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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1301
Matthew Hamilton Rosenberg
$145K +$33.7K +560 +31%
RIM
1302
Rockbridge Investment Management
New York
$144K +$108K +1,800 +327%
BWM
1303
BerganKDV Wealth Management
Minnesota
$142K +$120 +2 +0.1%
AW
1304
Avion Wealth
Texas
$139K +$6.01K +100 +5%
SN
1305
Sittner & Nelson
Oregon
$138K +$135K +2,246 New
TF
1306
Tompkins Financial
New York
$137K -$47.5K -790 -26%
PP
1307
PrairieView Partners
Minnesota
$137K – – –
CWA
1308
Clearview Wealth Advisors
Oregon
$137K +$134K +2,224 New
IFA
1309
Interactive Financial Advisors
Illinois
$136K – – –
WT
1310
Whittier Trust
California
$135K -$3.91K -65 -3%
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$130K +$4.09K +68 +3%
CCA
1312
Childress Capital Advisors
Texas
$130K +$127K +2,112 New
CIR
1313
Clear Investment Research
Georgia
$128K -$9.62K -160 -7%
TFO
1314
Tarbox Family Office
California
$126K – – –
NIM
1315
NuWave Investment Management
New Jersey
$124K -$37.4K -622 -24%
PG
1316
Proffitt & Goodson
Tennessee
$118K – – –
SIM
1317
Sonora Investment Management
Arizona
$115K -$3.07K -51 -3%
LSA
1318
Leonteq Securities AG
Switzerland
$114K +$112K +1,858 New
MCM
1319
Manchester Capital Management
Vermont
$111K -$18K -300 -14%
HGWM
1320
Harvest Group Wealth Management
Massachusetts
$108K +$1.14K +19 +1%
SCM
1321
Silvant Capital Management
Georgia
$106K – – –
TFM
1322
TFC Financial Management
Massachusetts
$106K – – –
WPA
1323
West Paces Advisors
Georgia
$105K – – –
CCA
1324
Column Capital Advisors
Indiana
$105K -$18K -299 -15%
TFA
1325
Toth Financial Advisory
Virginia
$105K +$37.8K +629 +58%
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