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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1551
Gibbs Wealth Management
Georgia
$242K +$1.14K +15 +0.5%
PGAM
1552
Princeton Global Asset Management
New Jersey
$242K +$24.6K +325 +12%
AI
1553
Accredited Investors
Minnesota
$242K -$18K -237 -7%
PCP
1554
Proficio Capital Partners
Massachusetts
$242K -$60.9K -804 -20%
CH
1555
Cromwell Holdings
Wyoming
$242K +$236K +3,119 New
NHT
1556
New Hampshire Trust
New Hampshire
$241K -$1.67K -22 -0.7%
BFA
1557
Brendel Financial Advisors
New Hampshire
$240K +$235K +3,100 New
WA
1558
Waterford Advisors
New York
$240K – – –
LCM
1559
Lazari Capital Management
California
$239K +$5.91K +78 +3%
NB
1560
Northwest Bancshares
Pennsylvania
$239K -$80.3K -1,059 -26%
GSB
1561
Greenfield Savings Bank
Massachusetts
$238K +$5.76K +76 +3%
MWM
1562
Maripau Wealth Management
Indiana
$238K +$10.8K +143 +5%
H
1563
HoyleCohen
California
$238K -$49.3K -650 -17%
GFP
1564
Gryphon Financial Partners
Ohio
$237K +$232K +3,058 New
BAM
1565
Berkshire Asset Management
Pennsylvania
$237K +$232K +3,056 New
ECM
1566
Exchange Capital Management
Michigan
$237K – – –
SC
1567
Sapient Capital
Indiana
$236K +$5.68K +75 +3%
KF
1568
KKM Financial
Illinois
$236K – – –
GL
1569
Gerber LLC
Ohio
$235K +$5.46K +72 +2%
FPGK
1570
Financial Partners Group (Kansas)
Kansas
$235K -$106K -1,402 -32%
MWM
1571
Magnolia Wealth Management
Alabama
$235K -$229K -3,026 -50%
V
1572
VeraBank
Texas
$234K – – –
PWM
1573
PBMares Wealth Management
Virginia
$233K -$76 -1 -0%
AMAL
1574
Asset Management Advisors LLC
Oklahoma
$233K – – –
RWM
1575
Revisor Wealth Management
Ohio
$233K +$227K +3,000 New
61 62
63
64 65