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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1501
Family Asset Management
South Carolina
$239K -$17.2K -250 -7%
ACA
1502
Anchor Capital Advisors
Massachusetts
$238K – – –
EWS
1503
Eagle Wealth Strategies
New Jersey
$238K +$233K +3,394 New
MWM
1504
Merriman Wealth Management
Washington
$238K -$3.16K -46 -1%
SWP
1505
Summit Wealth Partners
Florida
$236K – – –
BAM
1506
Boyar Asset Management
New York
$236K – – –
DDC
1507
DF Dent & Co
Maryland
$236K -$549 -8 -0.2%
ACP
1508
Aveo Capital Partners
Colorado
$233K +$228K +3,318 New
PFA
1509
Pure Financial Advisors
California
$232K +$227K +3,311 New
SWP
1510
Significant Wealth Partners
Illinois
$232K +$227K +3,309 New
GL
1511
Gerber LLC
Ohio
$232K +$227K +3,306 New
SAW
1512
Signal Advisors Wealth
Michigan
$232K +$227K +3,304 New
SAM
1513
Satovsky Asset Management
New York
$231K +$2.2K +32 +1%
EWA
1514
Elevate Wealth Advisory
Georgia
$231K +$226K +3,294 New
FWIA
1515
Fort Washington Investment Advisors
Ohio
$231K – – –
AF
1516
Apexium Financial
Texas
$229K – – –
BHCM
1517
Brevan Howard Capital Management
Jersey
$228K +$223K +3,252 New
WP
1518
WealthPLAN Partners
Nebraska
$228K – – –
NRC
1519
New Republic Capital
North Carolina
$227K -$10.4K -152 -4%
IA
1520
Insight Advisors
Pennsylvania
$227K -$824 -12 -0.4%
WAM
1521
WealthTrust Asset Management
Florida
$226K +$412 +6 +0.2%
RB
1522
Renasant Bank
Mississippi
$226K -$122K -1,779 -36%
APW
1523
Austin Private Wealth
Texas
$225K -$29.2K -425 -12%
KWM
1524
Keebeck Wealth Management
Illinois
$225K -$70.1K -1,021 -24%
FFB
1525
First Financial Bankshares
Texas
$224K +$220K +3,201 New
59 60
61
62 63