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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1501
Elmwood Wealth Management
California
$396K +$16.8K +180 +5%
ADL
1502
Asset Dedication LLC
California
$396K -$1.31K -14 -0.3%
GSWA
1503
Good Steward Wealth Advisors
Tennessee
$396K -$116K -1,239 -23%
LWM
1504
Level Wealth Management
North Carolina
$396K +$187 +2 +0%
SP
1505
Symmetry Partners
Connecticut
$395K +$42.5K +455 +12%
BOPW
1506
Brandywine Oak Private Wealth
Pennsylvania
$394K – – –
FC
1507
Fjell Capital
North Dakota
$394K +$388K +4,158 New
PPWP
1508
Premier Path Wealth Partners
New Jersey
$393K +$43.1K +462 +13%
SBF
1509
Sara-Bay Financial
Florida
$392K +$10.1K +108 +3%
BOSSRA
1510
B.O.S.S. Retirement Advisors
Utah
$392K -$2.24K -24 -0.6%
UWP
1511
Uniting Wealth Partners
Kansas
$391K +$51K +546 +15%
WP
1512
Wealthspan Partners
Iowa
$390K +$187 +2 +0%
CST
1513
Charles Schwab Trust
Nevada
$390K -$666K -7,130 -63%
MA
1514
MJP Associates
Connecticut
$389K +$95K +1,018 +33%
TVAMP
1515
Tennessee Valley Asset Management Partners
Tennessee
$388K +$382K +4,093 New
CW
1516
Code Waechter
Florida
$387K -$72.7K -779 -17%
ASBI
1517
American State Bank (Iowa)
Iowa
$387K – – –
BFC
1518
Bedel Financial Consulting
Indiana
$387K – – –
WCFA
1519
Walkner Condon Financial Advisors
Wisconsin
$386K +$653 +7 +0.2%
HDIM
1520
Hanson & Doremus Investment Management
Vermont
$386K +$840 +9 +0.2%
AFA
1521
American Financial Advisors
Georgia
$385K +$1.96K +21 +0.5%
OIS
1522
OneAscent Investment Solutions
Alabama
$384K -$5.6K -60 -1%
UCB
1523
United Community Bank
South Carolina
$383K +$840 +9 +0.2%
NHT
1524
New Hampshire Trust
New Hampshire
$381K +$7.75K +83 +2%
MCM
1525
Monument Capital Management
Virginia
$381K -$3.73K -40 -1%
59 60
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62 63