –
FA
1300
Fagan Associates
New York
$286K – – –
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