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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1526
Acorns Advisers
California
$412K +$45.9K +488 +13%
GIA
1527
Gateway Investment Advisers
Ohio
$411K -$133K -1,411 -25%
SEP
1528
Southland Equity Partners
Missouri
$411K +$1.32K +14 +0.3%
FBB
1529
Fulton Breakefield Broenniman
Maryland
$411K -$38.5K -409 -9%
CD
1530
Chapin Davis
Maryland
$411K – – –
HCM
1531
Hall Capital Management
Rhode Island
$410K -$11.8K -125 -3%
LJAC
1532
L.J. Altfest & Co
New York
$409K -$123K -1,302 -23%
BOSSRA
1533
B.O.S.S. Retirement Advisors
Utah
$408K +$2.35K +25 +0.6%
IBOK
1534
Independence Bank of Kentucky
Kentucky
$408K +$6.03K +64 +2%
PIMG
1535
Patriot Investment Management Group
Tennessee
$408K – – –
RCA
1536
Resonant Capital Advisors
Wisconsin
$406K +$25.6K +272 +7%
MW
1537
Members Wealth
Pennsylvania
$406K +$753 +8 +0.2%
RZH
1538
Relyea Zuckerberg Hanson
Connecticut
$406K +$26.2K +278 +7%
TWM
1539
TRB Wealth Management
Texas
$406K – – –
BRWM
1540
Blue Rock Wealth Management
North Carolina
$406K -$337K -3,578 -46%
BPW
1541
BlueDoor Private Wealth
Massachusetts
$405K +$282 +3 +0.1%
GAM
1542
GEM Asset Management
Michigan
$405K – – –
MF
1543
Meridian Financial
Massachusetts
$405K – – –
ST
1544
Spinnaker Trust
Maine
$404K +$3.67K +39 +0.9%
RCM
1545
Radnor Capital Management
Pennsylvania
$402K – – –
LCM
1546
LCM Capital Management
Illinois
$401K +$15.4K +164 +4%
OFO
1547
OneAscent Family Office
Alabama
$401K +$28.6K +304 +8%
NRI
1548
NFP Retirement Inc
California
$401K +$33.5K +356 +9%
LWM
1549
Level Wealth Management
North Carolina
$400K -$6.78K -72 -2%
EFM
1550
E Fund Management
China
$398K +$7.53K +80 +2%
60 61
62
63 64