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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
Summit Asset Management
Tennessee
$472K +$1.32K +15 +0.3%
RA
1302
Rise Advisors
New York
$472K -$3.69K -42 -0.7%
DA
1303
Doliver Advisors
Texas
$472K +$7.02K +80 +1%
UCMOK
1304
United Capital Management of KS
Kansas
$470K +$10.2K +116 +2%
IWA
1305
IVC Wealth Advisors
Pennsylvania
$470K -$187K -2,136 -27%
FPL
1306
Fortress Private Ledger
North Carolina
$470K +$501K +5,706 New
UAG
1307
United Advisor Group
Ohio
$468K +$193K +2,196 +63%
MCP
1308
Mirador Capital Partners
California
$468K +$14.3K +163 +3%
WIS
1309
Wright Investors Service
Connecticut
$465K -$431K -4,914 -46%
FOFP
1310
Fee-Only Financial Planning
South Carolina
$465K – – –
SS
1311
Sunbelt Securities
Texas
$463K +$5K +57 +1%
GJIA
1312
Glass Jacobson Investment Advisors
Maryland
$463K +$4.04K +46 +0.8%
CIC
1313
Cutler Investment Counsel
Oregon
$463K +$494K +5,627 New
IEFM
1314
IQ EQ Fund Management
Ireland
$463K – – –
SFWA
1315
Summit Financial Wealth Advisors
Louisiana
$462K -$17.8K -203 -4%
TCM
1316
Tributary Capital Management
Nebraska
$461K -$21.9K -250 -4%
CFIA
1317
Cantor Fitzgerald Investment Advisors
New York
$461K -$21.1K -240 -4%
SCM
1318
Stevens Capital Management
Pennsylvania
$459K +$271K +3,094 +125%
CPWA
1319
Cerro Pacific Wealth Advisors
California
$459K +$446K +5,089 New
VIPI
1320
Vista Investment Partners II
Indiana
$459K +$489K +5,571 New
BS
1321
Brighton Securities
New York
$457K +$488K +5,557 New
ATS
1322
Ashton Thomas Securities
New York
$456K +$53.6K +611 +12%
CAAS
1323
Capital Asset Advisory Services
Michigan
$456K +$1.67K +19 +0.3%
WMA
1324
Wealth Management Associates
New Jersey
$455K -$43.9K -500 -8%
M
1325
MOTCO
Texas
$454K – – –
51 52
53
54 55