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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1876
Harbor Investment Advisory
Maryland
$150K +$7.63K +87 +5%
MCM
1877
Manchester Capital Management
Vermont
$150K -$1.14K -13 -0.7%
CCA
1878
Catalyst Capital Advisors
New York
$149K +$159K +1,814 New
AFS
1879
Anderson Financial Strategies
Ohio
$148K +$157K +1,795 New
CFD
1880
Creative Financial Designs
Indiana
$148K -$43.8K -499 -22%
CA
1881
Continuum Advisory
Idaho
$147K -$20.6K -235 -12%
KIM
1882
Kestra Investment Management
Texas
$145K +$154K +1,761 New
SCM
1883
Silvant Capital Management
Georgia
$142K – – –
GP
1884
Greenline Partners
New York
$138K +$147K +1,677 New
TFA
1885
Toth Financial Advisory
Virginia
$138K +$351 +4 +0.2%
CB
1886
Community Bank
New York
$136K – – –
MCM
1887
MV Capital Management
Maryland
$135K -$526 -6 -0.4%
OW
1888
Olistico Wealth
Oklahoma
$135K +$3.16K +36 +2%
DMBA
1889
Deseret Mutual Benefit Administrators
Utah
$133K -$2.63K -30 -2%
SAM
1890
S.A. Mason
Michigan
$131K +$439 +5 +0.3%
BWL
1891
Bogart Wealth LLC
Virginia
$129K +$1.14K +13 +0.8%
AIM
1892
Acropolis Investment Management
Missouri
$127K -$17.5K -200 -11%
AS
1893
Altshuler Shaham
Israel
$125K +$134K +1,523 New
APW
1894
Acima Private Wealth
Virginia
$123K – – –
BC
1895
Barrett & Company
Rhode Island
$122K – – –
ANBT
1896
American National Bank & Trust
Texas
$121K -$4.3K -49 -3%
FMP
1897
Financial Management Professionals
Texas
$121K -$614 -7 -0.5%
WB
1898
Webster Bank
Connecticut
$120K +$15.5K +177 +14%
SGC
1899
Slocum, Gordon & Co
Rhode Island
$119K -$79.6M -907,302 -100%
MSFP
1900
Mark Sheptoff Financial Planning
Connecticut
$119K – – –
74 75
76
77 78