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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RRWA
1776
Rainey & Randall Wealth Advisors
Florida
$252K – – –
LWA
1777
Ledgewood Wealth Advisors
New Hampshire
$252K – – –
SEP
1778
Signature Equity Partners
Ohio
$252K +$264K +2,888 New
CAM
1779
Councilmark Asset Management
Tennessee
$251K – – –
FWM
1780
Forefront Wealth Management
Pennsylvania
$251K +$274 +3 +0.1%
HPIA
1781
Hamilton Point Investment Advisors
North Carolina
$251K – – –
SRC
1782
Shufro Rose & Co
New York
$251K -$68.3K -748 -21%
4WM
1783
44 Wealth Management
Oregon
$251K +$1.92K +21 +0.7%
SQA
1784
Simon Quick Advisors
New Jersey
$250K +$30.2K +331 +13%
KFGG
1785
Keystone Financial Group (Georgia)
Georgia
$250K +$1.28K +14 +0.5%
GWM
1786
Glass Wealth Management
Texas
$249K – – –
NHT
1787
New Hampshire Trust
New Hampshire
$249K -$106K -1,162 -29%
PFBT
1788
Parkside Financial Bank & Trust
Missouri
$249K -$26K -285 -9%
EA
1789
Enclave Advisors
Texas
$248K -$86.6K -949 -25%
BB
1790
Berkshire Bank
Massachusetts
$248K -$8.31K -91 -3%
OAS
1791
Optivise Advisory Services
Tennessee
$248K +$259K +2,840 New
HCG
1792
Haven Capital Group
California
$246K – – –
CC
1793
Corsicana & Co
Texas
$246K – – –
SCA
1794
Strathmore Capital Advisors
North Carolina
$246K -$5.11K -56 -2%
ACM
1795
Ardent Capital Management
Ohio
$245K -$2.46K -27 -1%
OWA
1796
Octavia Wealth Advisors
Ohio
$245K -$22.7K -249 -8%
WAM
1797
Worth Asset Management
Texas
$245K -$9.95K -109 -4%
IAG
1798
Ipsen Advisor Group
Arkansas
$244K -$8.58K -94 -3%
MO
1799
McMillan Office
Michigan
$244K +$256K +2,800 New
GDP
1800
Great Diamond Partners
Maine
$244K -$6.12K -67 -2%
70 71
72
73 74