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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1826
FDx Advisors
Illinois
$226K -$38.6K -430 -15%
ABWM
1827
Alpine Bank Wealth Management
Colorado
$226K – – –
FP
1828
Fiduciary Planning
Florida
$225K – – –
NC
1829
NBW Capital
Massachusetts
$225K -$14.8K -165 -6%
AF
1830
Aldebaran Financial
$225K – – –
GMA
1831
Glassy Mountain Advisors
Maryland
$225K -$1.35K -15 -0.6%
S
1832
Sunpointe
Missouri
$225K -$33.2K -370 -13%
RWP
1833
Revolve Wealth Partners
New Jersey
$224K -$10.7K -119 -5%
PFM
1834
Patton Fund Management
Texas
$224K +$219K +2,435 New
LOIP
1835
Live Oak Investment Partners
Texas
$222K – – –
CFC
1836
Client First Capital
California
$222K +$217K +2,418 New
MA
1837
MCF Advisors
Kentucky
$222K +$50.3K +560 +30%
TIM
1838
Tevis Investment Management
Texas
$222K +$217K +2,413 New
KIM
1839
Kestra Investment Management
Texas
$221K +$197K +2,197 +1,046%
PIWA
1840
Prevail Innovative Wealth Advisors
Kansas
$221K – – –
FFP
1841
Forbes Financial Planning
Rhode Island
$221K – – –
HCM
1842
Hilton Capital Management
New York
$220K – – –
VFIC
1843
Valley Forge Investment Consultants
Pennsylvania
$220K +$216K +2,400 New
EIM
1844
Essex Investment Management
Massachusetts
$220K – – –
WI
1845
WrapManager Inc
California
$219K -$269 -3 -0.1%
OFA
1846
Oak Family Advisors
Illinois
$219K – – –
PIFP
1847
Partners in Financial Planning
Virginia
$219K – – –
GSB
1848
Greenfield Savings Bank
Massachusetts
$219K -$10.8K -120 -5%
ACGA
1849
Atlanta Consulting Group Advisors
Georgia
$218K -$1.44K -16 -0.7%
APG
1850
Abacus Planning Group
South Carolina
$218K -$10.8K -120 -5%
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