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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1351
CTC Alternative Strategies
Illinois
$341K +$333K +4,398 New
WP
1352
Wealthspan Partners
Iowa
$340K +$227 +3 +0.1%
TWA
1353
TCI Wealth Advisors
Arizona
$340K -$8.49K -112 -2%
SAM
1354
Seelaus Asset Management
New Jersey
$338K -$11.4K -150 -3%
GJWM
1355
Gilliland Jeter Wealth Management
Arkansas
$337K – – –
PB
1356
Pinnacle Bancorp
Nebraska
$335K – – –
FWM
1357
Fonville Wealth Management
Virginia
$334K -$26.7K -352 -8%
TCOTS
1358
Trust Company of the South
North Carolina
$334K -$6.14K -81 -2%
LFA
1359
Longview Financial Advisors
Alabama
$334K +$303 +4 +0.1%
AAM
1360
Ascension Asset Management
New York
$334K – – –
CA
1361
Commerzbank Aktiengesellschaft
Germany
$333K +$16.7K +221 +5%
WCFA
1362
Walkner Condon Financial Advisors
Wisconsin
$333K +$325K +4,291 New
IC
1363
Inscription Capital
Texas
$332K +$303 +4 +0.1%
DJSG
1364
D.J. St. Germain
Massachusetts
$331K -$99.3K -1,311 -23%
ACM
1365
AlphaStar Capital Management
North Carolina
$330K +$72.2K +953 +29%
RRA
1366
Round Rock Advisors
Connecticut
$329K +$9.47K +125 +3%
AIM
1367
Aigen Investment Management
New York
$328K -$1.07M -14,062 -77%
IFWM
1368
Institute for Wealth Management
Colorado
$327K +$1.9K +25 +0.6%
AP
1369
Appleton Partners
Massachusetts
$327K -$10.3K -136 -3%
PAM
1370
Peak Asset Management
Colorado
$327K -$7.58K -100 -2%
GPW
1371
Gentry Private Wealth
Kansas
$326K +$319K +4,205 New
MAWA
1372
Moss Adams Wealth Advisors
Washington
$326K +$46.5K +613 +17%
HCM
1373
Hall Capital Management
Rhode Island
$326K -$3.41K -45 -1%
GCS
1374
Gordian Capital (Singapore)
Singapore
$325K +$318K +4,190 New
MG
1375
Marex Group
$325K +$318K +4,190 New
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