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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1751
Versant Capital Management
Arizona
$249K +$16.9K +188 +7%
CA
1752
Callahan Advisors
Texas
$248K – – –
SC
1753
Stephens Consulting
Michigan
$248K -$61K -679 -20%
CCM
1754
Crew Capital Management
Ohio
$248K – – –
VIP
1755
Vista Investment Partners
Oklahoma
$248K – – –
AA
1756
Acorns Advisers
California
$247K +$241K +2,685 New
SFS
1757
Strategic Financial Services
New York
$247K – – –
CSPIA
1758
Cary Street Partners Investment Advisory
Virginia
$247K +$18.4K +205 +8%
OWA
1759
Octavia Wealth Advisors
Ohio
$246K -$18.7K -208 -7%
PWC
1760
PYA Waltman Capital
Tennessee
$246K – – –
WA
1761
Waterford Advisors
New York
$245K +$31.3M +349,032 +13,067%
GIA
1762
Gateway Investment Advisers
Ohio
$244K -$22.2K -247 -8%
UIM
1763
Unified Investment Management
Georgia
$244K +$180 +2 +0.1%
AW
1764
Alteri Wealth
California
$244K +$7.01K +78 +3%
ZAM
1765
Zevin Asset Management
Massachusetts
$243K -$44.9K -500 -16%
LWCFA
1766
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K – – –
OP
1767
ORG Partners
Indiana
$242K +$29.4K +327 +14%
FWM
1768
Finer Wealth Management
Massachusetts
$242K -$15.6K -174 -6%
SCM
1769
Saxony Capital Management
Missouri
$242K -$24.6K -274 -9%
KFGG
1770
Keystone Financial Group (Georgia)
Georgia
$242K +$988 +11 +0.4%
WTC
1771
WhitTier Trust Company
Nevada
$242K -$180 -2 -0.1%
IG
1772
ING Group
Netherlands
$242K +$236K +2,630 New
HIM
1773
Hanlon Investment Management
New Jersey
$241K +$1.98K +22 +0.8%
FF
1774
Francis Financial
$241K +$4.85K +54 +2%
ALC
1775
Alexander Labrunerie & Co
Missouri
$241K +$12.4K +138 +6%
69 70
71
72 73