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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1826
Boyar Asset Management
New York
$267K – – –
CCC
1827
Chelsea Counsel Company
California
$267K – – –
DMBA
1828
Deseret Mutual Benefit Administrators
Utah
$266K +$111K +1,202 +77%
NB
1829
Northwest Bancshares
Pennsylvania
$266K – – –
SCM
1830
Saxony Capital Management
Missouri
$265K +$31.4K +339 +14%
MWA
1831
Midland Wealth Advisors
Illinois
$265K -$197K -2,132 -44%
EA
1832
Enclave Advisors
Texas
$265K -$9.71K -105 -4%
AWM
1833
Angeles Wealth Management
California
$264K +$253K +2,739 New
BBA
1834
Braun-Bostich & Associates
Pennsylvania
$264K +$2.59K +28 +1%
SFSG
1835
Sound Financial Strategies Group
Mississippi
$263K +$252K +2,721 New
PBC
1836
Pavion Blue Capital
California
$262K – – –
KF
1837
KKM Financial
Illinois
$262K – – –
PFBT
1838
Parkside Financial Bank & Trust
Missouri
$261K -$13.3K -144 -5%
CFS
1839
CRA Financial Services
New Jersey
$261K -$2.5K -27 -1%
KCM
1840
Kathmere Capital Management
Pennsylvania
$261K +$3.33K +36 +1%
SIC
1841
Samalin Investment Counsel
New York
$261K +$648 +7 +0.3%
VIP
1842
Vista Investment Partners
Oklahoma
$261K +$370 +4 +0.1%
CA
1843
Callahan Advisors
Texas
$261K – – –
CCM
1844
Crew Capital Management
Ohio
$260K – – –
GWAG
1845
Garrett Wealth Advisory Group
Texas
$260K +$249K +2,692 New
FFA
1846
Fragasso Financial Advisors
Pennsylvania
$259K +$247K +2,674 New
WA
1847
Waterford Advisors
New York
$259K – – –
PWC
1848
PYA Waltman Capital
Tennessee
$258K – – –
RRWA
1849
Rainey & Randall Wealth Advisors
Florida
$258K -$20.4K -220 -8%
ACM
1850
Advance Capital Management
Michigan
$258K +$3.61K +39 +1%
72 73
74
75 76