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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1426
Godsey & Gibb Inc
Virginia
$446K – – –
CAG
1427
Crestwood Advisors Group
Massachusetts
$445K +$45K +482 +11%
GM
1428
GeoWealth Management
Illinois
$444K +$21.2K +227 +5%
OFO
1429
OneAscent Family Office
Alabama
$444K -$4.48K -48 -1%
MA
1430
MKT Advisors
California
$443K -$11.7K -125 -3%
TP
1431
Tranquility Partners
Tennessee
$442K -$8.31K -89 -2%
MWC
1432
MBM Wealth Consultants
Missouri
$442K +$7.93K +85 +2%
AA
1433
Auxano Advisors
Washington
$441K +$14.8K +159 +4%
SPWG
1434
Syntegra Private Wealth Group
Missouri
$441K -$2.8K -30 -0.6%
TSS
1435
Thomas Story & Son
Indiana
$441K – – –
VCM
1436
Violich Capital Management
California
$439K – – –
AGWCA
1437
Annis Gardner Whiting Capital Advisors
Florida
$438K +$187K +2,004 +77%
SIA
1438
Soltis Investment Advisors
Utah
$438K +$86.2K +923 +25%
RCA
1439
Resonant Capital Advisors
Wisconsin
$437K +$102K +1,096 +31%
RWP
1440
RWA Wealth Partners
Massachusetts
$437K +$3.73K +40 +0.9%
KA
1441
Klingman & Associates
New York
$435K +$44.3K +475 +12%
PCH
1442
PGIM Custom Harvest
New Jersey
$435K +$5.04K +54 +1%
MCWS
1443
McKinley Carter Wealth Services
West Virginia
$433K -$45.4K -486 -10%
FCM
1444
Firestone Capital Management
Florida
$433K -$5.13K -55 -1%
FFM
1445
Forum Financial Management
Illinois
$432K -$143K -1,532 -25%
HFAS
1446
Hummer Financial Advisory Services
Illinois
$431K – – –
LWL
1447
Leo Wealth LLC
Texas
$430K -$2.59M -27,763 -86%
PMFA
1448
Plante Moran Financial Advisors
Michigan
$430K +$17.6K +188 +4%
JLBC
1449
J.L. Bainbridge & Co
Florida
$429K +$373 +4 +0.1%
TC
1450
Truvestments Capital
Florida
$429K +$16.1K +172 +4%
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