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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1326
Formidable Asset Management
Ohio
$572K – – –
CA
1327
Calton & Associates
Florida
$572K +$3.39K +36 +0.6%
USB
1328
Union Savings Bank
Connecticut
$570K -$14.3K -152 -2%
LFS
1329
Legacy Financial Strategies
Kansas
$568K – – –
CBT
1330
Central Bank & Trust
Kentucky
$568K +$559K +5,934 New
BFA
1331
Bill Few Associates
Pennsylvania
$567K +$94K +998 +20%
NPFS
1332
Novak & Powell Financial Services
Florida
$567K – – –
RIP
1333
Reliant Investment Partners
North Carolina
$564K -$5.08K -54 -0.9%
MM
1334
MQS Management
New York
$563K +$554K +5,886 New
BA
1335
Ballew Advisors
Mississippi
$563K +$282 +3 +0.1%
OFS
1336
OMC Financial Services
New York
$562K +$941 +10 +0.2%
SC
1337
Schulhoff & Co
Ohio
$562K – – –
PPWP
1338
Premier Path Wealth Partners
New Jersey
$562K +$40.6K +431 +8%
FPL
1339
Fortress Private Ledger
North Carolina
$561K -$9.7K -103 -2%
OIC
1340
Orion Investment Company
Missouri
$560K +$941 +10 +0.2%
VFP
1341
Verus Financial Partners
Virginia
$560K -$9.04K -96 -2%
ZCP
1342
Z3 Capital Partners
Virginia
$559K -$11.1K -118 -2%
CSI
1343
Cross Staff Investments
New York
$558K – – –
DI
1344
Diligent Investors
California
$554K +$377 +4 +0.1%
LW
1345
Linscomb Wealth
Texas
$551K +$23.3K +247 +4%
ORC
1346
O'Rourke & Company
Massachusetts
$550K +$565 +6 +0.1%
RCM
1347
Requisite Capital Management
Texas
$550K – – –
HPBT
1348
Hickory Point Bank & Trust
Illinois
$549K +$21.2K +225 +4%
MAWA
1349
Moss Adams Wealth Advisors
Washington
$547K +$9.7K +103 +2%
BHWM
1350
Bar Harbor Wealth Management
New Hampshire
$546K +$5.74K +61 +1%
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