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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1526
Gentry Private Wealth
Kansas
$368K -$70.6K -773 -15%
BOSSRA
1527
B.O.S.S. Retirement Advisors
Utah
$367K +$6.76K +74 +2%
PMFA
1528
Plante Moran Financial Advisors
Michigan
$367K -$30.5K -334 -7%
RCM
1529
Radnor Capital Management
Pennsylvania
$366K – – –
4A
1530
4Wealth Advisors
Illinois
$366K -$4.66K -51 -1%
LWM
1531
Level Wealth Management
North Carolina
$364K +$91 +1 +0%
UF
1532
Univest Financial
Pennsylvania
$363K -$17.3K -189 -4%
KFS
1533
Keynote Financial Services
Connecticut
$361K -$9.13K -100 -2%
UWP
1534
Uniting Wealth Partners
Kansas
$360K +$365 +4 +0.1%
BCM
1535
Banyan Capital Management
Georgia
$360K -$18.3K -200 -5%
WP
1536
Wealthspan Partners
Iowa
$359K +$274 +3 +0.1%
JC
1537
JB Capital
Connecticut
$358K -$15.2K -167 -4%
BOPW
1538
Brandywine Oak Private Wealth
Pennsylvania
$356K -$6.76K -74 -2%
AFA
1539
American Financial Advisors
Georgia
$356K +$2.1K +23 +0.6%
KLCM
1540
KG&L Capital Management
Louisiana
$356K -$25.6K -280 -6%
O3W
1541
Omni 360 Wealth
New Jersey
$356K +$36.5K +400 +11%
WCFA
1542
Walkner Condon Financial Advisors
Wisconsin
$356K +$913 +10 +0.2%
ASBI
1543
American State Bank (Iowa)
Iowa
$356K – – –
DOA
1544
D'Orazio & Associates
Virginia
$355K +$11.1K +122 +3%
WJA
1545
Willis Johnson & Associates
Texas
$354K -$11.7K -128 -3%
HDIM
1546
Hanson & Doremus Investment Management
Vermont
$354K -$822 -9 -0.2%
AIM
1547
Acropolis Investment Management
Missouri
$354K +$75.3K +825 +26%
MCM
1548
Monument Capital Management
Virginia
$350K – – –
BPW
1549
BlueDoor Private Wealth
Massachusetts
$350K +$367K +4,017 New
CAM
1550
Campion Asset Management
Virginia
$350K -$27.3K -299 -7%
60 61
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