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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
1426
RF&L Wealth Management
Massachusetts
$423K +$443K +4,852 New
SWM
1427
Shrier Wealth Management
California
$423K +$443K +4,850 New
LT
1428
Legacy Trust
Michigan
$422K +$29.2K +320 +7%
NRI
1429
NFP Retirement Inc
California
$422K -$2.92K -32 -0.7%
IFG
1430
Independent Financial Group
California
$421K -$15.3K -168 -3%
CF
1431
Claris Financial
Virginia
$421K +$913 +10 +0.2%
SIC
1432
Sigma Investment Counselors
Michigan
$420K +$913 +10 +0.2%
FFM
1433
Forum Financial Management
Illinois
$420K +$23.7K +260 +6%
RCM
1434
RB Capital Management
Nevada
$420K -$4.75K -52 -1%
V
1435
VeraBank
Texas
$419K +$50K +548 +13%
SAM
1436
Seelaus Asset Management
New Jersey
$419K +$1.37K +15 +0.3%
LCM
1437
LVM Capital Management
Michigan
$419K – – –
CICI
1438
Capital Investment Counsel Inc
North Carolina
$419K -$21.3K -233 -5%
CIM
1439
CIM Investment Management
Pennsylvania
$419K – – –
NFG
1440
Nadler Financial Group
Illinois
$416K – – –
CGH
1441
CMG Global Holdings
Texas
$416K – – –
SP
1442
SmartHarvest Portfolios
Washington
$416K +$436K +4,771 New
RWS
1443
Resolute Wealth Strategies
Mississippi
$415K +$456 +5 +0.1%
WW
1444
Wright Wealth
Georgia
$412K +$431K +4,721 New
BRM
1445
Boston Research & Management
Massachusetts
$411K – – –
OFO
1446
OneAscent Family Office
Alabama
$411K +$2.56K +28 +0.6%
WP
1447
Waycross Partners
Kentucky
$411K -$14.4M -157,309 -97%
MWM
1448
Manske Wealth Management
Texas
$410K – – –
FC
1449
Farringdon Capital
United Kingdom
$408K -$1.86M -20,370 -81%
PA
1450
Probity Advisors
Texas
$408K -$20.3K -222 -5%
56 57
58
59 60