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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ALC
1851
Alexander Labrunerie & Co
Missouri
$255K – – –
GWAG
1852
Garrett Wealth Advisory Group
Texas
$255K -$2.26K -24 -0.9%
UIM
1853
Unified Investment Management
Georgia
$255K +$94 +1 +0%
DA
1854
Dover Advisors
Virginia
$254K -$37.7K -400 -12%
CMI
1855
Clare Market Investments
Texas
$254K – – –
ZAM
1856
Zevin Asset Management
Massachusetts
$254K – – –
ACM
1857
Advance Capital Management
Michigan
$254K -$2.35K -25 -0.9%
ACM
1858
Ardent Capital Management
Ohio
$253K -$2.45K -26 -1%
LWCFA
1859
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K – – –
LIA
1860
LifePlan Investment Advisors
North Carolina
$253K +$21.8K +232 +10%
BWP
1861
Barlow Wealth Partners
Kentucky
$253K – – –
RIM
1862
Rockbridge Investment Management
New York
$252K +$2.45K +26 +1%
AOWM
1863
Asset One Wealth Management
Washington
$252K -$1.6K -17 -0.6%
PB
1864
Prosperity Bancshares
Texas
$251K +$9.79K +104 +4%
NA
1865
Nordwand Advisors
Pennsylvania
$251K – – –
CWA
1866
Consilium Wealth Advisory
Texas
$251K – – –
FFB
1867
First Financial Bankshares
Texas
$250K -$471 -5 -0.2%
BWM
1868
Bluebird Wealth Management
Massachusetts
$250K +$12.4K +132 +5%
CCC
1869
Chelsea Counsel Company
California
$250K -$14.1K -150 -5%
HIIFS
1870
Harel Insurance Investments & Financial Services
Israel
$250K +$14.1K +150 +6%
FWP
1871
Falcon Wealth Planning
California
$250K +$246K +2,608 New
CCM
1872
Chickasaw Capital Management
Tennessee
$249K – – –
AP
1873
Advisortrust Partners
North Carolina
$249K – – –
AIP
1874
Almanack Investment Partners
Pennsylvania
$249K +$245K +2,601 New
BFA
1875
Buttonwood Financial Advisors
Maryland
$249K – – –
73 74
75
76 77