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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1551
Accredited Investors
Minnesota
$219K – – –
QPWM
1552
Quadrant Private Wealth Management
Pennsylvania
$219K +$214K +3,120 New
BBNA
1553
Bremer Bank National Association
Minnesota
$218K -$77.7K -1,132 -27%
EIP
1554
Ellis Investment Partners
Pennsylvania
$218K +$214K +3,111 New
AWA
1555
Aaron Wealth Advisors
Illinois
$217K +$213K +3,095 New
BFA
1556
Brendel Financial Advisors
New Hampshire
$217K +$213K +3,100 New
LWCFA
1557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$216K -$14.1K -205 -6%
TAIM
1558
Te Ahumairangi Investment Management
New Zealand
$215K -$1.64M -23,866 -89%
GWM
1559
Gray Wealth Management
Maine
$214K -$21K -306 -9%
OP
1560
ORG Partners
Indiana
$213K +$11.8K +172 +6%
ECM
1561
Exchange Capital Management
Michigan
$213K +$208K +3,034 New
W
1562
Wealthquest
Ohio
$213K +$208K +3,034 New
PFBT
1563
Parkside Financial Bank & Trust
Missouri
$212K +$18.3K +266 +10%
MWM
1564
Magnolia Wealth Management
Alabama
$212K +$208K +3,026 New
AG
1565
Ascent Group
Virginia
$212K +$9.96K +145 +5%
V
1566
VeraBank
Texas
$211K +$207K +3,012 New
WTC
1567
WhitTier Trust Company
Nevada
$210K +$46.6K +678 +29%
KF
1568
KKM Financial
Illinois
$210K +$206K +3,001 New
AMAL
1569
Asset Management Advisors LLC
Oklahoma
$210K +$206K +3,000 New
MFS
1570
Madrona Financial Services
Washington
$210K +$206K +3,000 New
CFS
1571
CRA Financial Services
New Jersey
$210K +$206K +2,999 New
LCM
1572
Lazari Capital Management
California
$210K -$8.79K -128 -4%
BWG
1573
Berry Wealth Group
Texas
$210K +$206K +2,995 New
DCM
1574
Delta Capital Management
New Jersey
$210K -$11K -160 -5%
PTP
1575
Platform Technology Partners
New York
$210K +$211K +3,070 New
61 62
63
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