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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1826
Brown Financial Advisory
Alabama
$205K +$3.86K +44 +2%
PSCM
1827
Per Stirling Capital Management
Texas
$205K +$1.49K +17 +0.7%
RWP
1828
Revolve Wealth Partners
New Jersey
$204K -$34.7K -396 -14%
CFCI
1829
Comprehensive Financial Consultants Institutional
Indiana
$204K – – –
CWM
1830
Crowley Wealth Management
Delaware
$204K +$218K +2,480 New
SSWG
1831
Seven Springs Wealth Group
Tennessee
$204K +$217K +2,474 New
JMFC
1832
J.M. Forbes & Co
Massachusetts
$203K – – –
PA
1833
PharVision Advisers
Florida
$203K +$216K +2,466 New
DIM
1834
Delta Investment Management
California
$203K – – –
GMA
1835
Glassy Mountain Advisors
Maryland
$203K – – –
JCM
1836
Jacobsen Capital Management
Utah
$202K +$1.14K +13 +0.5%
TF
1837
Tompkins Financial
New York
$202K -$7.9K -90 -4%
SPI
1838
Santori & Peters Inc
Pennsylvania
$202K +$1.58K +18 +0.7%
VCP
1839
Verus Capital Partners
Arizona
$201K +$10.8K +123 +5%
WWC
1840
Waypoint Wealth Counsel
Georgia
$200K +$7.02K +80 +3%
BFG
1841
Birch Financial Group
New Hampshire
$200K +$214K +2,435 New
LA
1842
LexAurum Advisors
Kansas
$200K +$1.58K +18 +0.7%
LCM
1843
Liberty Capital Management
Michigan
$200K – – –
LOIP
1844
Live Oak Investment Partners
Texas
$199K – – –
NFSG
1845
Newbridge Financial Services Group
Florida
$198K +$211K +2,406 New
EIM
1846
Essex Investment Management
Massachusetts
$198K – – –
WBWA
1847
William B. Walkup & Associates
South Carolina
$194K – – –
SC
1848
Sawyer & Company
Massachusetts
$194K -$74.2K -846 -26%
CPG
1849
Cornerstone Planning Group
New Jersey
$194K +$790 +9 +0.4%
HA
1850
HC Advisors
Georgia
$192K -$124K -1,410 -38%
72 73
74
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