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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FF
1676
Francis Financial
$293K +$6.82K +73 +3%
FFB
1677
First Financial Bankshares
Texas
$293K +$8.78K +94 +3%
CT
1678
Colonial Trust
South Carolina
$292K -$1.87K -20 -0.6%
OWA
1679
Octavia Wealth Advisors
Ohio
$291K +$36.5K +391 +15%
TCWM
1680
Total Clarity Wealth Management
Illinois
$290K +$22.7K +243 +9%
IWM
1681
Iams Wealth Management
Nebraska
$290K +$79.9K +856 +39%
JIC
1682
Joel Isaacson & Co
New York
$290K +$1.4K +15 +0.5%
CA
1683
Continuum Advisory
Idaho
$289K +$27K +289 +10%
KWM
1684
Kaydan Wealth Management
Michigan
$289K -$5.7K -61 -2%
CC
1685
Cultivar Capital
Texas
$289K +$23.3K +250 +9%
BFA
1686
Brown Financial Advisory
Alabama
$288K -$93.4K -1,000 -25%
SC
1687
Sapient Capital
Indiana
$288K -$3.45K -37 -1%
VWM
1688
Vermillion Wealth Management
Minnesota
$288K +$4.57K +49 +2%
NSG
1689
Nalls Sherbakoff Group
Tennessee
$288K +$2.15K +23 +0.8%
FFBTD
1690
First Financial Bank - Trust Division
Ohio
$287K +$63.7K +682 +29%
GAM
1691
Grandview Asset Management
Pennsylvania
$287K +$1.87K +20 +0.7%
BPWM
1692
BCS Private Wealth Management
New Jersey
$287K – – –
RPC
1693
Rossmore Private Capital
Connecticut
$287K – – –
NA
1694
Nordwand Advisors
Pennsylvania
$286K +$16K +171 +6%
HW
1695
HORAN Wealth
Ohio
$285K +$281K +3,005 New
IAMOG
1696
Investors Asset Management of Georgia
Georgia
$285K – – –
KF
1697
KKM Financial
Illinois
$284K – – –
BIG
1698
Brookwood Investment Group
Arizona
$284K -$11.4K -122 -4%
ACA
1699
Anchor Capital Advisors
Massachusetts
$284K – – –
AMAL
1700
Asset Management Advisors LLC
Oklahoma
$284K – – –
66 67
68
69 70