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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1501
Bedel Financial Consulting
Indiana
$438K – – –
SIA
1502
Strategic Investment Advisors
Michigan
$438K +$420K +4,537 New
JLBC
1503
J.L. Bainbridge & Co
Florida
$438K +$278 +3 +0.1%
BST
1504
Bath Savings Trust
Maine
$437K -$54.2K -586 -11%
SBF
1505
Sara-Bay Financial
Florida
$437K – – –
GCM
1506
Gunderson Capital Management
South Carolina
$437K +$419K +4,527 New
SPWG
1507
Syntegra Private Wealth Group
Missouri
$437K -$9.71K -105 -2%
AWM
1508
Avior Wealth Management
Nebraska
$435K +$90.6K +979 +28%
SAM
1509
Secure Asset Management
Michigan
$435K -$475K -5,140 -53%
HCM
1510
Howard Capital Management
Georgia
$434K -$380K -4,108 -48%
WMN
1511
Wealth Management Nebraska
Nebraska
$434K -$6.29K -68 -1%
SIA
1512
Soltis Investment Advisors
Utah
$433K -$8.42K -91 -2%
OWM
1513
Orca Wealth Management
Florida
$433K – – –
FA
1514
Fortis Advisors
Pennsylvania
$432K – – –
TCM
1515
Tributary Capital Management
Nebraska
$432K +$60.1K +650 +17%
AAM
1516
Aureus Asset Management
Massachusetts
$431K +$413K +4,463 New
RA
1517
Rise Advisors
New York
$431K -$6.38K -69 -2%
IHL
1518
Investment House LLC
California
$430K – – –
WIC
1519
Willis Investment Counsel
Georgia
$429K – – –
KFP
1520
KMG Fiduciary Partners
Ohio
$429K -$463 -5 -0.1%
HCM
1521
Hall Capital Management
Rhode Island
$427K +$3.05K +33 +0.8%
CT
1522
Colonial Trust
South Carolina
$426K +$122K +1,314 +42%
TWA
1523
TCI Wealth Advisors
Arizona
$426K -$185 -2 -0%
FCM
1524
Firestone Capital Management
Florida
$425K -$3.98K -43 -1%
HIM
1525
Hanlon Investment Management
New Jersey
$424K +$8.05K +87 +2%
59 60
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62 63