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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1501
Relyea Zuckerberg Hanson
Connecticut
$383K +$16.6K +182 +4%
HCM
1502
Hall Capital Management
Rhode Island
$382K -$730 -8 -0.2%
AA
1503
Auxano Advisors
Washington
$381K -$26.1K -286 -6%
KCFA
1504
Key Client Fiduciary Advisors
New Jersey
$381K +$456 +5 +0.1%
FAM
1505
Flaharty Asset Management
Florida
$379K – – –
CCG
1506
Cypress Capital Group
Florida
$379K – – –
CAAS
1507
Capital Asset Advisory Services
Michigan
$378K +$4.75K +52 +1%
MPWS
1508
McCarter Private Wealth Services
Massachusetts
$378K +$395K +4,330 New
GM
1509
GeoWealth Management
Illinois
$378K -$32.8K -359 -8%
LFA
1510
Longview Financial Advisors
Alabama
$377K +$456 +5 +0.1%
FS
1511
Ferguson Shapiro
Georgia
$376K +$365 +4 +0.1%
HIM
1512
Hanlon Investment Management
New Jersey
$376K +$80.7K +884 +26%
CD
1513
Chapin Davis
Maryland
$374K – – –
DO
1514
denkapparat Operations
Germany
$374K +$391K +4,288 New
DA
1515
Drake & Associates
Wisconsin
$373K -$61.4K -673 -14%
ADL
1516
Asset Dedication LLC
California
$373K +$8.67K +95 +2%
PIMG
1517
Patriot Investment Management Group
Tennessee
$372K +$83.3K +912 +27%
7WCP
1518
71 West Capital Partners
Massachusetts
$371K +$389K +4,260 New
IBOK
1519
Independence Bank of Kentucky
Kentucky
$371K +$2.46K +27 +0.6%
IWM
1520
Iams Wealth Management
Nebraska
$371K +$109K +1,194 +39%
SI
1521
Severin Investments
Missouri
$370K -$354K -3,881 -48%
NAS
1522
Nicolet Advisory Services
Wisconsin
$370K -$94.2K -1,032 -19%
GAM
1523
GEM Asset Management
Michigan
$369K -$1K -11 -0.3%
MF
1524
Meridian Financial
Massachusetts
$369K – – –
SEP
1525
Southland Equity Partners
Missouri
$369K +$3.93K +43 +1%
59 60
61
62 63