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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
1851
Annis Gardner Whiting Capital Advisors
Florida
$190K -$185K -2,113 -48%
HFM
1852
Harvest Fund Management
China
$188K +$189K +2,159 +1,799%
HIMS
1853
Hager Investment Management Services
New Hampshire
$186K +$198K +2,259 New
CSPIA
1854
Cary Street Partners Investment Advisory
Virginia
$184K -$3.62M -41,224 -95%
DIP
1855
DT Investment Partners
Pennsylvania
$181K – – –
GWP
1856
Gen-Wealth Partners
Michigan
$180K -$44.9K -512 -19%
CT
1857
Coastline Trust
Rhode Island
$179K -$167K -1,899 -47%
NBT
1858
Northwest Bank & Trust
Iowa
$179K – – –
FDCP
1859
Foster Dykema Cabot & Partners
Massachusetts
$177K – – –
LB
1860
Legacy Bridge
Iowa
$177K – – –
OP
1861
ORG Partners
Indiana
$177K – – –
CFO
1862
CVA Family Office
Colorado
$175K +$7.54K +86 +4%
TFM
1863
TFC Financial Management
Massachusetts
$174K +$9.65K +110 +6%
SL
1864
Salomon & Ludwin
Virginia
$171K -$8.77K -100 -5%
RBI
1865
Raiffeisen Bank International
Austria
$171K +$183K +2,081 New
ITIM
1866
Indiana Trust & Investment Management
Indiana
$170K – – –
JGIA
1867
Jackson Grant Investment Advisers
Connecticut
$166K +$1.32K +15 +0.7%
CIAM
1868
Caitong International Asset Management
Hong Kong
$159K +$170K +1,933 New
PPWM
1869
PFG Private Wealth Management
Florida
$159K +$2.72K +31 +2%
CIR
1870
Clear Investment Research
Georgia
$159K -$6.93K -79 -4%
ST
1871
Smithfield Trust
Pennsylvania
$157K – – –
MA
1872
MCF Advisors
Kentucky
$156K – – –
RTC
1873
Riverview Trust Company
Washington
$156K +$614 +7 +0.4%
MWA
1874
Medallion Wealth Advisors
Connecticut
$154K +$149K +1,703 New
RA
1875
Ransom Advisory
Rhode Island
$154K – – –
73 74
75
76 77