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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1401
Bedel Financial Consulting
Indiana
$370K -$47.6K -557 -12%
LOPW
1402
Live Oak Private Wealth
North Carolina
$370K -$29.9K -350 -8%
ASBI
1403
American State Bank (Iowa)
Iowa
$368K – – –
CT
1404
Coastline Trust
Rhode Island
$368K -$427 -5 -0.1%
AC
1405
ASB Consultores
Florida
$368K – – –
ZF
1406
Zhang Financial
Michigan
$368K -$74.6K -873 -18%
MWM
1407
Mindset Wealth Management
Indiana
$367K +$348K +4,069 New
VSQM
1408
V-Square Quantitative Management
Illinois
$366K +$107K +1,256 +45%
PIM
1409
Penobscot Investment Management
Massachusetts
$365K – – –
RZH
1410
Relyea Zuckerberg Hanson
Connecticut
$365K +$3.84K +45 +1%
LA
1411
Latitude Advisors
Florida
$365K +$11.9K +139 +4%
MJRIC
1412
Mogy Joel R Investment Counsel
California
$364K -$111K -1,300 -24%
GPW
1413
Gentry Private Wealth
Kansas
$363K -$15K -176 -4%
DWM
1414
Drive Wealth Management
Utah
$362K +$8.97K +105 +3%
FA
1415
Fagan Associates
New York
$362K – – –
IC
1416
Inscription Capital
Texas
$361K -$23.4K -274 -6%
EWM
1417
Elmwood Wealth Management
California
$361K – – –
AA
1418
ALPS Advisors
Colorado
$361K +$342K +4,000 New
EC
1419
EntryPoint Capital
New York
$360K +$341K +3,997 New
IFWM
1420
Institute for Wealth Management
Colorado
$359K -$20.1K -235 -6%
AWM
1421
Altus Wealth Management
Kentucky
$358K – – –
PFWA
1422
Paces Ferry Wealth Advisors
Georgia
$356K -$4.7K -55 -1%
MIS
1423
Morningstar Investment Services
Illinois
$356K +$32.1K +376 +11%
BLAM
1424
Bourne Lent Asset Management
New York
$354K – – –
O3W
1425
Omni 360 Wealth
New Jersey
$354K – – –
55 56
57
58 59