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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1676
Joel Isaacson & Co
New York
$320K -$2.82K -30 -0.9%
NAMNJ
1677
NorthStar Asset Management (New Jersey)
New Jersey
$320K -$941 -10 -0.3%
DDC
1678
DF Dent & Co
Maryland
$320K – – –
YIA
1679
YHB Investment Advisors
Connecticut
$319K – – –
AGC
1680
Aspen Grove Capital
Colorado
$319K +$188 +2 +0.1%
ITIM
1681
Indiana Trust & Investment Management
Indiana
$319K – – –
OWA
1682
One Wealth Advisors
California
$319K +$314K +3,335 New
BAM
1683
Byrne Asset Management
New Jersey
$319K – – –
SEP
1684
Signature Equity Partners
Ohio
$319K +$3.11K +33 +1%
TPA
1685
Trivium Point Advisory
Connecticut
$319K +$313K +3,328 New
CH
1686
CDKV Holdings
Colorado
$318K +$1.32K +14 +0.4%
FG
1687
Foster Group
Iowa
$318K +$5.37K +57 +2%
VFG
1688
Victory Financial Group
Texas
$317K +$82.6K +877 +36%
RYA
1689
Richard Young Associates
Georgia
$317K +$941 +10 +0.3%
HFS
1690
Howard Financial Services
Texas
$317K +$311K +3,308 New
AOWM
1691
Alpha Omega Wealth Management
Virginia
$317K – – –
WF
1692
WealthPoint Financial
North Carolina
$316K +$2.26K +24 +0.7%
MCFP
1693
Mallini Complete Financial Planning
Florida
$315K – – –
WIM
1694
Westside Investment Management
California
$315K – – –
WI
1695
Wedgewood Investors
Pennsylvania
$314K +$9.89K +105 +3%
NC
1696
nVerses Capital
Florida
$314K +$309K +3,280 New
SIA
1697
Sovereign Investment Advisors
Arizona
$314K – – –
APA
1698
Astoria Portfolio Advisors
New York
$313K +$52.2K +554 +20%
MAFA
1699
MJT & Associates Financial Advisory
Minnesota
$313K – – –
FAG
1700
Fortitude Advisory Group
Washington
$313K -$12.6K -134 -4%
66 67
68
69 70