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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1876
Asset One Wealth Management
Washington
$252K -$1.6K -17 -0.6%
PB
1877
Prosperity Bancshares
Texas
$251K +$9.79K +104 +4%
NA
1878
Nordwand Advisors
Pennsylvania
$251K – – –
CWA
1879
Consilium Wealth Advisory
Texas
$251K – – –
FFB
1880
First Financial Bankshares
Texas
$250K -$471 -5 -0.2%
BWM
1881
Bluebird Wealth Management
Massachusetts
$250K +$12.4K +132 +5%
CCC
1882
Chelsea Counsel Company
California
$250K -$14.1K -150 -5%
HIIFS
1883
Harel Insurance Investments & Financial Services
Israel
$250K +$14.1K +150 +6%
FWP
1884
Falcon Wealth Planning
California
$250K +$246K +2,608 New
CCM
1885
Chickasaw Capital Management
Tennessee
$249K – – –
AP
1886
Advisortrust Partners
North Carolina
$249K – – –
AIP
1887
Almanack Investment Partners
Pennsylvania
$249K +$245K +2,601 New
BFA
1888
Buttonwood Financial Advisors
Maryland
$249K – – –
LTI
1889
Laffer Tengler Investments
Tennessee
$249K – – –
YIH
1890
Y-Intercept (HK)
Hong Kong
$249K +$245K +2,599 New
DMBA
1891
Deseret Mutual Benefit Administrators
Utah
$249K -$15.3K -162 -6%
WJWM
1892
Williams Jones Wealth Management
New York
$248K +$24.4K +259 +11%
FWCM
1893
Ferguson Wellman Capital Management
Oregon
$248K +$5.84K +62 +2%
VIP
1894
Vista Investment Partners
Oklahoma
$247K -$11.2K -119 -4%
DIM
1895
Delta Investment Management
California
$247K +$94 +1 +0%
LAM
1896
Longboard Asset Management
Arizona
$246K – – –
FWA
1897
FSM Wealth Advisors
Ohio
$246K +$14.1K +150 +6%
AI
1898
Accredited Investors
Minnesota
$246K +$22.6K +240 +10%
SCM
1899
Saxony Capital Management
Missouri
$246K -$17K -181 -7%
EFSCE
1900
Enterprise Financial Services Corp (EFSC)
Missouri
$245K +$5.18K +55 +2%
74 75
76
77 78