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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1526
Independence Bank of Kentucky
Kentucky
$408K +$6.03K +64 +2%
PIMG
1527
Patriot Investment Management Group
Tennessee
$408K – – –
RCA
1528
Resonant Capital Advisors
Wisconsin
$406K +$25.6K +272 +7%
MW
1529
Members Wealth
Pennsylvania
$406K +$753 +8 +0.2%
RZH
1530
Relyea Zuckerberg Hanson
Connecticut
$406K +$26.2K +278 +7%
TWM
1531
TRB Wealth Management
Texas
$406K – – –
BRWM
1532
Blue Rock Wealth Management
North Carolina
$406K -$337K -3,578 -46%
BPW
1533
BlueDoor Private Wealth
Massachusetts
$405K +$282 +3 +0.1%
GAM
1534
GEM Asset Management
Michigan
$405K – – –
MF
1535
Meridian Financial
Massachusetts
$405K – – –
ST
1536
Spinnaker Trust
Maine
$404K +$3.67K +39 +0.9%
RCM
1537
Radnor Capital Management
Pennsylvania
$402K – – –
LCM
1538
LCM Capital Management
Illinois
$401K +$15.4K +164 +4%
OFO
1539
OneAscent Family Office
Alabama
$401K +$28.6K +304 +8%
NRI
1540
NFP Retirement Inc
California
$401K +$33.5K +356 +9%
LWM
1541
Level Wealth Management
North Carolina
$400K -$6.78K -72 -2%
EFM
1542
E Fund Management
China
$398K +$7.53K +80 +2%
AWM
1543
Aberdeen Wealth Management
Illinois
$398K -$407K -4,318 -51%
KCFA
1544
Key Client Fiduciary Advisors
New Jersey
$398K -$6.97K -74 -2%
VCM
1545
Virtue Capital Management
Tennessee
$397K -$3.58K -38 -0.9%
SGI
1546
Summit Global Investments
Utah
$397K -$192K -2,044 -33%
KFS
1547
Keynote Financial Services
Connecticut
$396K -$9.89K -105 -2%
AFA
1548
American Financial Advisors
Georgia
$395K +$2.07K +22 +0.5%
WP
1549
Wealthspan Partners
Iowa
$395K +$282 +3 +0.1%
JC
1550
JB Capital
Connecticut
$394K +$565 +6 +0.1%
60 61
62
63 64