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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1426
Wilkins Investment Counsel
Massachusetts
$492K – – –
RCG
1427
Ridge Creek Global
Ohio
$492K – – –
FAMI
1428
Fideuram Asset Management (Ireland)
$492K -$1.35M -14,611 -73%
WQ
1429
Wealth Quarterback
New Jersey
$491K +$46.4K +502 +11%
LFM
1430
LGT Fund Management
Liechtenstein
$490K -$143K -1,547 -23%
KA
1431
Klingman & Associates
New York
$490K -$15.1K -163 -3%
GI
1432
Gradient Investments
Minnesota
$489K +$48.1K +520 +11%
HF
1433
Holcombe Financial
Georgia
$489K +$468K +5,063 New
TCOTS
1434
Trust Company of the South
North Carolina
$488K +$104K +1,128 +29%
AT
1435
Arlington Trust
Alabama
$486K +$131K +1,412 +39%
AA
1436
Argent Advisors
Louisiana
$486K -$27.3K -295 -6%
FFA
1437
Founders Financial Alliance
North Carolina
$485K +$157K +1,695 +51%
SW
1438
SteelPeak Wealth
California
$485K +$13.4K +145 +3%
SAG
1439
SageView Advisory Group
California
$484K -$1.36M -14,739 -75%
TP
1440
Tranquility Partners
Tennessee
$484K +$32.1K +347 +7%
CCWM
1441
Correct Capital Wealth Management
Missouri
$483K -$23.1K -250 -5%
CFIA
1442
Cantor Fitzgerald Investment Advisors
New York
$483K – – –
HFM
1443
Hartford Financial Management
Connecticut
$483K – – –
BIM
1444
Bridges Investment Management
Nebraska
$482K -$31.3K -338 -6%
FWM
1445
Fonville Wealth Management
Virginia
$482K +$49.8K +538 +12%
LCM
1446
LVM Capital Management
Michigan
$480K +$15.4K +167 +3%
SWM
1447
Shrier Wealth Management
California
$478K +$9.06K +98 +2%
PFG
1448
Prosperity Financial Group
California
$477K +$3.15K +34 +0.7%
PIM
1449
Penobscot Investment Management
Massachusetts
$476K – – –
AL
1450
Aspiriant LLC
California
$476K +$42.6K +460 +10%
56 57
58
59 60