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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1376
Bridges Investment Management
Nebraska
$480K +$31.6K +338 +7%
FFA
1377
First Foundation Advisors
California
$479K +$163K +1,743 +53%
CAM
1378
Cozad Asset Management
Illinois
$479K -$28K -300 -6%
CICI
1379
Capital Investment Counsel Inc
North Carolina
$477K – – –
WC
1380
Wynn Capital
Georgia
$476K -$934 -10 -0.2%
TCM
1381
Tributary Capital Management
Nebraska
$476K -$27.1K -290 -5%
HFM
1382
Hartford Financial Management
Connecticut
$474K -$56K -600 -11%
CFIA
1383
Cantor Fitzgerald Investment Advisors
New York
$474K – – –
RC
1384
Rithm Capital
New York
$474K – – –
IFG
1385
Independent Financial Group
California
$474K +$6.63K +71 +1%
GWA
1386
Gratus Wealth Advisors
Virginia
$473K +$1.4K +15 +0.3%
GPW
1387
Gentry Private Wealth
Kansas
$473K +$10.6K +114 +2%
IA
1388
Inspire Advisors
Idaho
$472K -$384K -4,117 -45%
CRC
1389
Curi RMB Capital
Illinois
$471K +$158K +1,693 +52%
BA
1390
Bridgewater Advisors
New York
$470K +$9.43K +101 +2%
TCOTS
1391
Trust Company of the South
North Carolina
$470K +$49K +525 +12%
BFIM
1392
Beese Fulmer Investment Management
Ohio
$468K – – –
PIM
1393
Penobscot Investment Management
Massachusetts
$468K +$46.7K +500 +11%
BONH
1394
Bank of New Hampshire
New Hampshire
$467K – – –
VCM
1395
Versant Capital Management
Arizona
$467K +$207K +2,219 +82%
VC
1396
Veracity Capital
Georgia
$467K -$1.4K -15 -0.3%
LDB
1397
Lee, Danner & Bass
Tennessee
$466K – – –
PA
1398
Probity Advisors
Texas
$465K -$46.5K -498 -9%
AAS
1399
AdviceOne Advisory Services
Connecticut
$464K +$24.9K +267 +6%
RSWM
1400
Robertson Stephens Wealth Management
California
$464K -$67.5K -723 -13%
54 55
56
57 58