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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1751
Westpac Banking Corp
Australia
$255K -$1.7M -19,667 -88%
BAM
1752
Boyar Asset Management
New York
$254K -$51.9K -600 -18%
MA
1753
MJP Associates
Connecticut
$254K +$13.8K +159 +6%
4WM
1754
44 Wealth Management
Oregon
$253K -$10.6K -123 -4%
NAMNJ
1755
NorthStar Asset Management (New Jersey)
New Jersey
$253K +$238K +2,748 New
1C
1756
111 Capital
France
$252K -$402K -4,647 -63%
GI
1757
Gradient Investments
Minnesota
$251K +$1.73K +20 +0.7%
PBC
1758
Pavion Blue Capital
California
$250K – – –
LEA
1759
Legacy Edge Advisors
New York
$250K -$2.51K -29 -1%
KA
1760
KLCM Advisors
Wisconsin
$249K -$2.08K -24 -0.9%
TCWM
1761
Total Clarity Wealth Management
Illinois
$249K – – –
RA
1762
Rodgers & Associates
Pennsylvania
$249K +$1.9K +22 +0.8%
CA
1763
Callahan Advisors
Texas
$248K +$10.8K +125 +5%
LCM
1764
Landscape Capital Management
New Jersey
$248K +$234K +2,699 New
OFG
1765
Oxford Financial Group
Indiana
$248K -$105K -1,217 -31%
CCM
1766
Crew Capital Management
Ohio
$248K – – –
VIP
1767
Vista Investment Partners
Oklahoma
$248K – – –
BFF
1768
Byrne Financial Freedom
Massachusetts
$248K -$17.7K -205 -7%
SFS
1769
Strategic Financial Services
New York
$247K – – –
WIM
1770
Westside Investment Management
California
$247K – – –
PWC
1771
PYA Waltman Capital
Tennessee
$246K – – –
WA
1772
Waterford Advisors
New York
$246K – – –
MWM
1773
Maripau Wealth Management
Indiana
$245K -$1.21K -14 -0.5%
TPBG
1774
Turning Point Benefit Group
Maryland
$245K -$113K -1,305 -32%
RCA
1775
Resonant Capital Advisors
Wisconsin
$245K +$230K +2,661 New
69 70
71
72 73