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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1776
Callahan Advisors
Texas
$256K – – –
CCM
1777
Crew Capital Management
Ohio
$256K – – –
VIP
1778
Vista Investment Partners
Oklahoma
$256K – – –
BWP
1779
Barlow Wealth Partners
Kentucky
$255K – – –
SFS
1780
Strategic Financial Services
New York
$255K +$467 +5 +0.2%
SIC
1781
Samalin Investment Counsel
New York
$255K +$10.4K +111 +4%
SPA
1782
Sherbrooke Park Advisers
New York
$255K +$20.4K +219 +9%
LWCFA
1783
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K – – –
PWC
1784
PYA Waltman Capital
Tennessee
$254K – – –
WA
1785
Waterford Advisors
New York
$253K -$32.6M -349,032 -99%
KWM
1786
KW Wealth Management
California
$253K +$249K +2,664 New
UIM
1787
Unified Investment Management
Georgia
$252K +$93 +1 +0%
CG
1788
CFO4Life Group
Texas
$251K +$9.52K +102 +4%
ZAM
1789
Zevin Asset Management
Massachusetts
$251K – – –
MWP
1790
Meriwether Wealth & Planning
Louisiana
$249K +$7.93K +85 +3%
ACM
1791
Advance Capital Management
Michigan
$249K +$34.4K +368 +16%
NRW
1792
Nova R Wealth
Kansas
$248K +$187 +2 +0.1%
WTC
1793
WhitTier Trust Company
Nevada
$248K -$840 -9 -0.3%
LTI
1794
Laffer Tengler Investments
Tennessee
$247K +$747 +8 +0.3%
MFA
1795
Mayflower Financial Advisors
Massachusetts
$247K +$4.29K +46 +2%
FWM
1796
Finer Wealth Management
Massachusetts
$247K -$2.8K -30 -1%
BFA
1797
Buttonwood Financial Advisors
Maryland
$246K – – –
CCM
1798
Chickasaw Capital Management
Tennessee
$246K – – –
GFP
1799
Gryphon Financial Partners
Ohio
$245K -$34K -364 -12%
WP
1800
WealthShield Partners
North Carolina
$245K -$93 -1 -0%
70 71
72
73 74