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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1401
Live Oak Private Wealth
North Carolina
$370K -$29.9K -350 -8%
ASBI
1402
American State Bank (Iowa)
Iowa
$368K – – –
CT
1403
Coastline Trust
Rhode Island
$368K -$427 -5 -0.1%
AC
1404
ASB Consultores
Florida
$368K – – –
ZF
1405
Zhang Financial
Michigan
$368K -$74.6K -873 -18%
MWM
1406
Mindset Wealth Management
Indiana
$367K +$348K +4,069 New
VSQM
1407
V-Square Quantitative Management
Illinois
$366K +$107K +1,256 +45%
PIM
1408
Penobscot Investment Management
Massachusetts
$365K – – –
RZH
1409
Relyea Zuckerberg Hanson
Connecticut
$365K +$3.84K +45 +1%
LA
1410
Latitude Advisors
Florida
$365K +$11.9K +139 +4%
MJRIC
1411
Mogy Joel R Investment Counsel
California
$364K -$111K -1,300 -24%
GPW
1412
Gentry Private Wealth
Kansas
$363K -$15K -176 -4%
DWM
1413
Drive Wealth Management
Utah
$362K +$8.97K +105 +3%
FA
1414
Fagan Associates
New York
$362K – – –
IC
1415
Inscription Capital
Texas
$361K -$23.4K -274 -6%
EWM
1416
Elmwood Wealth Management
California
$361K – – –
AA
1417
ALPS Advisors
Colorado
$361K +$342K +4,000 New
EC
1418
EntryPoint Capital
New York
$360K +$341K +3,997 New
IFWM
1419
Institute for Wealth Management
Colorado
$359K -$20.1K -235 -6%
AWM
1420
Altus Wealth Management
Kentucky
$358K – – –
PFWA
1421
Paces Ferry Wealth Advisors
Georgia
$356K -$4.7K -55 -1%
MIS
1422
Morningstar Investment Services
Illinois
$356K +$32.1K +376 +11%
BLAM
1423
Bourne Lent Asset Management
New York
$354K – – –
O3W
1424
Omni 360 Wealth
New Jersey
$354K – – –
BAM
1425
Byrne Asset Management
New Jersey
$354K +$335K +3,925 New
55 56
57
58 59