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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1826
Opinicus Capital
Florida
$228K -$19.1K -221 -8%
CPG
1827
Cornerstone Planning Group
New Jersey
$228K +$22.9K +264 +12%
CSPIA
1828
Cary Street Partners Investment Advisory
Virginia
$228K +$20.9K +242 +11%
SSWG
1829
Seven Springs Wealth Group
Tennessee
$227K – – –
KNFPWM
1830
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$227K -$4.85K -56 -2%
JMFC
1831
J.M. Forbes & Co
Massachusetts
$227K – – –
JCM
1832
Jacobsen Capital Management
Utah
$227K +$952 +11 +0.4%
SPI
1833
Santori & Peters Inc
Pennsylvania
$227K +$1.56K +18 +0.7%
DIM
1834
Delta Investment Management
California
$227K +$87 +1 +0%
WWM
1835
Whalen Wealth Management
Nevada
$227K -$10K -116 -4%
OF
1836
Outfitter Financial
Maine
$227K +$213K +2,465 New
FFBTD
1837
First Financial Bank - Trust Division
Ohio
$227K -$30.5K -352 -13%
GMA
1838
Glassy Mountain Advisors
Maryland
$227K – – –
WP
1839
WealthShield Partners
North Carolina
$226K +$213K +2,460 New
ABWM
1840
Alpine Bank Wealth Management
Colorado
$226K +$213K +2,460 New
TF
1841
Tompkins Financial
New York
$226K – – –
FP
1842
Fiduciary Planning
Florida
$226K +$212K +2,453 New
AF
1843
Aldebaran Financial
$225K +$212K +2,450 New
LCM
1844
Liberty Capital Management
Michigan
$225K +$1.04K +12 +0.5%
WWC
1845
Waypoint Wealth Counsel
Georgia
$224K +$260 +3 +0.1%
SIA
1846
SkyView Investment Advisors
New Jersey
$224K +$211K +2,436 New
LA
1847
LexAurum Advisors
Kansas
$224K – – –
FFA
1848
Founders Financial Alliance
North Carolina
$224K +$210K +2,431 New
OMIC
1849
Old Mission Investment Co
Michigan
$223K +$210K +2,428 New
AI
1850
Axecap Investments
Ohio
$223K +$210K +2,426 New
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74
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