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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1476
GEM Asset Management
Michigan
$393K +$5.39K +60 +1%
UAG
1477
United Advisor Group
Ohio
$393K +$90 +1 +0%
SC
1478
Scotia Capital
Ontario, Canada
$392K -$449 -5 -0.1%
HCM
1479
Hodges Capital Management
Texas
$390K +$8.98K +100 +2%
KFS
1480
Keynote Financial Services
Connecticut
$389K – – –
IBOK
1481
Independence Bank of Kentucky
Kentucky
$388K – – –
MF
1482
Meridian Financial
Massachusetts
$388K – – –
SFA
1483
Semmax Financial Advisors
North Carolina
$388K +$2.69K +30 +0.7%
CAG
1484
Crestwood Advisors Group
Massachusetts
$387K +$67.8K +755 +22%
RCM
1485
Radnor Capital Management
Pennsylvania
$386K – – –
SEP
1486
Southland Equity Partners
Missouri
$385K +$269 +3 +0.1%
ADL
1487
Asset Dedication LLC
California
$385K – – –
TCOT
1488
Trust Company of Toledo
Ohio
$384K +$4.4K +49 +1%
RZH
1489
Relyea Zuckerberg Hanson
Connecticut
$383K -$34.4K -383 -8%
GC
1490
Garde Capital
Washington
$383K – – –
LWM
1491
Level Wealth Management
North Carolina
$383K – – –
BOPW
1492
Brandywine Oak Private Wealth
Pennsylvania
$382K -$1.53K -17 -0.4%
BOSSRA
1493
B.O.S.S. Retirement Advisors
Utah
$382K +$373K +4,156 New
LWMT
1494
Legacy Wealth Management (Tennessee)
Tennessee
$380K – – –
TIM
1495
Thompson Investment Management
Wisconsin
$379K – – –
WP
1496
Wealthspan Partners
Iowa
$378K -$19.9K -222 -5%
KA
1497
Klingman & Associates
New York
$378K +$17K +189 +5%
VCM
1498
Virtue Capital Management
Tennessee
$377K -$80.9K -901 -18%
OIS
1499
OneAscent Investment Solutions
Alabama
$377K -$130K -1,443 -26%
ASBI
1500
American State Bank (Iowa)
Iowa
$375K – – –
58 59
60
61 62