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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1826
Cary Street Partners Investment Advisory
Virginia
$228K +$20.9K +242 +11%
SSWG
1827
Seven Springs Wealth Group
Tennessee
$227K – – –
KNFPWM
1828
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$227K -$4.85K -56 -2%
JMFC
1829
J.M. Forbes & Co
Massachusetts
$227K – – –
JCM
1830
Jacobsen Capital Management
Utah
$227K +$952 +11 +0.4%
SPI
1831
Santori & Peters Inc
Pennsylvania
$227K +$1.56K +18 +0.7%
DIM
1832
Delta Investment Management
California
$227K +$87 +1 +0%
WWM
1833
Whalen Wealth Management
Nevada
$227K -$10K -116 -4%
OF
1834
Outfitter Financial
Maine
$227K +$213K +2,465 New
FFBTD
1835
First Financial Bank - Trust Division
Ohio
$227K -$30.5K -352 -13%
GMA
1836
Glassy Mountain Advisors
Maryland
$227K – – –
WP
1837
WealthShield Partners
North Carolina
$226K +$213K +2,460 New
ABWM
1838
Alpine Bank Wealth Management
Colorado
$226K +$213K +2,460 New
TF
1839
Tompkins Financial
New York
$226K – – –
FP
1840
Fiduciary Planning
Florida
$226K +$212K +2,453 New
AF
1841
Aldebaran Financial
$225K +$212K +2,450 New
LCM
1842
Liberty Capital Management
Michigan
$225K +$1.04K +12 +0.5%
WWC
1843
Waypoint Wealth Counsel
Georgia
$224K +$260 +3 +0.1%
SIA
1844
SkyView Investment Advisors
New Jersey
$224K +$211K +2,436 New
LA
1845
LexAurum Advisors
Kansas
$224K – – –
FFA
1846
Founders Financial Alliance
North Carolina
$224K +$210K +2,431 New
AI
1847
Axecap Investments
Ohio
$223K +$210K +2,426 New
LOIP
1848
Live Oak Investment Partners
Texas
$223K +$210K +2,422 New
FFG
1849
Floyd Financial Group
Missouri
$221K +$208K +2,407 New
PIWA
1850
Prevail Innovative Wealth Advisors
Kansas
$221K +$208K +2,405 New
72 73
74
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