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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
1851
Live Oak Investment Partners
Texas
$223K +$210K +2,422 New
FFG
1852
Floyd Financial Group
Missouri
$221K +$208K +2,407 New
PIWA
1853
Prevail Innovative Wealth Advisors
Kansas
$221K +$208K +2,405 New
FFP
1854
Forbes Financial Planning
Rhode Island
$221K +$208K +2,404 New
HFM
1855
Harvest Fund Management
China
$221K +$10.4K +120 +5%
CFM
1856
Catalyst Funds Management
Australia
$221K +$208K +2,400 New
HCM
1857
Hilton Capital Management
New York
$221K +$208K +2,400 New
ITB
1858
Idaho Trust Bank
Idaho
$221K +$208K +2,400 New
RHIG
1859
R.H. Investment Group
Arizona
$221K +$208K +2,400 New
ACGA
1860
Atlanta Consulting Group Advisors
Georgia
$220K -$22.8K -263 -10%
WI
1861
WrapManager Inc
California
$220K +$207K +2,393 New
CG
1862
CFO4Life Group
Texas
$220K +$207K +2,392 New
EIM
1863
Essex Investment Management
Massachusetts
$220K -$779 -9 -0.4%
OFA
1864
Oak Family Advisors
Illinois
$220K +$207K +2,388 New
PIFP
1865
Partners in Financial Planning
Virginia
$219K +$207K +2,386 New
WA
1866
Wealth Architects
California
$219K +$206K +2,379 New
MLFP
1867
MPS Loria Financial Planners
Illinois
$218K +$206K +2,374 New
BOS
1868
Bank of Stockton
California
$218K +$205K +2,370 New
CRC
1869
Curi RMB Capital
Illinois
$217K +$205K +2,365 New
CFD
1870
Creative Financial Designs
Indiana
$217K +$49.3K +569 +32%
WBWA
1871
William B. Walkup & Associates
South Carolina
$217K – – –
BWM
1872
BankPlus Wealth Management
Mississippi
$216K +$204K +2,352 New
GSCM
1873
Greenfield Seitz Capital Management
Texas
$215K +$202K +2,339 New
CFO
1874
CVA Family Office
Colorado
$215K +$18.4K +212 +10%
FFC
1875
Frederick Financial Consultants
Maryland
$214K +$202K +2,329 New
73 74
75
76 77