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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
RHIG
1826
R.H. Investment Group
Arizona
$227K +$6.02K +67 +3%
FA
1827
FDx Advisors
Illinois
$226K -$38.6K -430 -15%
ABWM
1828
Alpine Bank Wealth Management
Colorado
$226K – – –
FP
1829
Fiduciary Planning
Florida
$225K – – –
NC
1830
NBW Capital
Massachusetts
$225K -$14.8K -165 -6%
AF
1831
Aldebaran Financial
$225K – – –
GMA
1832
Glassy Mountain Advisors
Maryland
$225K -$1.35K -15 -0.6%
S
1833
Sunpointe
Missouri
$225K -$33.2K -370 -13%
RWP
1834
Revolve Wealth Partners
New Jersey
$224K -$10.7K -119 -5%
PFM
1835
Patton Fund Management
Texas
$224K +$219K +2,435 New
OMIC
1836
Old Mission Investment Co
Michigan
$223K – – –
LOIP
1837
Live Oak Investment Partners
Texas
$222K – – –
CFC
1838
Client First Capital
California
$222K +$217K +2,418 New
MA
1839
MCF Advisors
Kentucky
$222K +$50.3K +560 +30%
TIM
1840
Tevis Investment Management
Texas
$222K +$217K +2,413 New
KIM
1841
Kestra Investment Management
Texas
$221K +$197K +2,197 +1,046%
PIWA
1842
Prevail Innovative Wealth Advisors
Kansas
$221K – – –
FFP
1843
Forbes Financial Planning
Rhode Island
$221K – – –
HCM
1844
Hilton Capital Management
New York
$220K – – –
VFIC
1845
Valley Forge Investment Consultants
Pennsylvania
$220K +$216K +2,400 New
EIM
1846
Essex Investment Management
Massachusetts
$220K – – –
WI
1847
WrapManager Inc
California
$219K -$269 -3 -0.1%
OFA
1848
Oak Family Advisors
Illinois
$219K – – –
PIFP
1849
Partners in Financial Planning
Virginia
$219K – – –
GSB
1850
Greenfield Savings Bank
Massachusetts
$219K -$10.8K -120 -5%
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