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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIP
1326
Blueprint Investment Partners
North Carolina
$117K +$121K +1,885 New
WAM
1327
Wolverine Asset Management
Illinois
$111K -$46.2K -717 -29%
HWMA
1328
Heritage Wealth Management (Arizona)
Arizona
$108K -$129 -2 -0.1%
JWA
1329
JFS Wealth Advisors
Pennsylvania
$108K +$85.1K +1,322 +318%
LB
1330
Legacy Bridge
Iowa
$107K – – –
SCM
1331
Silvant Capital Management
Georgia
$107K – – –
TFM
1332
TFC Financial Management
Massachusetts
$107K – – –
JGIA
1333
Jackson Grant Investment Advisers
Connecticut
$107K +$1.03K +16 +0.9%
MIFH
1334
Migdal Insurance & Financial Holdings
Israel
$107K +$19.6K +305 +21%
COCM
1335
Charter Oak Capital Management
New Hampshire
$104K – – –
APC
1336
Aspire Private Capital
North Carolina
$103K -$16.5K -257 -13%
NL
1337
NVWM LLC
Pennsylvania
$100K -$451 -7 -0.4%
NSB
1338
Norway Savings Bank
Maine
$99K – – –
BWL
1339
Bogart Wealth LLC
Virginia
$98K – – –
PCA
1340
Providence Capital Advisors
North Carolina
$96K – – –
APW
1341
Acima Private Wealth
Virginia
$93K – – –
HIA
1342
Harbor Investment Advisory
Maryland
$93K – – –
SAM
1343
S.A. Mason
Michigan
$93K – – –
GKWIM
1344
Gerber Kawasaki Wealth & Investment Management
California
$91K +$94.6K +1,469 New
GPA
1345
Guidance Point Advisors
Massachusetts
$91K +$95K +1,475 New
CBT
1346
Central Bank & Trust
Kentucky
$89K – – –
AIL
1347
AGF Investments LLC
Ontario, Canada
$89K +$14.6K +227 +19%
AWM
1348
Accel Wealth Management
Iowa
$87K -$16.5K -256 -15%
CCA
1349
Column Capital Advisors
Indiana
$87K – – –
TC
1350
Trust Company
Kansas
$85K – – –
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