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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PBC
1751
Pavion Blue Capital
California
$249K – – –
VCM
1752
Versant Capital Management
Arizona
$249K +$16.9K +188 +7%
CA
1753
Callahan Advisors
Texas
$248K – – –
SC
1754
Stephens Consulting
Michigan
$248K -$61K -679 -20%
CCM
1755
Crew Capital Management
Ohio
$248K – – –
VIP
1756
Vista Investment Partners
Oklahoma
$248K – – –
AA
1757
Acorns Advisers
California
$247K +$241K +2,685 New
SFS
1758
Strategic Financial Services
New York
$247K – – –
CSPIA
1759
Cary Street Partners Investment Advisory
Virginia
$247K +$18.4K +205 +8%
OWA
1760
Octavia Wealth Advisors
Ohio
$246K -$18.7K -208 -7%
PWC
1761
PYA Waltman Capital
Tennessee
$246K – – –
WA
1762
Waterford Advisors
New York
$245K +$31.3M +349,032 +13,067%
GIA
1763
Gateway Investment Advisers
Ohio
$244K -$22.2K -247 -8%
UIM
1764
Unified Investment Management
Georgia
$244K +$180 +2 +0.1%
AW
1765
Alteri Wealth
California
$244K +$7.01K +78 +3%
ZAM
1766
Zevin Asset Management
Massachusetts
$243K -$44.9K -500 -16%
LWCFA
1767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K – – –
OP
1768
ORG Partners
Indiana
$242K +$29.4K +327 +14%
FWM
1769
Finer Wealth Management
Massachusetts
$242K -$15.6K -174 -6%
SCM
1770
Saxony Capital Management
Missouri
$242K -$24.6K -274 -9%
KFGG
1771
Keystone Financial Group (Georgia)
Georgia
$242K +$988 +11 +0.4%
WTC
1772
WhitTier Trust Company
Nevada
$242K -$180 -2 -0.1%
IG
1773
ING Group
Netherlands
$242K +$236K +2,630 New
HIM
1774
Hanlon Investment Management
New Jersey
$241K +$1.98K +22 +0.8%
FF
1775
Francis Financial
$241K +$4.85K +54 +2%
69 70
71
72 73