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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1501
Southland Equity Partners
Missouri
$397K -$840 -9 -0.2%
EWM
1502
Elmwood Wealth Management
California
$396K +$16.8K +180 +5%
ADL
1503
Asset Dedication LLC
California
$396K -$1.31K -14 -0.3%
GSWA
1504
Good Steward Wealth Advisors
Tennessee
$396K -$116K -1,239 -23%
LWM
1505
Level Wealth Management
North Carolina
$396K +$187 +2 +0%
SP
1506
Symmetry Partners
Connecticut
$395K +$42.5K +455 +12%
BOPW
1507
Brandywine Oak Private Wealth
Pennsylvania
$394K – – –
FC
1508
Fjell Capital
North Dakota
$394K +$388K +4,158 New
PPWP
1509
Premier Path Wealth Partners
New Jersey
$393K +$43.1K +462 +13%
SBF
1510
Sara-Bay Financial
Florida
$392K +$10.1K +108 +3%
BOSSRA
1511
B.O.S.S. Retirement Advisors
Utah
$392K -$2.24K -24 -0.6%
UWP
1512
Uniting Wealth Partners
Kansas
$391K +$51K +546 +15%
WP
1513
Wealthspan Partners
Iowa
$390K +$187 +2 +0%
CST
1514
Charles Schwab Trust
Nevada
$390K -$666K -7,130 -63%
MA
1515
MJP Associates
Connecticut
$389K +$95K +1,018 +33%
TVAMP
1516
Tennessee Valley Asset Management Partners
Tennessee
$388K +$382K +4,093 New
CW
1517
Code Waechter
Florida
$387K -$72.7K -779 -17%
ASBI
1518
American State Bank (Iowa)
Iowa
$387K – – –
BFC
1519
Bedel Financial Consulting
Indiana
$387K – – –
WCFA
1520
Walkner Condon Financial Advisors
Wisconsin
$386K +$653 +7 +0.2%
HDIM
1521
Hanson & Doremus Investment Management
Vermont
$386K +$840 +9 +0.2%
AFA
1522
American Financial Advisors
Georgia
$385K +$1.96K +21 +0.5%
OIS
1523
OneAscent Investment Solutions
Alabama
$384K -$5.6K -60 -1%
UCB
1524
United Community Bank
South Carolina
$383K +$840 +9 +0.2%
NHT
1525
New Hampshire Trust
New Hampshire
$381K +$7.75K +83 +2%
59 60
61
62 63