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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1326
Longview Financial Advisors
Alabama
$424K +$33.5K +392 +9%
AA
1327
Argent Advisors
Louisiana
$423K – – –
VCM
1328
Violich Capital Management
California
$422K +$7.17K +84 +2%
MGAM
1329
McGowan Group Asset Management
Texas
$422K +$85 +1 +0%
LGW
1330
Leslie Global Wealth
Illinois
$422K +$400K +4,678 New
LFM
1331
LGT Fund Management
Liechtenstein
$421K +$393K +4,595 New
EE
1332
EWG Elevate
California
$421K +$769 +9 +0.2%
KFS
1333
Keynote Financial Services
Connecticut
$421K -$25.2K -295 -6%
CST
1334
Charles Schwab Trust
Nevada
$420K – – –
TSS
1335
Thomas Story & Son
Indiana
$419K – – –
BIM
1336
Bridges Investment Management
Nebraska
$419K +$1.79K +21 +0.5%
HP
1337
Holistic Planning
Texas
$419K +$397K +4,644 New
P
1338
Pitcairn
Pennsylvania
$418K -$60.8K -712 -13%
TCOT
1339
Trust Company of Toledo
Ohio
$418K -$32K -375 -7%
CFO
1340
Callan Family Office
Pennsylvania
$418K +$14.4K +168 +4%
MF
1341
Meridian Financial
Massachusetts
$417K – – –
AA
1342
Advisory Alpha
Michigan
$416K +$57K +667 +17%
DSC
1343
Duncker Streett & Co
Missouri
$416K – – –
TWM
1344
Triton Wealth Management
Arizona
$415K -$10.3K -121 -3%
LJAC
1345
L.J. Altfest & Co
New York
$414K +$54.6K +639 +16%
SQA
1346
Simon Quick Advisors
New Jersey
$414K +$59.4K +695 +18%
MPCA
1347
Madison Park Capital Advisors
Washington
$413K +$427 +5 +0.1%
AFA
1348
American Financial Advisors
Georgia
$413K -$98.3K -1,151 -20%
FWM
1349
Fonville Wealth Management
Virginia
$413K +$22.6K +265 +6%
PCH
1350
PGIM Custom Harvest
New Jersey
$411K +$390K +4,563 New
52 53
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55 56