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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1376
SHP Wealth Management
Massachusetts
$529K -$41.2K -445 -8%
CC
1377
Clearwave Capital
California
$527K -$2.04K -22 -0.4%
MWC
1378
MBM Wealth Consultants
Missouri
$526K +$32.1K +347 +7%
MC
1379
Mathes Company
New York
$526K – – –
BAM
1380
BOS Asset Management
Illinois
$526K +$4.07K +44 +0.8%
PPWP
1381
Premier Path Wealth Partners
New Jersey
$526K +$96.3K +1,041 +24%
CAM
1382
Congress Asset Management
Massachusetts
$525K -$41.3K -446 -8%
VR
1383
Valued Retirements
Texas
$524K +$6.47K +70 +1%
CWD
1384
Clarity Wealth Development
Oregon
$524K – – –
AB
1385
Atlas Brown
Kentucky
$524K +$2.87K +31 +0.6%
QI
1386
Qtron Investments
Massachusetts
$524K – – –
WMA
1387
Wealth Management Associates
New Jersey
$523K – – –
HW
1388
HORAN Wealth
Ohio
$523K +$278K +3,003 +103%
SC
1389
Sapient Capital
Indiana
$521K +$213K +2,305 +75%
FC
1390
Fjell Capital
North Dakota
$518K +$29.6K +320 +6%
FAM
1391
Formidable Asset Management
Ohio
$517K – – –
AAG
1392
Armstrong Advisory Group
Massachusetts
$516K -$24.3K -263 -5%
WCM
1393
Wealthcare Capital Management
Virginia
$515K +$494K +5,338 New
LC
1394
LCNB Corp
Ohio
$515K -$27.8K -300 -5%
NRC
1395
New Republic Capital
North Carolina
$514K -$57K -616 -10%
CIA
1396
Cohen Investment Advisors
New Hampshire
$514K +$14.2K +154 +3%
CAM
1397
Cozad Asset Management
Illinois
$513K +$24.8K +268 +5%
BDL
1398
Bey-Douglas LLC
Georgia
$512K -$8.14K -88 -2%
CI
1399
Conning Inc
Connecticut
$510K -$72K -778 -13%
RSWM
1400
Robertson Stephens Wealth Management
California
$510K +$10.5K +114 +2%
54 55
56
57 58