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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1776
Parkside Advisors
California
$201K +$190K +2,228 New
CPG
1777
Cornerstone Planning Group
New Jersey
$200K +$20.4K +239 +12%
DIP
1778
DT Investment Partners
Pennsylvania
$198K +$10.3K +121 +6%
FFA
1779
Founders Financial Alliance
North Carolina
$198K -$29.9K -350 -14%
SL
1780
Salomon & Ludwin
Virginia
$196K – – –
FDCP
1781
Foster Dykema Cabot & Partners
Massachusetts
$194K – – –
LB
1782
Legacy Bridge
Iowa
$194K – – –
OP
1783
ORG Partners
Indiana
$194K -$71.3K -835 -28%
ITIM
1784
Indiana Trust & Investment Management
Indiana
$186K – – –
CFO
1785
CVA Family Office
Colorado
$184K +$2.48K +29 +1%
CIR
1786
Clear Investment Research
Georgia
$181K -$427 -5 -0.2%
NBT
1787
Northwest Bank & Trust
Iowa
$181K -$34.2K -400 -17%
JGIA
1788
Jackson Grant Investment Advisers
Connecticut
$181K +$1.28K +15 +0.8%
TFM
1789
TFC Financial Management
Massachusetts
$180K – – –
CA
1790
Continuum Advisory
Idaho
$175K +$342 +4 +0.2%
ST
1791
Smithfield Trust
Pennsylvania
$174K – – –
PPWM
1792
PFG Private Wealth Management
Florida
$171K -$2.82K -33 -2%
MA
1793
MCF Advisors
Kentucky
$171K – – –
RTC
1794
Riverview Trust Company
Washington
$170K +$1.28K +15 +0.8%
RA
1795
Ransom Advisory
Rhode Island
$168K -$34.2K -400 -18%
MCM
1796
Manchester Capital Management
Vermont
$166K -$85 -1 -0.1%
AWM
1797
Avior Wealth Management
Nebraska
$165K +$1.02K +12 +0.7%
AIM
1798
Acropolis Investment Management
Missouri
$158K +$29.9K +350 +25%
HIA
1799
Harbor Investment Advisory
Maryland
$157K -$17.5K -205 -11%
SCM
1800
Silvant Capital Management
Georgia
$156K – – –
70 71
72
73 74