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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1451
BLB&B Advisors
Pennsylvania
$469K -$71.3K -757 -13%
AAS
1452
AdviceOne Advisory Services
Connecticut
$469K – – –
HIMC
1453
Heritage Investors Management Corp
Maryland
$467K -$25.9K -275 -5%
CGH
1454
CMG Global Holdings
Texas
$466K -$2.64K -28 -0.6%
LDB
1455
Lee, Danner & Bass
Tennessee
$466K -$4.71K -50 -1%
RLWM
1456
RF&L Wealth Management
Massachusetts
$464K – – –
V
1457
VeraBank
Texas
$463K -$34.8K -370 -7%
BA
1458
Bridgewater Advisors
New York
$463K +$7.72K +82 +2%
4A
1459
4Wealth Advisors
Illinois
$462K +$4.42K +47 +1%
RCG
1460
Ridge Creek Global
Ohio
$462K -$25.9K -275 -5%
CBT
1461
Crews Bank & Trust
Florida
$461K +$43.4K +461 +11%
SAG
1462
SageView Advisory Group
California
$461K -$19.3K -205 -4%
BB
1463
Berkshire Bank
Massachusetts
$460K – – –
TAM
1464
Titleist Asset Management
Texas
$460K +$16.8K +178 +4%
RCM
1465
RB Capital Management
Nevada
$459K -$5.37K -57 -1%
SLG
1466
Stanley-Laman Group
Pennsylvania
$459K +$452K +4,797 New
TPBG
1467
Turning Point Benefit Group
Maryland
$458K +$76.3K +810 +20%
PFG
1468
Prosperity Financial Group
California
$457K -$15.8K -168 -3%
FFA
1469
Founders Financial Alliance
North Carolina
$453K -$28.2K -300 -6%
SFG
1470
SevenBridge Financial Group
Pennsylvania
$452K -$7.06K -75 -2%
SWM
1471
Shepherd Wealth Management
Ohio
$452K – – –
TCBWMS
1472
Texas Capital Bank Wealth Management Services
Texas
$451K -$659 -7 -0.1%
BRM
1473
Boston Research & Management
Massachusetts
$451K – – –
WP
1474
Waycross Partners
Kentucky
$451K – – –
SAM
1475
Seelaus Asset Management
New Jersey
$449K -$21.4K -227 -5%
57 58
59
60 61