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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1751
Greylin Investment Management
Virginia
– -$398K -5,725 Closed
CI
1752
Carroll Investors
South Carolina
– -$396K -5,692 Closed
SFP
1753
Sandbox Financial Partners
Maryland
– -$371K -5,333 Closed
ACM
1754
AlphaStar Capital Management
North Carolina
– -$374K -5,241 Closed
SMF
1755
Sterling Manor Financial
New York
– -$358K -5,152 Closed
AMR
1756
Asset Management Resources
Massachusetts
– -$353K -5,069 Closed
ANTB
1757
AMG National Trust Bank
Colorado
– -$344K -4,950 Closed
WA
1758
Wealthstar Advisors
Texas
– -$342K -4,914 Closed
MC
1759
Machina Capital
France
– -$319K -4,581 Closed
ARC
1760
Advisor Resource Council
Texas
– -$315K -4,388 Closed
RCM
1761
Radnor Capital Management
Pennsylvania
– -$292K -4,200 Closed
OMC
1762
Old Mission Capital
Illinois
– -$289K -4,159 Closed
AG
1763
Appleton Group
Wisconsin
– -$286K -4,117 Closed
FMWA
1764
Forvis Mazars Wealth Advisors
Missouri
– -$281K -4,042 Closed
FPGK
1765
Financial Partners Group (Kansas)
Kansas
– -$277K -3,978 Closed
JE
1766
JMAC Enterprises
Pennsylvania
– -$266K -3,816 Closed
SC
1767
Sepio Capital
Utah
– -$245K -3,527 Closed
RWA
1768
Rooted Wealth Advisors
Illinois
– -$250K -3,482 Closed
FFP
1769
Forbes Financial Planning
Rhode Island
– -$237K -3,404 Closed
BFA
1770
Brown Financial Advisory
Alabama
– -$233K -3,345 Closed
TCM
1771
Tufton Capital Management
Maryland
– -$220K -3,160 Closed
CWM
1772
Congress Wealth Management
Massachusetts
– -$217K -3,121 Closed
BFA
1773
Brendel Financial Advisors
New Hampshire
– -$216K -3,100 Closed
WC
1774
Waterloo Capital
Texas
– -$213K -3,065 Closed
LGWM
1775
Litman Gregory Wealth Management
California
– -$209K -3,001 Closed
69 70
71
72 73