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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1476
J.L. Bainbridge & Co
Florida
$395K +$365 +4 +0.1%
RA
1477
Rise Advisors
New York
$393K -$32.8K -359 -7%
TAM
1478
Titleist Asset Management
Texas
$393K +$208K +2,283 +103%
MW
1479
Members Wealth
Pennsylvania
$392K +$2.19K +24 +0.5%
HA
1480
Huntleigh Advisors
Missouri
$392K +$47.3K +518 +13%
CAS
1481
Coppell Advisory Solutions
Texas
$391K -$35.7K -391 -8%
FA
1482
Fortis Advisors
Pennsylvania
$390K – – –
AL
1483
Aspiriant LLC
California
$390K +$408K +4,468 New
IHL
1484
Investment House LLC
California
$389K – – –
IA
1485
Inspire Advisors
Idaho
$389K -$47.8K -524 -11%
HWMO
1486
Heritage Wealth Management (Ohio)
Ohio
$389K – – –
FWM
1487
Fonville Wealth Management
Virginia
$388K – – –
FCM
1488
Firestone Capital Management
Florida
$388K -$10.3K -113 -2%
SA
1489
Sovran Advisors
California
$388K +$14.2K +156 +4%
WIC
1490
Willis Investment Counsel
Georgia
$388K – – –
KFP
1491
KMG Fiduciary Partners
Ohio
$388K +$1.46K +16 +0.4%
CAG
1492
Crestwood Advisors Group
Massachusetts
$387K -$22.9K -251 -5%
FBFS
1493
First Business Financial Services
Wisconsin
$387K -$255K -2,791 -39%
ST
1494
Spinnaker Trust
Maine
$386K +$45.6K +500 +13%
CBT
1495
Crews Bank & Trust
Florida
$386K – – –
TWA
1496
TCI Wealth Advisors
Arizona
$385K -$548 -6 -0.1%
QC
1497
Quent Capital
New York
$384K -$1.55K -17 -0.4%
QLSGSCF
1498
Quent Long Short Global Small Cap Fund
New York
$384K +$402K +4,404 New
PPWP
1499
Premier Path Wealth Partners
New Jersey
$384K +$23.2K +254 +6%
SWA
1500
Sax Wealth Advisors
New Jersey
$384K +$402K +4,402 New
58 59
60
61 62