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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1376
Kapstone Financial Advisors
Ohio
$518K -$17.5K -186 -3%
CAM
1377
Congress Asset Management
Massachusetts
$518K -$2.35K -25 -0.5%
CWD
1378
Clarity Wealth Development
Oregon
$516K -$3.2K -34 -0.6%
CCA
1379
Childress Capital Advisors
Texas
$515K -$58.3K -619 -10%
MFS
1380
Mirabella Financial Services
United Kingdom
$515K +$222K +2,357 +78%
PA
1381
PSI Advisors
Florida
$514K +$15K +159 +3%
AAG
1382
Armstrong Advisory Group
Massachusetts
$512K +$471 +5 +0.1%
XT
1383
XTX Topco
Cayman Islands
$512K +$504K +5,350 New
RWI
1384
Red Wave Investments
Pennsylvania
$512K -$52.3K -556 -9%
IA
1385
Inspire Advisors
Idaho
$512K +$51K +542 +11%
WCM
1386
Wealthcare Capital Management
Virginia
$511K -$282 -3 -0.1%
BST
1387
Bath Savings Trust
Maine
$511K +$75.5K +802 +18%
GWA
1388
Gratus Wealth Advisors
Virginia
$510K +$9.7K +103 +2%
DWM
1389
Drive Wealth Management
Utah
$510K +$13.4K +142 +3%
CAM
1390
Cozad Asset Management
Illinois
$509K – – –
FBFS
1391
First Business Financial Services
Wisconsin
$508K +$4.71K +50 +1%
FWM
1392
Fonville Wealth Management
Virginia
$507K +$28.6K +304 +6%
HAG
1393
HighPoint Advisor Group
Illinois
$505K +$67.1K +713 +16%
VCM
1394
Versant Capital Management
Arizona
$505K +$54.9K +583 +12%
RSWM
1395
Robertson Stephens Wealth Management
California
$504K -$1.04K -11 -0.2%
TGAM
1396
TBH Global Asset Management
Tennessee
$504K – – –
HIC
1397
Hartline Investment Corp
Illinois
$503K – – –
AIC
1398
Argus Investors Counsel
New York
$501K +$1.7K +18 +0.3%
EGWAG
1399
Elwood & Goetz Wealth Advisory Group
Georgia
$499K +$1.32K +14 +0.3%
GM
1400
GeoWealth Management
Illinois
$499K +$33K +350 +7%
54 55
56
57 58