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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
1426
Thomas Story & Son
Indiana
$383K – – –
AAS
1427
AdviceOne Advisory Services
Connecticut
$381K +$406K +4,633 New
VCM
1428
Violich Capital Management
California
$381K -$4.39K -50 -1%
MF
1429
Meridian Financial
Massachusetts
$381K – – –
AFA
1430
American Financial Advisors
Georgia
$381K +$3.69K +42 +0.9%
DSC
1431
Duncker Streett & Co
Missouri
$380K – – –
SIG
1432
Sargent Investment Group
Maryland
$378K +$189K +2,150 +87%
CAWM
1433
Capital Advisors Wealth Management
Washington
$377K +$181K +2,062 +82%
FWM
1434
Fonville Wealth Management
Virginia
$377K – – –
CF
1435
Claris Financial
Virginia
$375K +$400K +4,560 New
LIM
1436
Longfellow Investment Management
Massachusetts
$374K -$25.8K -294 -6%
SPWG
1437
Syntegra Private Wealth Group
Missouri
$374K +$87.7K +1,000 +28%
PCH
1438
PGIM Custom Harvest
New Jersey
$374K -$1.75K -20 -0.4%
EF
1439
Elite Financial
Idaho
$373K +$398K +4,538 New
SA
1440
Strategic Advisors
New York
$372K +$75K +855 +23%
SAM
1441
Seelaus Asset Management
New Jersey
$372K – – –
OWM
1442
Orca Wealth Management
Florida
$369K +$393K +4,478 New
CAM
1443
Campion Asset Management
Virginia
$368K -$23.3K -266 -6%
OAM
1444
Oppenheimer Asset Management
New York
$367K +$614 +7 +0.2%
IHL
1445
Investment House LLC
California
$367K – – –
DWM
1446
Drive Wealth Management
Utah
$367K +$39K +444 +11%
JLBC
1447
J.L. Bainbridge & Co
Florida
$366K +$351 +4 +0.1%
KFP
1448
KMG Fiduciary Partners
Ohio
$365K -$1.32K -15 -0.3%
PIM
1449
Penobscot Investment Management
Massachusetts
$365K +$33.8K +385 +10%
SFG
1450
SNS Financial Group
Minnesota
$365K -$2.28K -26 -0.6%
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