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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
1776
Vista Investment Partners
Oklahoma
$256K – – –
BWP
1777
Barlow Wealth Partners
Kentucky
$255K – – –
SFS
1778
Strategic Financial Services
New York
$255K +$467 +5 +0.2%
SIC
1779
Samalin Investment Counsel
New York
$255K +$10.4K +111 +4%
SPA
1780
Sherbrooke Park Advisers
New York
$255K +$20.4K +219 +9%
LWCFA
1781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K – – –
PWC
1782
PYA Waltman Capital
Tennessee
$254K – – –
WA
1783
Waterford Advisors
New York
$253K -$32.6M -349,032 -99%
KWM
1784
KW Wealth Management
California
$253K +$249K +2,664 New
UIM
1785
Unified Investment Management
Georgia
$252K +$93 +1 +0%
CG
1786
CFO4Life Group
Texas
$251K +$9.52K +102 +4%
ZAM
1787
Zevin Asset Management
Massachusetts
$251K – – –
MWP
1788
Meriwether Wealth & Planning
Louisiana
$249K +$7.93K +85 +3%
ACM
1789
Advance Capital Management
Michigan
$249K +$34.4K +368 +16%
NRW
1790
Nova R Wealth
Kansas
$248K +$187 +2 +0.1%
WTC
1791
WhitTier Trust Company
Nevada
$248K -$840 -9 -0.3%
LTI
1792
Laffer Tengler Investments
Tennessee
$247K +$747 +8 +0.3%
MFA
1793
Mayflower Financial Advisors
Massachusetts
$247K +$4.29K +46 +2%
FWM
1794
Finer Wealth Management
Massachusetts
$247K -$2.8K -30 -1%
BFA
1795
Buttonwood Financial Advisors
Maryland
$246K – – –
CCM
1796
Chickasaw Capital Management
Tennessee
$246K – – –
GFP
1797
Gryphon Financial Partners
Ohio
$245K -$34K -364 -12%
WP
1798
WealthShield Partners
North Carolina
$245K -$93 -1 -0%
ALC
1799
Alexander Labrunerie & Co
Missouri
$245K -$3.55K -38 -1%
SL
1800
Salomon & Ludwin
Virginia
$245K +$48K +514 +25%
70 71
72
73 74