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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1576
Brendel Financial Advisors
New Hampshire
$280K – – –
ACM
1577
Ardent Capital Management
Ohio
$280K -$54.6K -639 -17%
ACA
1578
Anchor Capital Advisors
Massachusetts
$280K -$17.1K -200 -6%
FPGK
1579
Financial Partners Group (Kansas)
Kansas
$278K +$4.87K +57 +2%
IC
1580
Iconiq Capital
California
$278K +$264K +3,085 New
CPA
1581
Capital Planning Advisors
California
$278K +$263K +3,084 New
BWP
1582
Barlow Wealth Partners
Kentucky
$277K – – –
SW
1583
Simplicity Wealth
New Jersey
$277K -$2.13M -24,952 -89%
BC
1584
Barnett & Company
Tennessee
$276K +$261K +3,059 New
SC
1585
Sapient Capital
Indiana
$275K +$683 +8 +0.3%
MWM
1586
Modern Wealth Management
Kansas
$275K -$20.7K -242 -7%
GL
1587
Gerber LLC
Ohio
$274K +$427 +5 +0.2%
ECM
1588
Exchange Capital Management
Michigan
$274K -$1.88K -22 -0.7%
IAA
1589
Ironsides Asset Advisors
North Carolina
$273K +$259K +3,030 New
NB
1590
Northwest Bancshares
Pennsylvania
$273K -$4.36K -51 -2%
MWM
1591
Magnolia Wealth Management
Alabama
$273K – – –
SIA
1592
Soltis Investment Advisors
Utah
$273K +$36.8K +431 +17%
TCWM
1593
Total Clarity Wealth Management
Illinois
$272K -$17K -199 -6%
TC
1594
Truvestments Capital
Florida
$272K +$10.5K +123 +4%
IAMOG
1595
Investors Asset Management of Georgia
Georgia
$271K -$10.6K -124 -4%
KF
1596
KKM Financial
Illinois
$271K – – –
AMAL
1597
Asset Management Advisors LLC
Oklahoma
$271K – – –
RWM
1598
Revisor Wealth Management
Ohio
$271K – – –
CFS
1599
CRA Financial Services
New Jersey
$270K – – –
GWM
1600
Gray Wealth Management
Maine
$270K +$1.37K +16 +0.5%
62 63
64
65 66