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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
1351
71 West Capital Partners
Massachusetts
$550K +$133K +1,440 +34%
DSC
1352
Duncker Streett & Co
Missouri
$550K +$35.6K +385 +7%
MPWS
1353
McCarter Private Wealth Services
Massachusetts
$550K +$126K +1,365 +32%
SSC
1354
Syverson Strege & Co
Iowa
$548K -$33.4K -361 -6%
KIA
1355
Knollwood Investment Advisory
Maryland
$547K – – –
IWA
1356
IVC Wealth Advisors
Pennsylvania
$546K -$7.49K -81 -1%
BBA
1357
BLB&B Advisors
Pennsylvania
$546K +$98.1K +1,060 +23%
BHWM
1358
Bar Harbor Wealth Management
New Hampshire
$545K +$17.4K +188 +3%
IEFM
1359
IQ EQ Fund Management
Ireland
$543K – – –
MAWA
1360
Moss Adams Wealth Advisors
Washington
$541K +$31.6K +342 +6%
NEI
1361
Northwest & Ethical Investments
Ontario, Canada
$541K +$516K +5,579 New
KFA
1362
Kapstone Financial Advisors
Ohio
$541K -$5.74K -62 -1%
SC
1363
Scotia Capital
Ontario, Canada
$540K -$12.7K -137 -2%
EWS
1364
Evergreen Wealth Solutions
Pennsylvania
$540K +$518K +5,595 New
TWM
1365
Thrive Wealth Management
Pennsylvania
$539K -$80.8K -873 -14%
LJAC
1366
L.J. Altfest & Co
New York
$539K +$26.8K +290 +5%
SFWA
1367
Summit Financial Wealth Advisors
Louisiana
$537K -$185 -2 -0%
WWM
1368
Walser Wealth Management
Florida
$534K +$50K +541 +11%
M
1369
MOTCO
Texas
$533K -$3.33K -36 -0.6%
LW
1370
Linscomb Wealth
Texas
$532K -$74.5K -805 -13%
HPBT
1371
Hickory Point Bank & Trust
Illinois
$532K -$9.25K -100 -2%
SWA
1372
Stratos Wealth Advisors
Ohio
$531K -$463 -5 -0.1%
HHCP
1373
Hilton Head Capital Partners
South Carolina
$531K +$370 +4 +0.1%
ACM
1374
Alessandra Capital Management
California
$529K -$253K -2,740 -33%
IF
1375
Intrua Financial
Texas
$529K +$4.25K +46 +0.8%
53 54
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56 57