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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1526
Hodges Capital Management
Texas
$422K +$60.1K +650 +17%
CBT
1527
Crews Bank & Trust
Florida
$421K -$6.01K -65 -1%
PWM
1528
Palumbo Wealth Management
New York
$420K -$22.6K -244 -5%
LFA
1529
Longview Financial Advisors
Alabama
$417K +$278 +3 +0.1%
FS
1530
Ferguson Shapiro
Georgia
$417K +$278 +3 +0.1%
CD
1531
Chapin Davis
Maryland
$414K – – –
SEP
1532
Southland Equity Partners
Missouri
$413K +$4.81K +52 +1%
PIMG
1533
Patriot Investment Management Group
Tennessee
$411K – – –
IWA
1534
Icon Wealth Advisors
Texas
$411K +$406K +4,394 New
LWM
1535
Level Wealth Management
North Carolina
$410K +$7.03K +76 +2%
KFS
1536
Keynote Financial Services
Connecticut
$410K +$9.71K +105 +3%
BOSSRA
1537
B.O.S.S. Retirement Advisors
Utah
$409K +$3.15K +34 +0.8%
TWM
1538
TRB Wealth Management
Texas
$409K +$392K +4,239 New
CIM
1539
Cambria Investment Management
California
$409K +$106K +1,143 +37%
GAM
1540
GEM Asset Management
Michigan
$408K -$4.53K -49 -1%
BPW
1541
BlueDoor Private Wealth
Massachusetts
$408K +$19.7K +213 +5%
KCFA
1542
Key Client Fiduciary Advisors
New Jersey
$408K -$12.9K -139 -3%
MF
1543
Meridian Financial
Massachusetts
$408K – – –
SS
1544
Sunbelt Securities
Texas
$406K +$61.1K +660 +19%
EWM
1545
Elmwood Wealth Management
California
$406K +$19.4K +210 +5%
PMFA
1546
Plante Moran Financial Advisors
Michigan
$406K – – –
VCM
1547
Virtue Capital Management
Tennessee
$406K +$38K +411 +11%
IBOK
1548
Independence Bank of Kentucky
Kentucky
$405K -$5.27K -57 -1%
RCM
1549
Radnor Capital Management
Pennsylvania
$405K – – –
SI
1550
Severin Investments
Missouri
$405K -$3.88K -42 -1%
60 61
62
63 64