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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1651
Carolinas Wealth Consulting
North Carolina
$84.9K -$3.31M -47,975 -98%
WTC
1652
WhitTier Trust Company
Nevada
$84.4K -$126K -1,826 -61%
FGAM
1653
Financial Gravity Asset Management
Texas
$84.3K – – –
DPW
1654
DiNuzzo Private Wealth
Pennsylvania
$81K – – –
LI
1655
LRI Investments
Florida
$80.6K +$77.5K +1,123 New
NCTC
1656
New Covenant Trust Company
Indiana
$80.4K +$77.4K +1,121 New
CAL
1657
Capital Advisors Ltd
Ohio
$79K -$4.49K -65 -6%
SHIM
1658
Stone House Investment Management
Pennsylvania
$78.7K – – –
TC
1659
Trust Company
Kansas
$78.4K – – –
AA
1660
Addison Advisors
Vermont
$78K -$62.8K -910 -46%
BWAM
1661
Boyd Watterson Asset Management
Ohio
$76.8K – – –
WIA
1662
Wetzel Investment Advisors
Indiana
$76.2K – – –
TFA
1663
Transamerica Financial Advisors
Florida
$76K -$494K -7,163 -87%
BAM
1664
Bellevue Asset Management
Washington
$74.9K +$276 +4 +0.4%
ANBT
1665
American National Bank & Trust
Texas
$74K -$1.52K -22 -2%
BCMLT
1666
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.2K -$4.9K -71 -7%
AT
1667
Avalon Trust
New Mexico
$71.7K -$6.9K -100 -9%
DI
1668
DAGCO Inc
Ohio
$71.7K +$69K +1,000 New
LCM
1669
Lynwood Capital Management
Ontario, Canada
$71.7K +$69K +1,000 New
AW
1670
Avion Wealth
Texas
$70K +$17K +246 +34%
FFO
1671
Fortitude Family Office
Arizona
$66.9K -$26.3K -381 -29%
MFT
1672
Moisand Fitzgerald Tamayo
Florida
$66.5K – – –
RWPA
1673
Richard W. Paul & Associates
Michigan
$66.1K -$621 -9 -1%
FFA
1674
First Foundation Advisors
California
$66.1K +$63.6K +922 New
TFIPS
1675
Towarzystwo Funduszy Inwestycyjnych PZU SA
$65.4K – – –
65 66
67
68 69