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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BDL
1451
Bey-Douglas LLC
Georgia
$365K +$11.6K +132 +3%
CBT
1452
Crews Bank & Trust
Florida
$364K +$388K +4,425 New
SI
1453
Severin Investments
Missouri
$364K +$388K +4,422 New
TWA
1454
TCI Wealth Advisors
Arizona
$360K -$439 -5 -0.1%
OFO
1455
OneAscent Family Office
Alabama
$360K +$383K +4,370 New
SFB
1456
STAR Financial Bank
Indiana
$359K -$61.4K -700 -14%
FWCM
1457
Ferguson Wellman Capital Management
Oregon
$359K +$3.16K +36 +0.8%
HFAS
1458
Hummer Financial Advisory Services
Illinois
$358K -$17.5K -200 -4%
UF
1459
Univest Financial
Pennsylvania
$357K -$13.2K -150 -3%
TCOT
1460
Trust Company of Toledo
Ohio
$357K -$26.4K -301 -6%
WP
1461
Wealthspan Partners
Iowa
$357K -$4.56K -52 -1%
BLC
1462
Brown, Lisle/Cummings
Rhode Island
$355K +$57.6K +656 +18%
MWM
1463
Mindset Wealth Management
Indiana
$355K +$21.4K +244 +6%
LFA
1464
Longview Financial Advisors
Alabama
$355K -$33.7K -384 -8%
TCOTS
1465
Trust Company of the South
North Carolina
$355K – – –
CCB
1466
Cutter & Co Brokerage
Missouri
$355K -$526 -6 -0.1%
RZH
1467
Relyea Zuckerberg Hanson
Connecticut
$355K +$22.6K +258 +6%
FCM
1468
Firestone Capital Management
Florida
$352K -$285K -3,244 -43%
AFM
1469
Armstrong Fleming & Moore
District of Columbia
$352K +$34.3K +391 +10%
SSC
1470
Syverson Strege & Co
Iowa
$351K +$10.3K +117 +3%
SFA
1471
Semmax Financial Advisors
North Carolina
$350K +$2.63K +30 +0.7%
SEP
1472
Southland Equity Partners
Missouri
$349K -$24K -273 -6%
CCG
1473
Catalina Capital Group
California
$349K +$41.7K +475 +13%
KFS
1474
Keynote Financial Services
Connecticut
$349K -$37.3K -425 -9%
4A
1475
4Wealth Advisors
Illinois
$348K +$371K +4,232 New
57 58
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60 61