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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1326
Financial Partners Group (Kansas)
Kansas
$318K +$306K +4,431 New
JLBC
1327
J.L. Bainbridge & Co
Florida
$317K +$276 +4 +0.1%
TIM
1328
Thompson Investment Management
Wisconsin
$317K +$4.56K +66 +2%
FWCM
1329
Ferguson Wellman Capital Management
Oregon
$317K -$41.9K -607 -12%
9WM
1330
9258 Wealth Management
Ohio
$316K -$10K -145 -3%
EFSCE
1331
Enterprise Financial Services Corp (EFSC)
Missouri
$316K -$30.7K -445 -9%
SFG
1332
SNS Financial Group
Minnesota
$315K -$1.03K -15 -0.3%
TCOTS
1333
Trust Company of the South
North Carolina
$315K -$6.08K -88 -2%
CT
1334
Coastline Trust
Rhode Island
$315K -$231K -3,350 -43%
WP
1335
Wealthspan Partners
Iowa
$314K +$13K +188 +4%
AP
1336
Appleton Partners
Massachusetts
$312K -$89.7K -1,300 -23%
TFA
1337
Trinity Financial Advisors
Ohio
$312K -$12.7K -184 -4%
GJWM
1338
Gilliland Jeter Wealth Management
Arkansas
$312K +$300K +4,346 New
SFA
1339
Semmax Financial Advisors
North Carolina
$311K +$2.42K +35 +0.9%
BIM
1340
Bridges Investment Management
Nebraska
$310K – – –
PB
1341
Pinnacle Bancorp
Nebraska
$310K – – –
SAM
1342
Secure Asset Management
Michigan
$310K -$2K -29 -0.7%
PAM
1343
Peak Asset Management
Colorado
$309K +$6.9K +100 +2%
AAM
1344
Ascension Asset Management
New York
$309K +$297K +4,302 New
LFA
1345
Longview Financial Advisors
Alabama
$309K +$276 +4 +0.1%
SSA
1346
Sierra Summit Advisors
Nevada
$308K +$2.42K +35 +0.8%
CFG
1347
Cooper Financial Group
California
$308K -$345 -5 -0.1%
GFG
1348
Goldstone Financial Group
Illinois
$308K +$14.8K +214 +5%
BDL
1349
Bey-Douglas LLC
Georgia
$307K +$276 +4 +0.1%
IC
1350
Inscription Capital
Texas
$307K -$20.7K -300 -7%
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