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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1401
Tranquility Partners
Tennessee
$437K +$2.25K +25 +0.5%
UF
1402
Univest Financial
Pennsylvania
$436K – – –
RWS
1403
Resolute Wealth Strategies
Mississippi
$436K +$449 +5 +0.1%
OFO
1404
OneAscent Family Office
Alabama
$434K -$394K -4,391 -48%
BIM
1405
Bridges Investment Management
Nebraska
$434K +$3.32K +37 +0.8%
C
1406
Certuity
Florida
$433K -$20.7K -231 -5%
BRM
1407
Boston Research & Management
Massachusetts
$432K – – –
GGI
1408
Godsey & Gibb Inc
Virginia
$432K -$13.9K -155 -3%
AWE
1409
Avidian Wealth Enterprises
Texas
$431K +$9.52K +106 +2%
LIG
1410
Lokken Investment Group
Delaware
$431K -$23.7K -264 -5%
PPC
1411
Park Place Capital
Alabama
$431K +$62.2K +692 +17%
CAS
1412
Coppell Advisory Solutions
Texas
$431K +$33.1K +368 +8%
SPWG
1413
Syntegra Private Wealth Group
Missouri
$430K +$9.43K +105 +2%
CW
1414
Code Waechter
Florida
$428K +$134K +1,492 +47%
SAG
1415
SageView Advisory Group
California
$427K +$30.8K +343 +8%
TSS
1416
Thomas Story & Son
Indiana
$427K – – –
CWMK
1417
Caliber Wealth Management (Kansas)
Kansas
$426K +$417K +4,638 New
AAS
1418
AdviceOne Advisory Services
Connecticut
$425K – – –
VCM
1419
Violich Capital Management
California
$425K – – –
FCM
1420
Firestone Capital Management
Florida
$424K +$629 +7 +0.2%
DSC
1421
Duncker Streett & Co
Missouri
$424K – – –
P
1422
Pitcairn
Pennsylvania
$424K -$905K -10,081 -69%
QC
1423
Quent Capital
New York
$423K +$62.8K +699 +18%
RCM
1424
RB Capital Management
Nevada
$422K -$11.6K -129 -3%
MIM
1425
Moseley Investment Management
Florida
$422K -$76K -846 -16%
55 56
57
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