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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFP
1851
Forbes Financial Planning
Rhode Island
$221K +$208K +2,404 New
HFM
1852
Harvest Fund Management
China
$221K +$10.4K +120 +5%
CFM
1853
Catalyst Funds Management
Australia
$221K +$208K +2,400 New
HCM
1854
Hilton Capital Management
New York
$221K +$208K +2,400 New
ITB
1855
Idaho Trust Bank
Idaho
$221K +$208K +2,400 New
RHIG
1856
R.H. Investment Group
Arizona
$221K +$208K +2,400 New
ACGA
1857
Atlanta Consulting Group Advisors
Georgia
$220K -$22.8K -263 -10%
WI
1858
WrapManager Inc
California
$220K +$207K +2,393 New
CG
1859
CFO4Life Group
Texas
$220K +$207K +2,392 New
EIM
1860
Essex Investment Management
Massachusetts
$220K -$779 -9 -0.4%
OFA
1861
Oak Family Advisors
Illinois
$220K +$207K +2,388 New
PIFP
1862
Partners in Financial Planning
Virginia
$219K +$207K +2,386 New
WA
1863
Wealth Architects
California
$219K +$206K +2,379 New
MLFP
1864
MPS Loria Financial Planners
Illinois
$218K +$206K +2,374 New
BOS
1865
Bank of Stockton
California
$218K +$205K +2,370 New
CRC
1866
Curi RMB Capital
Illinois
$217K +$205K +2,365 New
CFD
1867
Creative Financial Designs
Indiana
$217K +$49.3K +569 +32%
WBWA
1868
William B. Walkup & Associates
South Carolina
$217K – – –
BWM
1869
BankPlus Wealth Management
Mississippi
$216K +$204K +2,352 New
GSCM
1870
Greenfield Seitz Capital Management
Texas
$215K +$202K +2,339 New
CFO
1871
CVA Family Office
Colorado
$215K +$18.4K +212 +10%
FFC
1872
Frederick Financial Consultants
Maryland
$214K +$202K +2,329 New
SCG
1873
Sonata Capital Group
Washington
$214K +$201K +2,325 New
AI
1874
Accredited Investors
Minnesota
$214K +$201K +2,326 New
MWA
1875
Muirfield Wealth Advisors
North Carolina
$213K +$201K +2,320 New
73 74
75
76 77