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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
1726
Duncan Williams Asset Management
Tennessee
$268K +$1.1K +12 +0.4%
TWA
1727
Tulsa Wealth Advisors
Oklahoma
$268K +$280K +3,072 New
VCP
1728
Verus Capital Partners
Arizona
$267K +$84.5K +926 +43%
KWM
1729
Kaydan Wealth Management
Michigan
$266K +$91 +1 +0%
LBC
1730
Leigh Baldwin & Co
New York
$266K -$14.7K -161 -5%
WC
1731
Whitney & Co
New York
$266K +$278K +3,050 New
BFA
1732
Brown Financial Advisory
Alabama
$265K – – –
VWM
1733
Vermillion Wealth Management
Minnesota
$265K +$183 +2 +0.1%
SFB
1734
STAR Financial Bank
Indiana
$265K -$23.7K -260 -8%
GIA
1735
Gateway Investment Advisers
Ohio
$265K +$24.8K +272 +10%
RPC
1736
Rossmore Private Capital
Connecticut
$264K – – –
FA
1737
FSA Advisors
Michigan
$264K +$276K +3,022 New
CC
1738
Cultivar Capital
Texas
$262K -$3.65K -40 -1%
IAMOG
1739
Investors Asset Management of Georgia
Georgia
$262K – – –
RW
1740
Ridgeline Wealth
Arizona
$262K +$9.13K +100 +3%
KF
1741
KKM Financial
Illinois
$262K – – –
5NPW
1742
55 North Private Wealth
Florida
$262K +$274K +3,000 New
ACA
1743
Anchor Capital Advisors
Massachusetts
$262K – – –
AMAL
1744
Asset Management Advisors LLC
Oklahoma
$262K – – –
B
1745
Bellecapital
Switzerland
$262K +$274K +3,000 New
FNBTCON
1746
First National Bank & Trust Co of Newtown
Pennsylvania
$261K – – –
KCM
1747
KRS Capital Management
Michigan
$260K +$91 +1 +0%
PGAM
1748
Princeton Global Asset Management
New Jersey
$260K +$183 +2 +0.1%
BC
1749
Barnett & Company
Tennessee
$260K – – –
QPWM
1750
Quadrant Private Wealth Management
Pennsylvania
$260K -$29.9K -327 -10%
68 69
70
71 72