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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
1651
Rossmore Private Capital
Connecticut
$291K +$519 +6 +0.2%
WS
1652
Wela Strategies
Georgia
$291K +$3.9K +45 +1%
MCWA
1653
Meadow Creek Wealth Advisors
Georgia
$290K +$1.65K +19 +0.6%
EWS
1654
Eagle Wealth Strategies
New Jersey
$290K -$20.6K -238 -7%
SAI
1655
Savvy Advisors Inc
New York
$290K +$7.36K +85 +3%
ZAM
1656
Zevin Asset Management
Massachusetts
$290K – – –
DA
1657
Dover Advisors
Virginia
$290K +$273K +3,151 New
CWM
1658
Compass Wealth Management
Connecticut
$290K – – –
FPGK
1659
Financial Partners Group (Kansas)
Kansas
$289K +$1.39K +16 +0.5%
PCG
1660
PFC Capital Group
California
$289K – – –
ACM
1661
Aurdan Capital Management
Pennsylvania
$289K – – –
MHC
1662
May Hill Capital
Massachusetts
$288K -$28.6K -330 -10%
WAM
1663
Worth Asset Management
Texas
$288K +$27.6K +319 +11%
PFA
1664
Pure Financial Advisors
California
$287K +$39.7K +459 +17%
BB
1665
Berkshire Bank
Massachusetts
$287K +$14.4K +166 +6%
GHAM
1666
Gilman Hill Asset Management
Connecticut
$286K -$6.49K -75 -2%
BIG
1667
Brookwood Investment Group
Arizona
$286K +$270K +3,115 New
PPH
1668
Pure Portfolios Holdings
Oregon
$286K -$17.1K -198 -6%
ANTB
1669
AMG National Trust Bank
Colorado
$286K +$2.08K +24 +0.8%
KWM
1670
Kaydan Wealth Management
Michigan
$286K -$17.8K -206 -6%
CPA
1671
Capital Planning Advisors
California
$285K +$2.16K +25 +0.8%
CT
1672
Colonial Trust
South Carolina
$285K -$27.3K -315 -9%
BFA
1673
Brendel Financial Advisors
New Hampshire
$285K – – –
SC
1674
Sapient Capital
Indiana
$284K +$606 +7 +0.2%
V
1675
VeraBank
Texas
$283K -$17.1K -197 -6%
65 66
67
68 69