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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1551
Meridian Investment Counsel
California
$350K – – –
CM
1552
Cornerstone Management
Georgia
$349K +$87 +1 +0%
KWMG
1553
King Wealth Management Group
Florida
$348K +$12.6K +146 +4%
TVAMP
1554
Tennessee Valley Asset Management Partners
Tennessee
$348K +$328K +3,785 New
SWP
1555
SIMA Wealth Partners
Virginia
$348K +$2.68K +31 +0.8%
IPA
1556
Investment Planning Advisors
Georgia
$343K +$20.2K +233 +7%
LAS
1557
Lloyd Advisory Services
Georgia
$343K +$9.18K +106 +3%
DWA
1558
Douglass Winthrop Advisors
New York
$343K -$13.5K -156 -4%
EIP
1559
Ellis Investment Partners
Pennsylvania
$342K +$1.65K +19 +0.5%
DOA
1560
D'Orazio & Associates
Virginia
$341K +$11.6K +134 +4%
MPM
1561
MBB Public Markets
Illinois
$339K +$319K +3,690 New
QWP
1562
Quotient Wealth Partners
Texas
$338K +$12.1K +140 +4%
FC
1563
Fusion Capital
South Carolina
$338K -$3.03K -35 -0.9%
RIS
1564
Retirement Income Solutions
Michigan
$338K – – –
WCAMG
1565
Woodard & Company Asset Management Group
North Carolina
$337K – – –
LA
1566
Latitude Advisors
Florida
$334K -$4.67K -54 -1%
O3W
1567
Omni 360 Wealth
New Jersey
$334K -$1.73K -20 -0.5%
SRC
1568
Shufro Rose & Co
New York
$334K +$64.8K +748 +26%
HCM
1569
Hall Capital Management
Rhode Island
$332K +$10.2K +118 +3%
CST
1570
Charles Schwab Trust
Nevada
$332K -$90.9K -1,050 -23%
MFG
1571
MidWestOne Financial Group
Iowa
$332K -$5.63K -65 -2%
TSWM
1572
Tyler-Stone Wealth Management
Ohio
$332K +$1.56K +18 +0.5%
PCP
1573
Proficio Capital Partners
Massachusetts
$331K +$4.5K +52 +1%
IA
1574
IFC Advisors
California
$331K -$4.76K -55 -2%
FCFC
1575
First Citizens Financial Corp
Iowa
$330K – – –
61 62
63
64 65