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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1551
PBMares Wealth Management
Virginia
$215K -$36.7K -532 -15%
AMAL
1552
Asset Management Advisors LLC
Oklahoma
$215K – – –
CFS
1553
CRA Financial Services
New Jersey
$215K – – –
GSB
1554
Greenfield Savings Bank
Massachusetts
$215K -$37.1K -537 -15%
BWP
1555
Barlow Wealth Partners
Kentucky
$214K -$690 -10 -0.3%
PPWP
1556
Premier Path Wealth Partners
New Jersey
$214K -$48.7K -706 -19%
GWM
1557
Gray Wealth Management
Maine
$213K -$5.18K -75 -2%
SC
1558
Sapient Capital
Indiana
$213K -$63.9K -925 -24%
GL
1559
Gerber LLC
Ohio
$213K -$23.7K -343 -10%
AG
1560
Ascent Group
Virginia
$211K -$11.4K -165 -5%
HIC
1561
Harvey Investment Company
Kentucky
$210K – – –
UF
1562
Univest Financial
Pennsylvania
$210K – – –
MWM
1563
Maripau Wealth Management
Indiana
$210K +$2.62K +38 +1%
FTIS
1564
First Trust Investment Solutions
Florida
$209K +$201K +2,915 New
RB
1565
Renasant Bank
Mississippi
$208K -$21.8K -316 -10%
CFM
1566
Catalyst Funds Management
Australia
$208K +$200K +2,900 New
SAM
1567
Sompo Asset Management
Japan
$208K +$200K +2,900 New
SPWG
1568
Sage Private Wealth Group
Illinois
$208K +$200K +2,895 New
CAM
1569
Councilmark Asset Management
Tennessee
$207K +$199K +2,883 New
SRC
1570
Shufro Rose & Co
New York
$207K +$199K +2,879 New
YIA
1571
YHB Investment Advisors
Connecticut
$206K -$5.18K -75 -3%
W
1572
Wealthquest
Ohio
$206K -$11.7K -169 -6%
BP
1573
Ballentine Partners
Massachusetts
$205K -$90.6K -1,312 -32%
BOS
1574
Bank of Stockton
California
$204K +$196K +2,845 New
QWP
1575
Quotient Wealth Partners
Texas
$204K +$196K +2,845 New
61 62
63
64 65