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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1751
Curran Financial Partners
South Carolina
$228K +$26.5K +302 +12%
PHIC
1752
Pine Haven Investment Counsel
Massachusetts
$228K – – –
IA
1753
Inspire Advisors
Idaho
$228K -$6.4K -73 -3%
AGA
1754
Arkos Global Advisors
Texas
$227K +$242K +2,755 New
CCC
1755
Chelsea Counsel Company
California
$227K – – –
MS
1756
Maven Securities
Jersey
$226K +$241K +2,751 New
LEA
1757
Legacy Edge Advisors
New York
$226K +$41.4K +472 +21%
KA
1758
KLCM Advisors
Wisconsin
$225K +$8.69K +99 +4%
VFG
1759
Valley Financial Group
Pennsylvania
$224K +$239K +2,724 New
PBC
1760
Pavion Blue Capital
California
$223K – – –
CIS
1761
Custom Index Systems
New York
$223K +$238K +2,715 New
EFM
1762
E Fund Management
China
$223K +$238K +2,712 New
AWA
1763
AmeriServ Wealth Advisors
Pennsylvania
$223K +$238K +2,711 New
MWM
1764
MBE Wealth Management
Wisconsin
$223K +$175 +2 +0.1%
BAM
1765
Berkshire Asset Management
Pennsylvania
$223K -$33.8K -385 -13%
TAM
1766
Tucker Asset Management
Colorado
$223K -$48.4K -552 -17%
GI
1767
Gradient Investments
Minnesota
$223K -$88 -1 -0%
OC
1768
Opinicus Capital
Florida
$222K +$526 +6 +0.2%
AIP
1769
Arrowpoint Investment Partners
Singapore
$222K +$237K +2,700 New
VIP
1770
Vista Investment Partners
Oklahoma
$222K -$175 -2 -0.1%
CCM
1771
Crew Capital Management
Ohio
$222K – – –
SFS
1772
Strategic Financial Services
New York
$221K -$13.2K -150 -5%
ALC
1773
Alexander Labrunerie & Co
Missouri
$221K – – –
CWM
1774
Campbell Wealth Management
Virginia
$221K +$236K +2,688 New
MWM
1775
Maripau Wealth Management
Indiana
$221K +$235K +2,684 New
69 70
71
72 73