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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1901
Alpine Bank Wealth Management
Colorado
$215K – – –
AIM
1902
Athena Investment Management
California
$214K – – –
IWP
1903
Innova Wealth Partners
Pennsylvania
$214K +$6.94K +76 +3%
FP
1904
Fiduciary Planning
Florida
$214K – – –
AI
1905
Accredited Investors
Minnesota
$213K +$11K +120 +5%
HIG
1906
Heritage Investment Group
Florida
$213K +$223K +2,444 New
DIP
1907
DT Investment Partners
Pennsylvania
$213K +$21.5K +236 +11%
OC
1908
Opinicus Capital
Florida
$212K +$1.92K +21 +0.9%
CFP
1909
Curran Financial Partners
South Carolina
$212K +$24.6K +269 +12%
WJWM
1910
Williams Jones Wealth Management
New York
$211K -$32.2K -353 -13%
BLFG
1911
Brian Low Financial Group
Louisiana
$211K +$91 +1 +0%
LOIP
1912
Live Oak Investment Partners
Texas
$211K – – –
SFS
1913
Searcy Financial Services
Kansas
$211K -$34.6K -379 -14%
TVAMP
1914
Tennessee Valley Asset Management Partners
Tennessee
$210K -$154K -1,684 -41%
SCM
1915
Saxony Capital Management
Missouri
$210K -$11.7K -128 -5%
PWS
1916
Pursuit Wealth Strategies
North Carolina
$210K +$220K +2,408 New
PIWA
1917
Prevail Innovative Wealth Advisors
Kansas
$210K -$730 -8 -0.3%
FFP
1918
Forbes Financial Planning
Rhode Island
$210K – – –
MCM
1919
Manchester Capital Management
Vermont
$209K +$24.8K +272 +13%
WSWA
1920
Warren Street Wealth Advisors
California
$209K +$23.9K +262 +12%
WWC
1921
Waypoint Wealth Counsel
Georgia
$209K -$4.57K -50 -2%
EIM
1922
Essex Investment Management
Massachusetts
$208K – – –
GSB
1923
Greenfield Savings Bank
Massachusetts
$208K – – –
PIFP
1924
Partners in Financial Planning
Virginia
$208K – – –
CFO
1925
CVA Family Office
Colorado
$208K +$10.2K +112 +5%
75 76
77
78 79