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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1651
Knights of Columbus Asset Advisors
Connecticut
$86.1K – – –
CWC
1652
Carolinas Wealth Consulting
North Carolina
$84.9K -$3.31M -47,975 -98%
WTC
1653
WhitTier Trust Company
Nevada
$84.4K -$126K -1,826 -61%
FGAM
1654
Financial Gravity Asset Management
Texas
$84.3K – – –
DPW
1655
DiNuzzo Private Wealth
Pennsylvania
$81K – – –
LI
1656
LRI Investments
Florida
$80.6K +$77.5K +1,123 New
NCTC
1657
New Covenant Trust Company
Indiana
$80.4K +$77.4K +1,121 New
CAL
1658
Capital Advisors Ltd
Ohio
$79K -$4.49K -65 -6%
SHIM
1659
Stone House Investment Management
Pennsylvania
$78.7K – – –
TC
1660
Trust Company
Kansas
$78.4K – – –
AA
1661
Addison Advisors
Vermont
$78K -$62.8K -910 -46%
BWAM
1662
Boyd Watterson Asset Management
Ohio
$76.8K – – –
WIA
1663
Wetzel Investment Advisors
Indiana
$76.2K – – –
TFA
1664
Transamerica Financial Advisors
Florida
$76K -$494K -7,163 -87%
BAM
1665
Bellevue Asset Management
Washington
$74.9K +$276 +4 +0.4%
ANBT
1666
American National Bank & Trust
Texas
$74K -$1.52K -22 -2%
BCMLT
1667
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.2K -$4.9K -71 -7%
AT
1668
Avalon Trust
New Mexico
$71.7K -$6.9K -100 -9%
DI
1669
DAGCO Inc
Ohio
$71.7K +$69K +1,000 New
LCM
1670
Lynwood Capital Management
Ontario, Canada
$71.7K +$69K +1,000 New
AW
1671
Avion Wealth
Texas
$70K +$17K +246 +34%
FFO
1672
Fortitude Family Office
Arizona
$66.9K -$26.3K -381 -29%
MFT
1673
Moisand Fitzgerald Tamayo
Florida
$66.5K – – –
RWPA
1674
Richard W. Paul & Associates
Michigan
$66.1K -$621 -9 -1%
FFA
1675
First Foundation Advisors
California
$66.1K +$63.6K +922 New
65 66
67
68 69